LeadDash | Switch EHRs and spend less on practice software
HIPAA-compliant behavioral health EHR

Switch your EHR and pay less to run your practice.

From $29 a month, with no per-claim fees on your first 1,000 claims a month and a free caseload import.

Built by a licensed therapist and group practice owner. LeadDash was shaped in the day-to-day work of a real practice.

Every LeadDash EHR plan starts with 30 days free, and your first charge is on day 30.

Explore the interactive demo
demo.leaddash.io/dashboard
Real LeadDash public-demo dashboard showing the schedule, note tasks, appointments, and calendar for a fictional practice
As seen in
Black Enterprise Yahoo MSN WGNO ABC WHTM ABC27 WTWO NBC FOX31 Denver
What comes with LeadDash EHR

Your whole practice, from $29 a month.

Every plan includes unlimited clients and free admin and biller seats. Professional adds insurance billing, and Group adds supervision, co-signing, and custom roles.

Behavioral health EHR

Charts, progress notes, treatment plans, and scheduling for every clinician on your team.On every plan.

Client portal and booking

Clients book online, sign intake forms and consents, and find their documents in one place.On every plan.

Insurance billing

Claims, remittances, eligibility checks, and payer enrollment, all from the chart.No per-claim fees on Professional and Group, for your first 1,000 claims a month.

Payments and superbills

Take card payments, send invoices, and give self-pay clients a superbill.On every plan.

DashNotes™

The AI note-taking assistant turns a session into a draft note for you to review and sign.Add-on, $19 per clinician a month.

Telehealth

Video sessions that start from the calendar, with no separate video tool to pay for.Add-on, $10 per clinician a month.

Switch and save

From $29 a month. 30 days free.

How it works

From booking to paid claim.

One client, start to finish, in LeadDash EHR.

1

A client books

They pick a time on your booking page, or your team books them from the calendar.

2

Paperwork comes back first

Intake forms and consents are signed in the client portal before the first session.

3

The note gets signed

Write the note yourself or let DashNotes™ draft it, then sign it in the chart.

4

The session gets paid

Bill the client or the insurance company from the same chart, with no per-claim fee on your first 1,000 claims a month.

Switch and save

From $29 a month. 30 days free.

24/7 Receptionist, on Growth plans

Every call gets a helpful next step.

While you are in session or away from your desk, the 24/7 receptionist answers in a warm, professional voice, learns what the caller needs, and guides them toward the right next step.

Answers day or nightNew, returning, and after-hours callers reach a helpful voice instead of voicemail.
Screens and routes with your rulesIt confirms who is calling and why, then handles new intakes, existing clients, and urgent matters the way you set up.
Books, confirms, and keeps contextAppointments and call details are captured in LeadDash EHR so the next person has the context without a callback or retyping.
Included with LeadDash EHR Growth.
Explore the 24/7 Receptionist
DashNotes™

Get your notes done faster with a built-in AI note-taking assistant.

DashNotes™ helps turn a recorded session into a structured clinical draft, so you can spend less time starting from a blank note and more time focused on the client in front of you. Add it to any LeadDash EHR plan for $19 per clinician a month.

  • Record in person, by telehealth, or dictate from your workflow
  • Start with SOAP, DAP, BIRP, GIRP, free-form, or your practice templates
  • End the recording and create a draft note without rebuilding the session from memory
LeadDash DashNotes clinical note workflow with therapy-specific note styles, appointment details, and recording controls
LeadDash DashNotes recording state with controls to pause, end, and draft a note
Behavioral health EHR

A real behavioral health EHR not a reset button.

Switching does not mean starting your charts over. Your clients, past visits, and notes come over from your current EHR, so each chart opens with the history your team already built.

  • Therapy-first note styles including SOAP, DAP, BIRP, and GIRP
  • Client history and shared context in one place
  • Diagnosis, coverage, and treatment plans
Real LeadDash public-demo client chart showing fictional client overview, visits, measures, clinical and billing tabs, schedule, balance, coverage, and diagnosis
Phone and texting, on Growth plans

Every client interaction, where it belongs.

LeadDash EHR Growth plans keep the conversations that shape care close to the client chart. With a HIPAA-compliant phone system, your team can follow the full context instead of chasing it across separate inboxes.

  • Save phone activity and call-transcript controls directly in the client chart
  • See texts, emails, calls, and automatic reminders together in one communication history
  • Keep phone calls, texts, emails, and reminders close to the right client history

Less hunting. More context. Every touchpoint stays easier to find for the person who needs to respond next.

LeadDash client chart communication timeline showing texts, emails, voicemail transcript controls, reminders, billing notices, and client context

Built-in Telehealth

Connected care, wherever it happens.

Start a virtual visit right inside LeadDash EHR, then keep the session, clinical context, and DashNotes workflow together without switching to a separate video tool.

Built directly into the LeadDash EHR practice platform
Bring the client conversation and care context into the visit
Move from the visit into DashNotes without changing tools
Add it to any LeadDash EHR plan.$10 per clinician a month, included on Growth plans.
Explore Telehealth
LeadDash EHR TelehealthIn session
Fictional therapist participating in a LeadDash EHR Telehealth sessionDr. Lina
Fictional client participating in a LeadDash EHR Telehealth sessionJordan M.
Switch and save

From $29 a month. 30 days free.

