Owners and clinicians
Coordinate the practice while each clinician works within the clients, cases, appointments, documentation, and billing information they are permitted to use.
Practice management for small clinical teams
One practice. Different clinicians. Workflows that still fit.
PracticeRunner helps small group practices coordinate individual, couple, family, child, group, consultation, and workshop services across clinicians, associates, supervisors, and administrative staff.
Begin with one clinician or a small set of cases, then expand after the workflow is working for your team.
A clinically diverse practice
Keep a shared operating system without flattening the clinical work.
A child therapist, couples therapist, group therapist, and supervisor may need different case structures and responsibilities. They should not need separate scheduling, communication, billing, and follow-up systems.
- Treat individuals, couples, families, and therapy groups as cases in their own right.
- Keep participant roles, attendance, portal access, documentation, and billing responsibilities distinct.
- Include individual consultation, consultation groups, supervision, and workshop services without presenting them as psychotherapy.
- Apply practice and provider defaults, then adjust scheduling, billing, payment, and supervision details where needed.
Roles that match the practice
Give people the access and responsibilities their work requires.
PracticeRunner separates clinical responsibility, supervision, and administrative support so the team can coordinate without treating every staff member as a clinician.
Associates and supervisors
Set supervision defaults, adjust the assignment for a client or case, and route signed notes to the right supervisor for review.
Administrative staff
Delegate scheduling, billing, intake, and settings support without requiring a clinician seat or granting unnecessary clinical responsibility.
Supervision that follows the assignment
Route review to the right supervisor.
Set a provider-level supervisor, choose a different supervisor for a particular client or case, or override the assignment for one appointment when coverage changes.
- An associate signs the note before supervisor review begins.
- The supervisor receives a task with the appointment and documentation context.
- The supervisor can approve the note or return it with feedback.
- The review history stays connected to the documentation workflow.
Administration and billing
Use practice-wide defaults without making every case identical.
A practice can coordinate billing centrally or keep provider-specific workflows where appropriate. Set common services, payment methods, invoicing, and collection timing, then make deliberate case-level adjustments.
- Automatic invoicing, AutoPay, or manual collection
- Card, lower-cost bank transfer, and externally recorded payments
- Case-level payment and collection settings
- Separate billing contacts and participant responsibilities
Practice-wide visibility
See what is happening across the practice.
Owners and authorized administrators can review clinical activity, billing activity, outstanding balances, caseloads, and scheduling patterns without reconstructing the practice from separate clinician spreadsheets.
PracticeRunner provides operational information for payroll and accounting handoffs. It does not calculate clinician compensation, run payroll, determine tax treatment, or prepare a tax return.
- Caseload and recent appointment activity by clinician
- Appointments, attendance, services, and scheduling activity
- Services, payments, adjustments, and unpaid balances
- Clinician billing activity and balances grouped by clinician
- Operational activity exports for an outside payroll process
- Ledger-backed activity for accountants and bookkeepers
A manageable start
Begin with a small part of the practice.
Move one clinician or a handful of active cases first. Review the roles, supervision, scheduling, billing, and reporting workflow before deciding how quickly to bring over the rest of the practice.
- Review your current practice structure and decide what should move first.
- Configure services, fees, roles, supervision, and payment workflows together.
- Use hands-on onboarding and guided migration during PracticeRunner's early stage.
See whether the workflow fits
Talk through your practice structure.
PracticeRunner is available now. Group practices can receive a guided demo, hands-on setup, and direct founder support during this early stage.