My Best Practice Review 2026: Pros & Cons, Cost, & Who It’s Right For

Client Records & Intake Management

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

Adding new clients in My Best Practice 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 additional 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.

I was impressed by the depth of customization available in My Best Practice’s forms and intake system. 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 default forms 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. While it isn’t as streamlined as some newer intake systems, it does the job well.

My Best Practice also supports importing client data from other EHRs by easily uploading batches of client data, which makes switching platforms far less disruptive than with many competitors.

This approach keeps client records flexible without becoming cluttered, which earned My Best Practice high marks for client records and intakes on our scoring criteria.

Scheduling & Calendar Management

While using 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.

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.

While My Best Practice doesn’t have the more advanced automations of some newer competitors, it’s scheduling tools are dependable and flexible enough for both solo and small group practices to rely on full-time.

Clinical Documentation & Treatment Planning

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.

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 within My Best Practice 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 to maintain continuity from session to session.

If you prefer a simple, freeform note 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.

Along with many other modern EHRs, My Best Practice has added an AI progress note feature. It functions by listening to telehealth sessions, creating a transcript, and then generating a progress note based on that transcript. It costs $2 per note generated, or $60 monthly for unlimited AI progress notes.

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 & Client Engagement

My Best Practice includes a built-in telehealth system, available as a paid add-on for $20 per practitioner per month rather than being bundled into the base subscription. Telehealth sessions launch directly from the schedule and are tied to the client’s chart, keeping video sessions integrated with documentation, billing, and appointments.

During use, My Best Practice’s telehealth felt reliable but intentionally simple. It supports core features like screen sharing and live text chat, which are sufficient for most therapy sessions, but it lacks some of the more advanced tools found in higher-end platforms.

For practices that primarily need a straightforward, HIPAA-compliant way to conduct video sessions without added complexity, My Best Practice’s telehealth does the job well. Clinicians looking for more robust virtual-care features or deeper video-based engagement or notetaking may find it somewhat limited.

Separately from telehealth, My Best Practice offers a built-in client portal that supports core engagement needs. Through the portal, clients can schedule appointments, complete intake forms, exchange secure messages, view invoices, and manage payments. These tools are tightly integrated with the rest of the platform and work consistently across scheduling, billing, and documentation workflows.

That said, My Best Practice’s client engagement tools are practical rather than extensive. There are no additional engagement features like programs, content delivery, habit tracking, or client journaling that some other platforms emphasize. Instead, the focus remains on clear communication and efficiency.

Overall, My Best Practice supports essential client engagement without trying to become a broader engagement or marketing platform. For clinicians who want reliable communication and self-service tools without added layers, this approach fits very well with the platform’s overall philosophy.

Insurance Billing & Revenue Cycle Management

My Best Practice takes a straightforward, usage-based approach to both insurance billing and client payments.

For insurance billing, My Best Practice offers two subscription options. Low-volume practices can use pay-as-you-go billing, which includes up to 20 free claims/ERAs per month. Beyond that, each insurance event costs $0.35, including claim submissions, ERAs, and eligibility checks. It’s important to note that claims and ERAs are billed as separate transactions on this model, which means costs can add up as billing volume increases.

For insurance-heavy practices, My Best Practice offers an unlimited billing plan that covers all claims and ERAs for a flat monthly fee of $99. This option trades per-transaction savings for predictability and typically becomes cost-effective once a practice is submitting about 150 claims per month. In general, these flat-rate insurance claim plans are fairly rare in mental health EHRs.

On the client payment side, My Best Practice includes built-in tools for invoicing, superbills, and balance tracking. Practices can accept cash, check, or card payments, with PaySimple serving as the integrated payment processor. Credit, debit, and HSA/FSA cards are supported, with processing fees of 2.89% + $0.29 per transaction, which is in line with many healthcare platforms.

Clients can view invoices and pay balances directly through the client portal, reducing administrative follow-up. Combined with clear billing reports and exportable financial data, My Best Practice keeps both insurance and private-pay workflows organized without adding unnecessary complexity.

Reporting & Administrative Tools

My Best Practice includes a practical set of administrative and reporting tools designed to support both solo clinicians and small group practices without adding unnecessary complexity.

On the administrative side, My Best Practice allows practices to assign custom access levels to staff, helping maintain HIPAA compliance while ensuring the right people can access the right information. Secure internal messaging supports communication between providers and staff, and team-based features make it easier to coordinate shared caseloads, group therapy, or collaborative care workflows.

Reporting in My Best Practice is focused primarily on clinical progress and operational visibility, rather than high-level business analytics. Clinicians can track treatment goals and objectives directly within session notes, making it easy to monitor client progress over time. Built-in assessment tools and visualizations help surface trends and outcomes without requiring external reporting tools or manual exports.

