My Best Practice Review 2025: Pros & Cons, Cost, & Who It’s Right For

Client Management

Managing an ever-growing caseload can quickly become overwhelming, but My Best Practice makes the task a little simpler. The system is designed with an intuitive layout, keeping frequently used tools—like client records, scheduling, and notes—within easy reach through an unobtrusive taskbar.

Adding new clients is straightforward. You can enter demographics, assign intake forms, and set up their client portal access all in one step. The client chart face sheet presents a clean, organized summary of key client details, while deeper records—such as treatment history, progress notes, and billing—are structured for easy navigation.

To ensure nothing slips through the cracks, a built-in to-do list tracks outstanding documentation, keeping practitioners on top of required forms, unsigned notes, and upcoming appointments. Searching, categorizing, and archiving client records is equally smooth, with filterable search tools that make locating specific clients or past sessions effortless.

Migrating to My Best Practice from a Different EHR

Switching EHRs always has the potential to be a major headache, but My Best Practice offers several migration options to simplify the process. You can upload a CSV file containing client demographics, and as long as it follows the formatting guidelines, the system will automatically import the data.

For larger practices or those who want a hands-off migration process, My Best Practice’s White Glove service handles the heavy lifting. This one-time $250 service provides direct assistance with importing client data, setting up customized forms, and ensuring a smooth transition for practitioners and staff.

Client Forms & Intake

During my time using My Best Practice, I was impressed by the depth of customization in its client forms and intake system. Right out of the box, it includes a large library of pre-built forms, including clinical assessments like the GAD-7 and PHQ-9, consent forms, and treatment agreements. If none of the defaults fit your needs, you can fully customize them or build new forms from scratch.

The drag-and-drop form editor made it easy for me to add checkboxes, dropdowns, and interactive fields without any coding or design experience. Editing existing forms was just as intuitive—copying, modifying, and reorganizing sections took only a few clicks.

Sending forms to clients is just as seamless. When I added a test client to the system, I was able to send their entire intake packet in one step to their client portal. Clients can review, fill out, and e-sign documents online, with everything automatically stored in their file. I also liked that they could access all completed forms at any time without needing to request copies.

Overall, I found the form creation, customization, and intake process to be incredibly smooth. It’s a system that lets you tailor everything to your practice’s needs while keeping things simple for clients.

Calendar & Scheduling

While testing My Best Practice, I found the calendar and scheduling system to be straightforward and well-organized, making it easy to manage a busy caseload without unnecessary complexity. The clean, intuitive layout allows for quick navigation, while built-in tools help streamline appointment booking, availability management, and staff coordination.

For larger practices, My Best Practice supports multiple locations, practitioners, non-clinical staff, and even staff groups, helping keep everything organized. I liked how custom availability rules could be set for each clinician, preventing scheduling conflicts and ensuring smooth appointment management.

Solo practitioners and smaller practices aren’t left out, either. Even without extra staff or multiple locations, I found the calendar system to be just as effective. One feature I really appreciated was the two-way sync with Google Calendar, allowing external calendar updates to reflect in My Best Practice—something not all EHRs include. Clients can also schedule or request appointments directly through the client portal, keeping the process streamlined.

Treatment Planning & Notetaking

I found My Best Practice’s clinical documentation system to be one of its standout features. It’s powerful without being overwhelming, striking the right balance between functionality and ease of use. Unlike some EHRs that clutter the interface with excessive options (like ICANotes, which I previously reviewed), My Best Practice keeps things clean and efficient while still offering deep customization.

One of my favorite aspects of the notes system is that it isn’t just about documentation—it’s designed to actively support clinicians during sessions. I liked how notes can include:

• Session agendas and to-do lists to keep discussions structured while allowing flexibility.
• Automated outcome measure tracking, pulling in PHQ-9, GAD-7, and other assessments to monitor progress over time.
• Homework tracking to follow up on client assignments between sessions.
• Reminders from previous notes, helping maintain continuity from session to session.

If you prefer a simple, freeform approach, My Best Practice allows that too. You can opt for a basic text box for freeform note-taking or fully customize templates to fit your documentation style. The flexibility to adjust templates ensures that both structured, data-driven clinicians and those who prefer a more narrative approach will find what they need.

The ability to combine structured notes, automated tracking, and session planning tools makes My Best Practice one of the best EHRs I’ve used for treatment planning and documentation. It provides the customization and efficiency needed to reduce paperwork without sacrificing clinical detail.

Telehealth

My Best Practice offers a built-in telehealth platform, but it’s not included in the base subscription—instead, it’s available as an add-on for $20 per practitioner per month. This differs from EHRs like TherapyAppointment and TherapyNotes, which bundle telehealth into their standard plans. Given that telehealth has become an essential part of most practices, it would have been nice to see at least a basic version included in the core subscription.

In my time testing My Best Practice’s telehealth, I found it to be functional but barebones. It supports screen sharing and live text chat, which is useful for remote collaboration, but lacks some of the premium tools I’ve seen in other EHRs. TheraPlatform, for example, offers live resource sharing, therapy-specific interactive tools, and engagement features designed to enhance virtual sessions. Compared to that, My Best Practice feels pretty basic for the price.

