1. Mental Health Practice Mgmt
  2. Get started
Get started

Get Mental Health Practice Mgmt running in four steps.

Begin with one patient journey and a named care team.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Mental Health Practice Mgmt. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Mental Health Practice Mgmt in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started and use Proto to configure Mental Health Practice Mgmt for your practice. Bring the people who coordinate visits, provide care and review clinical evidence into the initial setup.

Prepare the first operating cycle

Choose one patient scenario. Enter the patient number and assigned clinician, record the applicable consent, schedule an encounter and document the visit. Agree who checks privilege evidence, who reviews the encounter and who closes a follow-up task.

Review before release

Walk through the case with each role. Confirm that the patient and encounter references stay the same across notes, tasks, charges and any specialty records. Check the exception path for a cancelled visit, withdrawn consent or escalated task before expanding to more work.

Set up Mental Health Practice Mgmt your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started