Individual therapy
Keep the client's appointments, documentation, communication, billing, forms, and follow-up connected in one familiar case.
EHR software built for relationality
Therapy may be individual. Clients still live within relationships and systems.
Therapists often work with relationships, not just individuals. With PracticeRunner, a couple, family, or therapy group can be the case itself. You do not have to use one client as a stand-in for everyone else or reconstruct the case as a list of clients attached to a recurring appointment. Each participant keeps an individual identity and appropriate access, while attendance, documentation, communication, billing, and payments stay connected to the shared case over time.
- Cases in their own right
- Changing attendance
- Distinct participant roles
- Shared and participant-specific context
Built around the case
A family is a case. A group is a case. The software should treat them that way.
One person and one chart fit individual therapy. A couple, family, or therapy group can also be the case in its own right. PracticeRunner starts with the work being done instead of flattening every service into several disconnected individual charts.
Couples therapy
Keep both partners connected to one couple case without making either person the administrative owner of the relationship.
Family therapy
Keep the family roster and shared history intact while attendance, portal access, and practical responsibilities change from session to session.
Therapy groups
Keep an ongoing group intact between meetings, with its roster, session attendance, group documentation, communication, and participant billing arrangements connected.
Connected does not mean collapsed
Represent the relationship and preserve each person's boundaries.
One person may receive care, another may sign forms, another may manage scheduling, and another may pay. PracticeRunner keeps the shared case intact while access and responsibilities remain deliberate.
- Each participant retains a distinct identity and contact information.
- Shared notes remain with the couple, family, or group.
- Client-specific note addenda can remain with one participant's individual documentation.
- Approved representatives and billing contacts do not have to be presented as therapy clients.
- Portal access, communication, forms, and billing notifications follow the person's role.
Couples and families
The practical workflow follows the work being done together.
Appointments, shared documentation, communication, billing history, and scheduling context stay with the couple or family. Individual identities and sensitive participant-specific information remain separate where they need to be.
Ongoing therapy groups
A therapy group is more than a recurring calendar event.
The group remains the case between meetings. Its roster, appointments, attendance, shared documentation, communication, forms, participant-specific context, invoices, and payments stay connected.
What to look for after scheduling
- The couple, family, or group remains intact across appointments.
- Attendance can change by session without changing the case roster.
- Shared documentation stays with the relationship or group.
- Participant-specific details can remain connected to the appropriate person.
- Portal access, forms, messages, and billing responsibilities can differ by participant or approved helper.
- Scheduling, invoices, payments, receipts, and follow-up stay connected to the same case model.
A manageable way to begin
Start with one relationship, family, or group.
You do not have to move every client at once. Begin with one active case or a small part of your caseload, confirm that the workflow fits, and expand when you are ready.
- Set up the participants, roles, scheduling, documentation, and billing for a real case.
- Keep your current system available while you review how PracticeRunner fits your day-to-day work.
- Receive hands-on onboarding, guided migration, and direct founder support during PracticeRunner's early stage.
Practice management designed for the way therapy is really practiced
See whether PracticeRunner fits your work with couples, families, and groups.
PracticeRunner is available for independent therapists and growing practices, with hands-on onboarding and direct founder support during this early stage.