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Learning Modules

Documentation

Notes, records, and the software that holds them.

3 lessons, in order

EMR & EHR

Comparing practice management systems on price, notes, billing, and telehealth.

  1. Setting up SimplePractice step by step

    Sixteen numbered steps to set up SimplePractice for a solo practice, each linked to its help article, with plan prices as listed in September 2026 and the costs that sit on top of the plan.

    7 min readVideo1 document

Notes & templates

Progress notes and treatment plans that meet the standard without taking your evenings.

  1. Progress notes: SOAP, DAP, BIRP and treatment plans

    SOAP, DAP and BIRP as common practice, what Oregon's counseling, social work and psychology boards require in a record, the seven-year rule, and the PDS after the 2024 end of Board pre-approval.

    7 min read4 documents

Practice setup

The licenses, numbers, policies, and accounts a solo Oregon practice needs before the first client.

  1. The Oregon solo practice setup checklist

    The order to set up a new solo practice in Oregon: license check, NPI, liability coverage, disclosure statement, HIPAA basics, Good Faith Estimate, records, and the office tools, each with its source.

    7 min read

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Oregon Advantage

Oregon leads the nation in access to psychedelic-assisted and integrative mental health therapies.

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