Intelligently match counseling appointments (or requests requiring confirmation) with the appropriate therapist and resources.
Empower your clients with a personalized self-service portal for scheduling, rebooking, and accessing invoices and forms.
Scheduling (Calendar)
A smart calendar for an easier day
A smart, integrated online calendar that lets you focus on providing better care!
- Schedule counseling sessions by session type.
- View counselor and resource availability at a glance.
- Automatically generate essentials like intake forms, session notes, client profiles, invoices, and reminders with ease.
Multi-Locations & Therapists
Manage your multi-location practice management from a central dashboard, complete with calendars for every location and therapist.
Plus, customize "Book" buttons with different themes or languages to match your brand.
Custom Appointment Confirmations
Confirm and remind clients of upcoming appointments via email and text, using our mental health practice management software.
Get clients prepared for their appointments with parking directions, intake forms, and the option to add the appointment to their personal calendars.
Easy Scheduling
Easily schedule appointments or recurring sessions based on custom availability. Quickly rearrange appointments with a simple drag-and-drop feature.
Quickly rearrange appointments with a simple drag-and-drop feature.
Smart Calendar Assistant
Have the instant scheduler easily find the earliest available appointment for your therapists without you having to dig.
Plus, get pinged whenever clients make any changes or payments, keeping you updated in real-time with your mental health therapy software.
Online Booking
Take Scheduling Off Your Plate with Your Mental Health Software Smart Admin Assistant
Reduce admin time by allowing clients to schedule appointments independently (or submit appointment requests) 24/7. Automate intake forms, billing, and other processes securely.
Set individual staff availability and pair specialized counseling types with the right therapists.
Sync to your personal calendar and easily block off therapist time (including recurring time off) so your professional and personal calendars stay perfectly aligned with your psychology practice management software.
Trigger notifications via text and email, and stay informed with a live feed from your calendar assistant to quickly fill last-minute openings.
Simply reschedule with a click using the easy-to-use therapy management software for psychologists.
Link your custom or pre-built forms to specific services. Once completed, forms are automatically saved within each client’s clinical record, securely digitized—no paperwork or manual filing needed.
Easily track incomplete forms, and follow up with a click.
Take control of your practice with automated booking policies that manage self-serve online bookings, powered by the best mental health EHR software for small practices.
Streamline payments and reduce no-shows by allowing clients to pay online, using electronic medical records software for mental health.
Appointment Reminders
Reduce no-shows
Boost attendance and minimize follow-up time with automatic appointment reminders, along with directions, forms, links to the self-serve portal, and more all through your mental health management software.
Client Appointment Reminders
Minimize no-shows with automated email and SMS reminders.
Impress clients with directions, forms, and personalized notes.
Enable clients to easily reschedule, cancel, or book future appointments 24/7.
Forms & Payment Reminders
Save time to focus on better care.
Send a follow-up email with one click for incomplete forms or outstanding payments.
Clients receive automated reminders to complete tasks through your mental health EHR system.
Records & Session Notes
Save Time on Record-Keeping, Stay Organized, and Write Therapy Notes Faster
Digitize your practice with behavioral health EHR software. Create client profiles, session history, forms, notes, invoices, and reminders electronically, reducing the time spent on session notes.
Client Profiles - History, Notes & More
Have a 360 degree view of your client profiles at your fingertips. Store client details, appointment history, forms, documents, therapy notes, invoices/payment history, reminders, other documentation and more, accessible from anywhere you are, across any device. Plus, easily identify pending forms and unpaid or partially paid payments directly from each client’s record and follow up with a click. Unlimited storage.
Fast, Custom Therapy Notes
Create personalized psychotherapy notes (session notes, assessments, progress notes, and DAP notes) in minutes with customizable checkboxes and fields, saving you valuable time. Quickly insert frequently used text with just a click. For even greater efficiency, write handwritten notes directly in Yocale’s comprehensive case management software for therapists using a stylus during sessions.
Monitor Therapy Note Progress
Stay on top of unfinished notes with ease. See which therapy notes are still in draft mode along with the last updated date, so you can pick up right where you left off. This feature helps streamline the note-writing process and keeps you organized.
Automatic, Electronic Therapy Note Filing
Quickly and securely back up therapy notes and records, eliminating the need for paper-based systems. Write and store both therapy and non-therapy notes automatically within each client’s record, and retrieve ad-hoc notes instantly with a pop-up interface. Enjoy encrypted protection for all notes, ensuring client data security.
Online Forms
Less Time on Intake & Other Admin Forms
Streamline administrative tasks like printing, securing, and filing by syncing forms with the online booking process. Automate intake form send-out and filing, reducing manual effort and saving time with mental health EMR software.
Forms Library
Access an extensive library of out-of-the-box online forms, such as intake forms, consent forms, treatment plans, session notes, and DAP or DARP progress notes. Customize these forms further with an intuitive drag-and-drop form builder to suit your needs. Additionally, Yocale mental health software can convert your existing forms into the right format for seamless integration.
Automate Send-Out
Trigger specific forms to be sent out based on the session type and track their completion status. Set rules for form distribution, such as sending to new clients only, or making completion mandatory before bookings are finalized.
Automated Filing
Eliminate manual filing by automatically saving completed forms within each client’s record. Any changes clients make to their forms (e.g., address updates) will be captured effortlessly, reducing administrative workload and ensuring accurate, up-to-date client information.
Invoicing & payment
Less Billing Admin, Wholesale Processing Rates
Track key practice metrics and spend less time on billing with automatic invoicing. Provide clients with easy, online access to their invoices, eliminating the need to track them down. Save on payment processing fees with wholesale rates.
