LeadDash | Connected behavioral health practice platform
HIPAA-compliant behavioral health software

One platform for your EHR, billing, phone, and marketing.

LeadDash EHR Growth plans bring them together in one connected platform.

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

See plans and start today Book a Growth demo

Start a LeadDash EHR trial today, or book a Growth demo to see the full connected system.

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
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What is included with LeadDash EHR Growth plans

Six connected tools for

LeadDash EHR Growth plans bring the tools that usually live across separate subscriptions into one connected behavioral health practice platform.

Behavioral health EHR

Charts, assessments, treatment plans, scheduling, and telehealth stay close to the client record.Replaces a separate clinical system.

DashNotes™

Capture session context with the built-in AI note-taking assistant, then move the work forward in the same practice workflow.Reduces the note backlog after sessions.

Insurance billing

Submit electronic insurance claims with a $0 per-claim submission fee and keep billing work in the connected platform.Avoids a separate per-claim workflow.

24/7 receptionist

Give prospective clients a helpful first answer and move them toward the next step you configure for the practice.Extends your front door beyond office hours.

Phone and client messages

Keep client communication and call activity close to the chart so follow-up begins with context.Replaces disconnected communication tools.

Marketing and client pipeline

Give inquiries a clear path from your website and booking pages into the same operating workflow used by your team.Replaces a disconnected lead handoff.

How it works

From first inquiry to care with context intact.

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

1

A person reaches out

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

2

The next step is clear

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

3

Care begins informed

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

4

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, 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.

  • 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
Explore DashNotes
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 EHR. 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
Real LeadDash public-demo client chart showing fictional client overview, visits, measures, clinical and billing tabs, schedule, balance, coverage, and diagnosis
Connected communication

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.

Explore the phone system
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
Included with LeadDash EHR Growth.No additional telehealth fee.
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.
Camera on Audio on ✦ DashNotes ready
A better system to build on

Move your practice into LeadDash EHR.

LeadDash EHR is built to run the complete behavioral health practice, not sit beside another system. Your launch is shaped around the workflows, people, and client experience you want to bring together.

01

Map what matters

Align team roles, scheduling, intake, documentation, communication, billing, and client follow-up around how your practice works.

02

Set up LeadDash EHR

Configure the connected EHR, phone, templates, and workflows your team will use before launch.

03

Go live together

Bring your team into one system with guided support and a rollout plan that fits your practice size.

Plan your LeadDash EHR launch
One connected journey

One connected practice. From first inquiry to final claim.

LeadDash EHR Growth connects the front office, care, and revenue work in one system. The chart follows the client journey and shows where the biggest handoffs disappear. Included in price means included in the listed platform subscription, not a separate feature fee.

Swipe right to compare SimplePractice, TherapyNotes, and Jane →

The client journeySimplePracticeTherapyNotesJane
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✓×××
4. Book & onboardOnline booking + intake sent automatically✓××✓
5. Deliver careBehavioral-health EHR + Telehealth✓Included in price for Growth plans×Not in platform price×Not in platform price×Not in platform price
6. Finish notesAI Notes✓Included in price for Growth plans×Not in platform price×Not in platform price×Not in platform price
7. Get paid & growInsurance billing and claims✓✓✓✓Paid add-on
8. Submit claimsPer-claim fee for electronic insurance claims$0per submitted claim25 to 50¢per submitted claim14¢per electronic claim30 to 50¢per submitted claim

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.

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

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.

Do you help practices move from another EHR?+

Yes. Migration is free on yearly Professional and Group LeadDash EHR plans.

Is LeadDash HIPAA compliant?+

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

See it in your workflow

Ready to see it for your practice?

Start a LeadDash EHR trial today, or book a Growth demo to see the full connected system.

See plans and start today Book a Growth demo

Month to month. No long-term contract.Get 50% off your first month through December 31, 2026.