LeadDash · One connected behavioral health practice platform

HIPAA-compliant · Built by a licensed clinician

From first inquiry to final claim. One connected behavioral health practice.

LeadDash connects the client journey from growth and first response to scheduling, clinical care, billing, and follow-through — without forcing your team to work around disconnected systems.

Book a personalized demo Explore the interactive demo

Choose a guided walkthrough or explore a fictional practice workspace on your own.

HIPAA compliant No credit card required Cancel anytime

app.leaddash.io/dashboard

LeadDash EHR practice dashboard showing the daily schedule, supervision queue, appointments, and calendar

As seen in

Everything in one place

One connected platform for the entire client journey.

LeadDash connects growth, access, clinical care, and revenue operations so your team can work from the same story — not a pile of disconnected systems.

Clinical Care & EHR

Keep charts, assessments, treatment plans, and behavioral-health documentation connected to the client journey from the start.

Scheduling & Access

Give clients a clear next step with scheduling, reminders, and intake workflows connected to your front door.

Growth & Follow-through

See inquiries, referral sources, ownership, and next actions in one connected operating view.

Connected Communication

Use phone, SMS, email, and automation to follow through without losing the client context.

Reviews & Reputation

Build a stronger referral-ready presence with review workflows that remain part of the same growth system.

Websites & Conversion

Create clear practice websites, landing pages, and conversion paths that feed directly into your operating workflow.

How it works

From first inquiry to care — with context intact.

See how one client can move through LeadDash without their story being rebuilt at every handoff.

A person reaches out

A referral, ad, website, call, or text opens a conversation with your practice.

The next step is clear

The 24/7 Receptionist, scheduling, and timely follow-up help turn interest into a useful next step.

Care begins informed

The appointment and the details already gathered can stay with the client as clinical work begins.

The practice stays connected

Care, billing, communication, and operating signals stay closer together, so the team can follow through.

24/7 Receptionist

Every call gets a helpful next step.

While you are in session or away from your desk, LeadDash 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 so the next person has the context without a callback or retyping.

Included with CompleteUp to 5 users at one flat rate

Receptionist call demoSee the handoff

From first call to clear next step. Hear how the receptionist guides a caller, then carries the details into the LeadDash workflow.

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.

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.

Charts, progress notes, scheduling, and client history are ready whenever you want your records in LeadDash. The client story can arrive with the information your team already gathered.

Therapy-first note styles including SOAP, DAP, BIRP, and GIRP
Client history and shared context in one place
Diagnosis, coverage, and treatment plans

See everything in the EHR

LeadDash EHR client record showing visits, notes, billing, medications, and client information

Built-in Telehealth

Connected care, wherever it happens.

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

Built directly into the LeadDash practice platform

Bring the client conversation and care context into the visit

Move from the visit into DashNotes without changing tools

Included with LeadDashNo additional telehealth fee.

LeadDash TelehealthIn session

Fictional therapist participating in a LeadDash Telehealth session

Dr. Lina

Fictional client participating in a LeadDash Telehealth session

Jordan M.

Adopt at your pace

Start where you are. Connect when you are ready.

Keep the EHR you already trust while using LeadDash to connect growth, first response, scheduling, and client communication. When it makes sense for your practice, a full HIPAA-compliant EHR is ready on your timeline.

Keep your current EHR

Nothing to migrate. Start using LeadDash around the system you already trust.

Connect your front door

Bring growth, first response, booking, and follow-up into a clearer workflow. No records have to move.

Move when it makes sense

Bring records into LeadDash on your schedule, or keep your current clinical system in place.

See where LeadDash fits

One connected journey

From first inquiry to final claim. One connected practice.

LeadDash connects the front office, care, and revenue work in one system. The chart follows the client journey—and shows where the biggest handoffs disappear.

Swipe right to compare SimplePractice, TherapyNotes, and Jane →

The client journey		SimplePractice	TherapyNotes	Jane
1. First hello24/7 Receptionist + integrated practice phone and two-way texting	✓	×	×	×
2. Grow the leadCRM, lead pipeline, routing, and automated nurture	✓	×	×	×
3. Book & onboardOnline booking + intake sent automatically	✓	×	×	✓
4. Deliver careBehavioral-health EHR and Telehealth	✓	✓	✓	✓
5. Finish notesAI note-taking included in the platform	✓	×	×	×
6. Get paid & growInsurance billing and claims	✓	✓	✓	×
7. Submit claimsPer-claim fee for electronic insurance claims	$0per submitted claim	25–50¢per submitted claim	14¢per electronic claim	30–50¢per submitted claim

One system to win the client, support the client, and keep the practice moving.