Key Practice Stats
Instantly access crucial insights into your practice’s performance as benefits of electronic mental health records software. Track key metrics such as retention rates, booking revenue, sales summaries, historical data, and more!
Automatic Invoices & 1-Click Payments
Effortlessly auto-generate fully customizable invoices, complete with your counselor registration number. Process payments with a single click directly from your Yocale smart calendar, or email invoices for clients to pay later. Save cards on file to speed up future billing and safeguard against cancellations or no-shows.
Billing Records
Access all invoices in one centralized list or view them by individual client. Clients can also conveniently access their invoices through the client portal.
Track Payments Effortlessly
Easily track the status of invoices (paid, partially paid, or outstanding) and follow up on unpaid balances with a click. Receive notifications when payments are completed—all in one convenient location.
Wholesale Rates & Reliable Hardware
Lower payment processing fees by up to 67% with wholesale rates through Yocale behavioral health software. Accept payments seamlessly using reliable, industry-leading hardware with advanced reporting, employee management, and more.
Virtual Care
Secure, Encrypted Telehealth for Virtual Client Meetings
Offer secure, encrypted video therapy with HD quality and no downloads required.
Meet Securely on Any Device
Hold fully integrated and encrypted private sessions with just one click—no app or download needed. By default, meetings are private, and clients cannot join without a secured link.
Host couples therapy and use breakout rooms with chat functionality for enhanced sessions.
Client Records at Your Fingertips
Be fully prepared for every virtual session with your mental health case management software. Access clinical records effortlessly and join secure virtual appointments directly from your calendar, ensuring all client information is at your fingertips for a seamless therapy experience.
Interactive Whiteboarding
Elevate virtual therapy with advanced whiteboarding tools. Draw, add shapes, text, and more on a shared whiteboard, and easily share your screen or upload therapy plans to collaborate in real-time.
Marketing
Grow Your Practice & Be Found Online
Accelerate your mental health software growth effortlessly with Yocale’s built-in marketing features.
SEO-Optimized Booking Page
Enhance your visibility with an SEO-optimized profile page on Yocale Marketplace. Get noticed on Google and attract more clients. If you’re just starting, use this page as your own website!
“BOOK NOW” Buttons
Boost your Google rankings and simplify bookings by adding “Book Now” buttons to your website. Clients can easily schedule appointments anytime, helping fill your calendar 24/7.
Automated Reviews
Build your online reputation effortlessly by auto-requesting reviews after each appointment. Get notified when reviews are added and have the flexibility to approve them before they go live.
Related resources
FAQs mental health software
What is mental health software?
Mental health software, also known as mental health EHR or behavioral health EHR, is a specialized type of electronic health records (EHR) system designed specifically for mental health professionals. It helps streamline clinical workflows, improve patient care, and enhance practice management.
What are the key features of mental health software?
EHR software for mental health typically includes features such as:
Online scheduling:
Allow clients to book appointments online and manage your schedule efficiently.
Client management:
Store and organize client information, including contact details, medical history, and treatment plans.
Forms & annotation:
Use pre-built forms for assessments and diagnoses, and customize them as needed.
Virtual appointments:
Conduct remote consultations via secure video or audio calls.
Patient charting:
Document client encounters, including assessments, diagnoses, treatment plans, and progress notes electronically.
Medication management:
Track prescriptions, refills, and any adverse reactions.
Billing and insurance:
Manage billing, insurance claims, and patient payments seamlessly.
E-prescribing:
Send prescriptions directly to pharmacies electronically.
Reporting and analytics:
Generate detailed reports on client outcomes and practice performance.
Online scheduling:
Allow clients to book appointments online and manage your schedule efficiently.
Client management:
Store and organize client information, including contact details, medical history, and treatment plans.
Forms & annotation:
Use pre-built forms for assessments and diagnoses, and customize them as needed.
Virtual appointments:
Conduct remote consultations via secure video or audio calls.
Patient charting:
Document client encounters, including assessments, diagnoses, treatment plans, and progress notes electronically.
Medication management:
Track prescriptions, refills, and any adverse reactions.
Billing and insurance:
Manage billing, insurance claims, and patient payments seamlessly.
E-prescribing:
Send prescriptions directly to pharmacies electronically.
Reporting and analytics:
Generate detailed reports on client outcomes and practice performance.
What are the benefits of using mental health software?
Using mental health therapy software can offer several benefits, including:
Improved efficiency:
Streamlining workflows and reducing administrative burden.
Enhanced patient care:
Providing better patient care through more accurate documentation and tracking.
Increased practice revenue:
Improving billing accuracy and reducing administrative costs.
Enhanced compliance:
Ensuring compliance with regulatory requirements.
Improved data security:
Protecting patient data through robust security measures.
How does mental health software differ from general EHR systems?
Unlike general EHR systems, mental health software is specifically designed for the unique needs of mental health professionals. It includes features such as specialized assessments, diagnoses, and treatment plans tailored to mental health conditions, helping you provide more personalized care.
Is mental health software suitable for solo practitioners?
Yes, mental health software is ideal for solo practitioners. Many platforms are specifically designed to cater to the needs of small practices, offering user-friendly setup, affordability, and streamlined workflows.
What factors should I consider when choosing mental health professional software?
When selecting practice management software for mental health, consider factors such as:
Features and functionality:
Ensure the software meets your specific needs and offers the features you require.
Ease of use:
Choose software that is intuitive and easy to navigate.
Cost:
Consider the initial cost, ongoing subscription fees, and any additional costs for implementation and training.
Security and compliance:
Verify that the software meets industry standards for data security and compliance.