Frequently Asked Questions

ProsperityEHR includes customizable, best-practice note templates, one-click macros, and saved phrases to streamline documentation. Providers can quickly access patient histories, write session notes, and complete treatment plans with ease—reducing time spent charting.

Yes. ProsperityEHR integrates with DrFirst for seamless e-prescribing, including support for controlled substances and PDMP. Providers can manage medications directly within the patient chart and access medication histories and alerts for safer prescribing.

ProsperityEHR streamlines onboarding with digital intake forms, appointment reminders, telehealth, and e-signature capabilities. Patients can complete forms online before visits, and clinicians can review information in real time—reducing no-shows and administrative burden.

Yes. ProsperityEHR supports integrated telehealth sessions, digital communication, and patient access from anywhere—making it ideal for hybrid and virtual-first behavioral health practices.

The platform includes a consolidated calendar view, real-time patient information, automated task management, and in-session workflows. Admins and clinicians can manage their day, follow up on tasks, and prevent missed steps with intuitive tools.

ProsperityEHR’s revenue cycle management capabilities are vast and include a significant amount of flexible automation, making it ideal for large and growing practices that deal with a high volume of claims and payments. It includes an embedded clearinghouse, automates key revenue cycle processes, including charge capture, eligibility checks, and billing workflows. When you sign a note, it triggers billing with built-in documentation checks to support clean claims and timely reimbursement. Flexible charge management rules can also be created to automatically update charges per payer-specific requirements to reduce denials and maximize revenue.  

Yes. ProsperityEHR offers embedded analytics dashboards for clinical, operational, and financial metrics. Self-service reports are available to uncover trends, monitor compliance, and inform strategic decisions.

Yes, we have a preferred integrated credit card processor, but we do work with other third-party credit card processors as well. 

Yes. You can configure rules-based queries and review results directly in the system, or export data to CSV format to create additional pivots, charts, graphs, and custom reports that meet your specific reporting needs.

Yes. ProsperityEHR incorporates reactive AI, which responds to operational issues in real time based on predefined, rules-based configurations. Unlike AI that learns or makes autonomous decisions, our reactive AI follows clear condition-action rules to handle administrative tasks like automatically scrubbing claims for errors, surfacing revenue risks, and accelerating payment processing. It works alongside our embedded clearinghouse and integrated analytics to transform complex operational data into actionable insights, catching billing issues and payer denial patterns before they impact your practice. We're intentional about using AI to support your revenue cycle, freeing up your team to focus on providing quality care to patients. 

Yes. Our RCM solution provides comprehensive, in-system claim tracking including: 

• diagnosis checks 

• missing encounter checks 

• charge review and submission 

• clearinghouse submission and resolution 

• claim denial follow-up 

• pre-collections processing 

• automated patient balance notifications via SMS/email with secure payment options 

Yes. Our accurate, embedded insurance verification tools and integrated workflows ensure 99.5%+ clean claim rates, which means faster payments and less time spent correcting errors. Your staff can stop calling payers or visiting payer websites to obtain accurate coverage information. 

Our approach focuses on prevention first. Our RCM solution includes tools and processes that minimize denials from the start. For denials that do occur, our team has deep expertise in denial codes, payer-specific requirements, and features that facilitate efficient resolution workflows. We understand the software inside and out and bring the persistence needed to recover your revenue. Through improved charge capture and systematic denial management, practices achieve an average 97%+ overall collection rate.

Of course! Please fill out the form here and a member of our team will reach out to schedule your personalized demo.

Switching EHR systems is a significant decision, but with the right guidance and support, it doesn't have to be disruptive. At ProsperityEHR, we've designed our implementation process specifically to minimize disruption to your patient care and daily operations. We provide hands-on project management, careful data migration with full transparency about what transfers and how, role-specific training tailored to your team size, and intensive support during your first weeks of system use. We work with your schedule and capacity, not against it. Many practices find that a well-managed transition is actually less disruptive than continuing with a system that creates daily frustrations. 

A successful transition requires clear preparation, strong communication, and the right support structure. Key elements include: understanding your current operational challenges and goals, identifying internal champions who can support their colleagues through change, planning for data migration and workflow adjustments, ensuring adequate training time for all roles, maintaining focus on patient care continuity, and having realistic timelines that account for your practice's capacity. We've outlined the complete preparation process in our EHR go-live guide, which explains what to expect.

Implementation timelines vary based on your practice's specific situation. Factors that influence timing include your current contract obligations, the complexity of your service lines and business model, the number of locations and providers, your existing data migration requirements, and whether you're working toward a specific deadline (such as a forced vendor transition). During your Foundation Assessment, we'll discuss your unique circumstances and develop a realistic timeline that balances thoroughness with your scheduling needs. As an example, a 40 provider practice offering talk therapy and medication management services could expect an implementation to take approximately 12-16 weeks.

We don't disappear after go-live—we're committed to your long-term success. You'll receive intensive support during your first weeks after go-live when questions naturally come up, followed by ongoing access to our support team as you optimize and grow. We'll also proactively seek your feedback along the way so we can continue improving the platform to meet your evolving needs. Your continued success is our success, and our support structure reflects that partnership approach.

ProsperityEHR provides robust guided training and support before, during, and after implementation, ensuring a smooth transition and ongoing assistance to minimize administrative burdens and enhance user experience.

Following contract signature, a team of ProsperityEHR experts will be assigned to ensure your success. An implementation and Education Specialist will lead your team through all of the clinical and operational decisions required to inform any technical set-up, define clear workflows, perform system configuration, lead testing, and provide training.

After go-live, a ProsperityEHR Technical Account Manager will support the maintenance and scale of your program by measuring progress towards your organization's goals, hosting quarterly business review meetings, educating your team on new features and product updates in an effort to help you identify opportunities for growth.

ProsperityEHR follows pre-established implementation blueprints, meaning go-live can be completed in as little as 8-12 weeks. While ProsperityEHR is committed to leading your team through implementation, it is important to note that the full timeline will vary depending on your organization’s size, scope, and governance structure. 

Yes, ProsperityEHR offers comprehensive training for new users to ensure they are comfortable and proficient with the system's features and functional.

ProsperityEHR offers data migration services and dedicated support to ensure a smooth transition from your current EHR system. Our team will work closely with you to manage the migration process efficiently and can get you up and running within 8-12 weeks.