Despite its somewhat limited feature set, the telehealth system is easy to use and integrates seamlessly with scheduling, billing, and client records. If your practice relies heavily on interactive telehealth tools, a platform like TheraPlatform may be a better fit. However, for practices that just need a simple, HIPAA-compliant video call system, My Best Practice gets the job done perfectly well.

Insurance Billing

My Best Practice makes handling insurance straightforward and efficient, allowing practices to submit and track claims directly within the system. While the platform doesn’t introduce much in the way of automation or innovation, it provides all the essential tools needed to manage insurance billing without added complexity.

Submitting claims is a simple, guided process, and I found it easy to check claim statuses and generate superbills for out-of-network clients. Insurance eligibility checks are also available, ensuring that coverage is verified before a session takes place. Each insurance-related transaction—whether a claim submission or eligibility check—costs $0.25 per interaction, which is fairly standard but could certainly add up for high-volume practices.

While My Best Practice’s billing features work well, they don’t offer the same level of automation or flexibility as some competitors. Platforms like ICANotes allow practices to choose their own clearinghouse, which can help reduce costs. SimplePractice, on the other hand, offers a fully managed insurance billing service, handling the entire billing process on behalf of the practice for an additional fee.

Client Payment Methods, Collection, & Processing

Collecting and documenting client payments in My Best Practice is simple and easy. It has built-in tools for handling invoices, superbills, and automated billing. Payments can be collected via cash, check, or card, with PaySimple serving as the integrated payment processor. Accepted payment methods include debit, credit, and HSA/FSA cards, though processing fees—2.89% + $0.29 per transaction—are slightly higher than some competitors.

Clients can conveniently view and pay their balances through the client portal, reducing administrative workload and improving cash flow. Billing reports provide valuable financial insights, helping practices stay organized without relying on external accounting tools.

With flexible payment processing and strong administrative tools, My Best Practice makes it easy to manage both client finances and daily operations.

Practice Management & Reports

My Best Practice includes a comprehensive suite of tools designed to keep both solo and group practices organized. From staff management and internal communication to client progress tracking and document storage, the system streamlines workflows and reduces administrative overhead.

Practices can assign custom access levels to staff, ensuring HIPAA compliance while keeping data accessible to the right team members. A built-in messaging system allows secure communication between providers and staff, and unique staff team features make it easy to coordinate group therapy, shared caseloads, or collaborative client care.

Client progress tracking is another standout feature. Practitioners can organize treatment objectives and goals within session notes, making it simple to monitor milestones and follow up effectively. Custom assessment measures and data visualization tools help ensure clients stay on track.

For document storage, My Best Practice offers a cloud-based storage solution with separate spaces for practice-wide files and clinician-specific resources. The document center keeps essential records easy to access while preventing clutter in individual client charts.

With strong administrative tools, intuitive data organization, and built-in collaboration features, My Best Practice keeps the business side of a practice running smoothly, letting providers focus on what matters most—caring for their clients.

Customer Service & Training

My Best Practice stands out for its personalized, hands-on approach to customer support. From the moment I started my free trial, I was assigned a dedicated customer service representative, who was available to answer questions and guide me through setup. This level of direct support is rare in EHR systems and makes onboarding much smoother for new users or those who are unfamiliar with EHR systems.

For those who prefer self-service options, the knowledge base is well-organized, searchable, and easy to navigate. In the few instances where I needed help troubleshooting, I found that the documentation provided clear, step-by-step instructions—eliminating the need to contact support.

White Glove Onboarding – $250 One-Time Fee

For larger or more complex practices, My Best Practice offers an optional White Glove Onboarding service. For a flat $250 fee, a team member handles the heavy lifting—migrating client records, setting up forms, and assisting with overall system configuration. Given the challenges of switching EHRs for large practices, this service could be well worth the cost for practices that want to avoid downtime or administrative headaches.

Cost & Pricing Plans

My Best Practice starts at $39 monthly for a single practitioner, with each additional practitioner costing an extra $19 per month. This base price includes full access to the EHR system, client management tools, documentation, scheduling, and billing.

For practices needing additional functionality, My Best Practice offers several optional add-ons:

Add-Ons & Additional Fees

• Telehealth Access – $20 monthly per practitioner
• Electronic Prescriptions – $99 monthly per practitioner
• Insurance Claims Processing – $0.25 per claim (includes eligibility checks)
• Credit Card Processing (via PaySimple) – 2.89% + $0.29 per transaction
• “White Glove” Onboarding Service – $250 one-time fee

My Best Practice is competitively priced compared to similar EHR systems. For instance, during our review of TherapyAppointment, we found it offers a lower entry price of $10 monthly, but with far fewer features than My Best Practice. While costs can add up depending on the add-ons a practice needs, the system provides strong value for its price point.

User Reviews

User feedback on My Best Practice is overwhelmingly positive, with users consistently praising its ease of use, strong functionality, and smooth transition process from other EHRs. While the total number of reviews remains relatively small, the trend is clear—most users are highly satisfied.

History & News

• Date Founded: 2017
• Founders: J. Ryan Fuller
• Headquarters: New York, New York

According to a representative from My Best Practice, the company was founded in 2017 by a mental health expert and a tech entrepreneur. The company states that its goal is to create an accessible EHR system that will help mental health practitioners see greater clinical success. My Best Practice states it places a strong focus on the quality of customer service, innovation in clinical progress, and integrity in business practice.

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