Straightforward pricing
Choose the plan that fits your practice.
Compare every feature before you choose a plan. Pricing and your next step are at the end of each plan column.
Yearly, save 10%
Compare every feature
See what each LeadDash EHR plan includes.
Review every capability first. At the end, choose your plan and start your 30-day free trial.
E Essentials • P Professional • G Group
Feature
Essentials
Professional
Group
Core EHR
Clinicians
Solo or team
Solo
Team
Unlimited clients
✓Included
✓Included
✓Included
Clinical notes
✓Included
✓Included
✓Included
Treatment plans
✓Included
✓Included
✓Included
Secure client records
✓Included
✓Included
✓Included
Client portal
✓Included
✓Included
✓Included
Digital paperwork and forms
✓Included
✓Included
✓Included
Scheduling
✓Included
✓Included
✓Included
Online booking
✓Included
✓Included
✓Included
Automated email reminders
✓Included
✓Included
✓Included
Secure client messaging
✓Included
✓Included
✓Included
Couples charts
✓Included
✓Included
✓Included
Built-in Telehealth
✓Included
✓Included
✓Included
Payments and billing
Card payments
✓Included
✓Included
✓Included
Superbills
✓Included
✓Included
✓Included
Self-pay workflows
✓Included
✓Included
✓Included
Insurance claims
×Not included
✓Included
✓Included
Remittances
×Not included
✓Included
✓Included
Eligibility checks
×Not included
✓Included
✓Included
Payer enrollment
×Not included
✓Included
✓Included
Claim status and denial reporting
×Not included
✓Included
✓Included
Security and compliance
HIPAA compliant with a BAAWe sign a Business Associate Agreement with every practice. It is part of the service agreement you accept when you sign up.
✓Included
✓Included
✓Included
256-bit encryptionRecords are encrypted at rest with AES-256 and in transit with TLS 1.2 or higher.
✓Included
✓Included
✓Included
Passwordless sign-inYour team signs in with a one-time code or a passkey, so there are no passwords to steal or reuse.
✓Included
✓Included
✓Included
Automatic sign-outIdle sessions end on their own, so a screen left open does not stay signed in.
✓Included
✓Included
✓Included
Audit log of record accessEvery time a record is opened, it is logged, including any access by LeadDash support.
✓Included
✓Included
✓Included
Privacy modeOne tap hides client names and dates of birth on screen when you work in a shared space.
✓Included
✓Included
✓Included
Separate practice dataEach practice's records are kept apart. Someone who works at two practices sees only one at a time.
✓Included
✓Included
✓Included
Offsite encrypted backupsYour data is backed up to encrypted cloud storage kept separate from the live system.
✓Included
✓Included
✓Included
Records exportExport your records any time. If you cancel, you have 30 days to export them before they are deleted.
✓Included
✓Included
✓Included
Optional add-on per clinician
DashNotes AI note taker
$17.10per clinician
per month/mo
per month/mo
$17.10per clinician
per month/mo
per month/mo
$17.10per clinician
per month/mo
per month/mo
Compare every feature
See what each LeadDash EHR + Growth plan includes.
Review the complete system first. At the end, choose the Growth plan that fits your practice.
Feature
Core
Complete
Practice
Connected care foundation
LeadDash EHR with insurance billing
✓Included
✓Included
✓Included
DashNotes AI note taker
✓Included
✓Included
✓Included
Built-in Telehealth
✓Included
✓Included
✓Included
HIPAA-compliant practice phone
✓Included
✓Included
✓Included
Secure client messaging
✓Included
✓Included
✓Included
Couples charts
✓Included
✓Included
✓Included
Demand and marketing
Unlimited websites
✓Included
✓Included
✓Included
Booking funnels
✓Included
✓Included
✓Included
CRM
✓Included
✓Included
✓Included
Lead pipeline
✓Included
✓Included
✓Included
Workflows and automations
✓Included
✓Included
✓Included
Email marketing
✓Included
✓Included
✓Included
SMS marketing capabilities
✓Included
✓Included
✓Included
Support and scale
24/7 receptionist
×Not included
✓Included
✓Included
Weekly live Q&A
×Not included
✓Included
✓Included
Included clinicians
1
5
12
Additional clinician
$69 / month
$69 / month
$69 / month
Roles, supervision, and co-sign
×Not included
×Not included
✓Included
Security and compliance
HIPAA compliant with a BAAWe sign a Business Associate Agreement with every practice. It is part of the service agreement you accept when you sign up.
✓Included
✓Included
✓Included
256-bit encryptionRecords are encrypted at rest with AES-256 and in transit with TLS 1.2 or higher.
✓Included
✓Included
✓Included
Passwordless sign-inYour team signs in with a one-time code or a passkey, so there are no passwords to steal or reuse.
✓Included
✓Included
✓Included
Automatic sign-outIdle sessions end on their own, so a screen left open does not stay signed in.
✓Included
✓Included
✓Included
Audit log of record accessEvery time a record is opened, it is logged, including any access by LeadDash support.
✓Included
✓Included
✓Included
Privacy modeOne tap hides client names and dates of birth on screen when you work in a shared space.
✓Included
✓Included
✓Included
Separate practice dataEach practice's records are kept apart. Someone who works at two practices sees only one at a time.
✓Included
✓Included
✓Included
Offsite encrypted backupsYour data is backed up to encrypted cloud storage kept separate from the live system.
✓Included
✓Included
✓Included
Records exportExport your records any time. If you cancel, you have 30 days to export them before they are deleted.
✓Included
✓Included
✓Included
Practice only
Community access
×Not included
×Not included
✓Included
Built-in LMS for selling courses
×Not included
×Not included
✓Included
Pricing FAQ
Answers for choosing and managing your plan.
LeadDash EHR is the clinical, scheduling, client access, payment, and billing foundation. LeadDash EHR + Growth includes that foundation plus HIPAA-compliant practice phone, unlimited websites and funnels, CRM, lead pipeline, automations, email marketing, and SMS marketing capabilities. Complete and Practice also include the 24/7 receptionist. The Practice plan adds community access and a built-in LMS to create, deliver, and sell courses.
Enter a card to start your 30-day free trial. Your card is first charged on day 30. Cancel any time before day 30 and there is no charge.
Everything is fully on during the trial except claims, which are held until you are paid or you choose Start billing early. The DashNotes add-on is limited to 5 recordings during the trial.
Anyone providing care counts as a clinician. Admin and biller seats are free.
Yes. Every plan includes unlimited clients.
Yes. An upgrade takes effect right away and the difference is charged that day, and your plan renews at the new price. A downgrade is credited on your next invoice.
Migration is free on yearly Professional and Group plans.
You can cancel in the app. Your records remain readable after cancellation.
LeadDash EHR plans do not send text messages. Reminders, paperwork links and portal sign-in codes go by email, and clients message you securely in the client portal. LeadDash EHR + Growth plans text clients from your practice's own number in the LeadDash platform, billed on your usage.
Yes. Your BAA is available the first time you sign in.
Use the Growth comparison table to see the inclusion in each plan. Core includes the connected EHR, DashNotes AI note taker, Built-in Telehealth, practice phone, websites, funnels, CRM, pipeline, automations, email marketing, and SMS marketing capabilities. Complete and Practice add the 24/7 receptionist. Practice also adds community access and the built-in LMS for selling courses.