Switching from another EHR

Bring your practice over with your records.

Drop the files your current EHR exports into Import clients, and LeadDash EHR reads them for you. Clients come over assigned to the right clinician, and past notes and documents land in each chart. It is free on every plan, and on yearly Professional and Group plans we can move it for you.

01

Export from your current EHR

Download the full export from the system you use now, whether it comes as a zip file or a spreadsheet.

02

Import it yourself

LeadDash EHR shows what it found, you match your clinicians, and you decide on anyone who looks like a client already here. Unsigned notes arrive as open drafts, and no client gets a text or email.

03

Go live and cancel the old plan

Your team starts in LeadDash EHR with guided support, and you cancel your old subscription once everything checks out.

Compare what you pay

See what you pay extra for somewhere else.

LeadDash EHR starts at $29 a month, its AI notes cost less than SimplePractice or TherapyNotes, and no plan charges a per-claim fee on your first 1,000 claims a month.

Swipe right to compare SimplePractice, TherapyNotes, and Jane →

The client journeySimplePracticeTherapyNotesJane
The priceLowest monthly plan for one clinician$29per month, Essentials$49per month, Starter$69per month, Solo$59per month, Balance
1. First hello24/7 receptionist✓Growth plans×××
2. Stay connectedIntegrated HIPAA-compliant practice phone + two-way SMS✓Growth plans×Not one native workflow×Not one native workflow×Not one native workflow
3. Grow the leadCRM, lead pipeline, routing, and automated nurture✓Growth plans×××
4. Book & onboardOnline booking + intake sent automatically✓✓✓Requests, approved by staff✓
5. Deliver careBehavioral-health EHR + Telehealth✓Telehealth $10/mo add-on✓1:1 included✓1:1 included✓1:1 included
6. Finish notesAI Notes✓$19/mo add-on×$35/mo add-on×$40/mo add-on×$15/mo add-on
7. Get paid & growInsurance billing and claims✓Professional and Group✓✓✓$20/mo add-on
8. Submit claimsPer-claim fee for electronic insurance claims$0per submitted claimFirst 1,000 claims a month included39¢per electronic claim28¢14¢ per claim plus 14¢ per remittanceExtraclearinghouse billed separately

Phone + SMS refers to one native, integrated practice-phone and two-way-SMS workflow. It does not mean another platform lacks all secure messaging or reminder SMS. Competitor prices are monthly list prices as published in October 2026 and may change. LeadDash EHR includes your first 1,000 insurance claims each month with no per-claim fee.

Charts, notes, and claims on one subscription, with nothing extra per claim on your first 1,000 claims a month.

Switch and save

From $29 a month. 30 days free.

Questions

The things practice owners ask first.

What is the difference between LeadDash EHR and LeadDash EHR + Growth?+

LeadDash EHR is the clinical and billing side on its own: notes, scheduling, client portal, payments and, on Professional and Group, insurance billing. LeadDash EHR + Growth adds marketing, a CRM, booking funnels and the 24/7 AI receptionist, with DashNotes™ and telehealth included.

How does the free trial work?+

Every LeadDash EHR plan starts with 30 days free. You enter a card at signup, and your first charge is on day 30. Cancel any time before then in Practice Settings, Your plan, and you pay nothing.

Are DashNotes™ and telehealth included?+

DashNotes™ and telehealth are included with LeadDash EHR + Growth. On LeadDash EHR plans, both are optional add-ons selected during signup.

Who counts as a clinician?+

Anyone who sees clients. Admin and biller seats are free.

Is there a limit on clients?+

No. Every plan includes unlimited clients.

Will my records come with me if I switch?+

Yes. On every plan, Import clients reads the export from your current EHR for free and brings over your clients, clinicians, past notes, and documents. Notes that were unsigned in your old EHR come over as open drafts, so nothing is locked that you did not sign. On yearly Professional and Group plans, we can also do the move for you, including what each client owes.

Can I try it before I cancel my current EHR?+

Yes. Every LeadDash EHR plan starts with 30 days free, so you can set up your practice and learn the system before your first charge. Keep your current EHR until your team is ready to move.

How much will I save?+

It depends on your plan and claim volume. LeadDash EHR starts at $29 a month, and Professional and Group plans submit up to 1,000 insurance claims a month with no per-claim fee. A practice sending 100 claims a month pays about $39 in claim fees on SimplePractice and about $28 on TherapyNotes, and pays $0 on LeadDash EHR.

Is LeadDash HIPAA compliant?+

Yes. The Business Associate Agreement is signed when you first sign in.

How do you keep client records secure?+

Records travel over encrypted connections, and each person on your team sees only what their role allows. Every time a chart is opened or changed, it is written to an audit log your administrators can review. Psychotherapy notes are kept apart from the rest of the record, and only the clinician who wrote them can read them.

Switch and save

From $29 a month. 30 days free.

Make the switch

Ready to switch and spend less?

Start your 30-day free trial today. Your first charge is on day 30.

Month to month. No long-term contract.

30 days free. No per-claim fees on your first 1,000 claims a month.

Switch and save