Dr. Ashley Bryant, licensed therapist and founder of LeadDash

⚕

Why we built it

Built by a clinician, not a tech company

"I got tired of my tools not talking to each other. So I built one that does."

I run a group practice across four states. For years I duct-taped a booking tool to a marketing tool to a records system, and I was the glue holding them together at the end of every night.

LeadDash is the platform I wished existed: growth, access, clinical care, and follow-through in one place, so a practice can grow without drowning in tools. Built by someone who actually sits in the chair.

And this was never a product first. I ran my own practice on LeadDash for over three years, with my own clients, before we ever rolled it out to anyone else. It had to earn its place in my day before it earned a place in yours.

Dr. Ashley Bryant

Licensed therapist · Founder of LeadDash

In their words

Don't just take our word for it.

Dr. Derek Collins

Founder, The Diversion Center · Atlanta, GA

Tremaine Wills

CEO, TW Media and Education · Newport News, VA

Carlos Green

Relationship Coach, Power Couples Rock · Lilburn, GA

Coach Casandra Henriquez

Love Coach for Professional Women · Fort Lauderdale, FL

Pricing

Straightforward pricing. No per-seat surprises.

Start with a complete clinical foundation, then add the connected front office and growth tools when your practice is ready.

Built-in Telehealth HIPAA-compliant EHR Scheduling + client communication Month to month

Core

$99/month

50% off your first month

Founding Member rate · For 1 user

A complete clinical foundation for a solo provider: EHR, Telehealth, scheduling, secure communication, and a client pipeline in one starting point.

Built-in Telehealth is included—no separate add-on fee.

HIPAA-compliant EHR with SOAP, DAP, BIRP, and GIRP notes
Scheduling, intake forms, client records, and treatment plans
Built-in Telehealth for virtual visits
CRM and lead pipeline
2-way SMS, email, practice phone, and missed-call text back
Unlimited calendars and basic automation
DashNotes and the 24/7 Receptionist are included with Complete
Growth websites, funnels, and marketing tools are included with Complete

See Core in action

No credit card required to book. Your Founding Member rate is activated when you sign up.

Your first 10 days, handled.

Choose hands-on setup when you want a clear launch path, not another system to figure out alone.

Days 1–2Map your practiceConfirm your services, scheduling rules, intake flow, and receptionist goals.

Days 3–7Build your starting pointSet up your phone, calendars, booking paths, pipeline, and priority workflows.

Days 8–10Launch with supportComplete a team training call and go live with a clear operating foundation.

Every plan is month to month. Founding Member pricing is available while founding spots remain. Book a demo to identify the right starting point.

Questions

The things practice owners ask first.

Is LeadDash a connected platform or an EHR?+

LeadDash is a connected behavioral health platform. It brings growth, access, clinical records, scheduling, billing, and communication closer together so the team can work from one client story rather than separate apps.

Do I have to switch my EHR?+

No. You can keep your current EHR and use LeadDash to connect the 24/7 Receptionist, growth, scheduling, and communication. A full HIPAA-compliant EHR is ready whenever you want it, on your timeline.

Is LeadDash HIPAA-compliant?+

Yes. LeadDash is built HIPAA-compliant from the ground up, because it was made by a licensed clinician who has to live by those rules every day.

What is the 24/7 Receptionist, exactly?+

It answers your practice phone around the clock in a warm, professional voice, helps callers reach the right next step, and keeps the conversation connected to the rest of your operating workflow.

How are urgent calls and existing clients handled?+

The Receptionist can confirm who is calling and why, then handle new inquiries, existing clients, and urgent matters according to the rules you set for your practice.

Can callers book and receive intake forms online?+

Yes. LeadDash supports online booking and an automated intake path so the right next step can be sent without your team rebuilding the process by hand.

Are Telehealth and DashNotes included?+

Built-in Telehealth is included with every LeadDash plan, with no separate Telehealth add-on fee. DashNotes is included with Complete, along with the 24/7 Receptionist and up to five users at one flat monthly rate.

Do I pay a fee for every electronic insurance claim?+

LeadDash does not charge a per-claim submission fee for electronic insurance claims. Confirm any payer-specific requirements or third-party costs that apply to your practice during your demo.

What happens during the first 10 days?+

With Done-For-You setup, the team maps your workflows, configures the starting point around your practice, and completes a training call so you can launch with a clear foundation.

Am I locked into a contract?+

No. LeadDash is month to month, and you can cancel anytime. Founding Member pricing is available while founding spots remain.

Your practice already has enough moving parts. LeadDash connects them.

See how LeadDash can connect the client journey around your practice, and get your questions answered before you decide.

Book a personalized demo Explore the interactive demo

Choose a guided walkthrough for your practice, or explore the fictional demo workspace first. No credit card required.

Book a demo