From an operational standpoint, My Best Practice also includes basic financial and administrative reporting, such as summaries tied to billing activity and documentation completion. While reporting options aren’t as deep or customizable as those found in larger enterprise platforms, they cover the essentials most therapy practices need to stay organized and compliant.

Document management is handled through a cloud-based storage system with separate areas for practice-wide files and clinician-specific resources. This keeps shared documents accessible without cluttering individual client charts.

Overall, My Best Practice’s reporting and administrative tools prioritize clarity and usability over breadth. Practices that need straightforward insight into client progress and day-to-day operations will find these tools sufficient, while organizations requiring advanced analytics or highly customizable reports may find the reporting layer somewhat limited.

Support, Onboarding, & 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.

My Best Practice Cost & Pricing Plans

My Best Practice pricing is relatively straightforward. For most solo therapists, the realistic starting cost is $59 monthly. That includes the base $39 plan plus the telehealth add-on. From there, insurance billing costs depend on volume, with My Best Practice offering both pay-as-you-go and unlimited billing options.

Base Pricing

• $39/month for the first clinician
• $19/month for each additional clinician
• *Optional: $20/month for telehealth

My Best Practice’s base pricing covers basic features like scheduling, documentation, client portal, messaging, intake forms, appointment reminders, and online payments

Telehealth is an optional add-on at $20 monthly per clinician, which is why most solo practices land at roughly $59 monthly. While telehealth is not a base cost, a majority of clinicians offer telehealth and will require this add-on.

Insurance Billing Costs

My Best Practice uses two insurance billing pricing models: pay-as-you-go billing and an unlimited billing add-on. Which option makes sense depends almost entirely on how many insurance sessions your practice processes each month.

Pay-As-You-Go Billing (Best for low to moderate volume)

This model applies automatically when you’re not using the unlimited billing add-on.

• Includes 20 free insurance events per month (claims or ERAs)
• Additional claims, ERAs, and eligibility checks are billed at $0.35 per transaction
• Works well for practices billing fewer than ~150 insurance sessions per month

For many solo and small practices, this pay-as-you-go structure keeps costs predictable and relatively low, especially if insurance volume is modest.

Unlimited Insurance Billing (Best for high-volume practices)

For practices with heavier insurance usage, My Best Practice offers an unlimited billing add-on.

• $99 monthly
• Covers unlimited claims and ERAs
• Becomes cost-effective at roughly 150 insurance sessions per month (or ~300 combined claim + ERA events)

What My Best Practice Costs in Real-World Scenarios

For a solo practice offering both in-person and telehealth sessions that is mostly cash-pay, the total cost typically lands at about $59 per month with My Best Practice. That covers the base software plus telehealth, without needing to move up to a higher tier just to unlock core features.

If that same solo practice starts billing insurance regularly, costs increase gradually based on claim volume. At around 30–40 insurance sessions per month, total monthly costs usually end up in the $75–85 range, depending on how many claims, ERAs, and eligibility checks are processed. Even at that level, pricing stays relatively predictable and scales smoothly as volume increases, remaining more affordable than many alternatives for a great set of features.

For insurance-heavy practices, My Best Practice’s unlimited billing option becomes more attractive. Once a practice reaches roughly 150 insurance sessions per month, the $99 flat-rate unlimited billing add-on often costs less than paying per transaction. At that volume, total monthly software costs typically land around $158 per month for a solo clinician ($39 base plan + $99 unlimited billing + $20 telehealth add-on), while per-claim pricing would usually exceed that amount due to separate charges for claims and ERAs.

User Reviews

Across review platforms, My Best Practice receives largely positive feedback, with users consistently emphasizing ease of use, strong documentation tools, and uniquely hands-on customer support. While the total number of reviews is smaller than more widely adopted EHRs, the sentiment is notably consistent. Taken together, these reviews position My Best Practice as a strong option for clinicians who prioritize structured documentation, responsive onboarding, and predictable pricing, with some caveats around user interface and payment processing.

History & News

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

My Best Practice was founded in 2017 by mental health clinician J. Ryan Fuller, with the goal of building an EHR specifically designed around real-world therapy workflows. From the outset, the platform positioned itself as a clinician-led alternative to more generalized or enterprise-focused systems.

Unlike many larger EHR vendors, My Best Practice has remained relatively stable in both ownership and product direction. The company seems to emphasize hands-on customer support, clinician-driven feature development, and predictable pricing, rather than rapid expansion or acquisition-driven growth.

There have been no major public acquisitions, ownership changes, or privacy controversies associated with My Best Practice since we began covering it. Updates to the platform have primarily focused on incremental improvements to documentation, billing, and workflow tools rather than large structural shifts.

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