INTEGRATIONS

Built for behavioral health,
integrated where it matters

Telehealth_Zoom-call

ProsperityEHR is designed as a complete platform with clinical tools, billing, and patient engagement already built in. We integrate strategically with specialized services like ePrescribe and clearinghouses, so you can focus on delivering care instead of connecting systems.

OUR APPROACH

More capabilities built-in from the start

After years in behavioral health technology, we've learned that most practices don't have an integration problem. They have a fragmentation problem.

The typical setup includes an EHR for notes, a separate portal for billing, another system for scheduling, and maybe two or three more tools for patient communication, outcomes tracking, and reporting. The problem is: your team ends up juggling five logins, duplicate data entries, and monthly troubleshooting calls when something breaks.

ProsperityEHR works differently. We built a unified platform from the ground up. Your clinical documentation, billing operations, 
scheduling, and patient engagement share the same database and live under one roof.

Integrations Diagram

What this means for your practice:

  • Write a progress note once, and it automatically populates your billing queue, updates the patient portal, and feeds your analytics dashboard.
  • Your entire team works in one system with one login.
  • No integration fees or maintenance contracts for core functionality.
  • When something needs fixing, there's one team to call: ours.

We didn't build it this way because it was easier. We built it this way because it's what actually works for behavioral health practices.

BUILT-IN CAPABILITIES

The essentials, already included

Explore the core capabilities of ProsperityEHR, purpose-built for mental and behavioral health practices.

  • Learn more

    Clinical documentation

    • Individual, group, and family therapy notes
    • Treatment planning and progress tracking
    • Clinical assessments and outcome measurement
    • Diagnosis and treatment history
    • Supervisor review and co-signature workflows
    • Secure document storage and attachments
    • Custom note templates for your modalities

    Learn more

  • Learn more

    Practice operations

    • Appointment scheduling with automated reminders
    • Patient self-scheduling portal
    • Digital intake forms and consent management
    • Waitlist automation to fill cancellations
    • Task lists and clinical worklists
    • Insurance eligibility verification
    • Staff credential tracking and compliance

    Learn more

  • Learn more

    Revenue cycle management

    • Automated claim scrubbing before submission
    • Real-time claim status tracking
    • Electronic remittance advice (ERA) posting
    • Patient statements and payment processing
    • Denial management and appeal workflows
    • Financial dashboards and reporting
    • Payment plans and collections tools

    Learn more

EMBEDDED & PARTNER INTEGRATIONS

When specialized tools make sense, we've got you covered

While ProsperityEHR handles the core of your practice, we integrate with industry-leading partners for specific clinical and operational needs that require specialized technology.

ePrescribe with DrFirst

ePrescribe with DrFirst

Insurance clearinghouse

Insurance clearinghouse

Telehealth with integrated video

Telehealth with integrated video

CUSTOM SOLUTIONS

When you need something more specialized

Every practice has unique workflows, and we get that. We offer custom integration services for specific use cases—but we're intentionally selective about what we build to ensure we can support it long-term.

Here’s how we think about it.

When custom integrations make sense

When it’s not the right time or fit

Specialized assessment or outcome tools

If your practice uses a specific evidence-based measurement platform (like symptom tracking or functional assessments) that's central to your clinical model, we can build a connection to pull that data into treatment plans.

Consumer apps or individual-clinician tools

If only one or two providers on your team want to use a specific app, it's probably not worth building a system-wide integration. We focus on 
practice-level needs.

Enterprise accounting systems

Large practices with complex financial reporting often need ProsperityEHR to sync with systems like NetSuite or Sage Intacct. We can build FHIR-based exports or API connections.

Systems that duplicate core ProsperityEHR features

If you want to integrate a third-party scheduling system when we already have robust scheduling built in, we'd probably recommend you use our native tools instead.

Legacy system transitions

If you're migrating from another EHR and need to maintain temporary read-only access during the transition period, we can help bridge that gap.

Tools with unstable APIs or poor documentation

We need to maintain what we build. If a vendor doesn't have reliable API documentation or changes their endpoints frequently, it becomes unsustainable.

Internal research or quality improvement systems

Practices and research-focused clinics sometimes need to extract de-identified data for analysis. We can create secure data pipelines for those purposes.

Anything that requires ongoing manual maintenance

We avoid unstable integrations that need constant babysitting. If an integration can't run autonomously, it's not the right solution.

When custom integrations make sense

Specialized assessment or outcome tools

If your practice uses a specific evidence-based measurement platform (like symptom tracking or functional assessments) that's central to your clinical model, we can build a connection to pull that data into treatment plans.

Enterprise accounting systems

Large practices with complex financial reporting often need ProsperityEHR to sync with systems like NetSuite or Sage Intacct. We can build FHIR-based exports or API connections.

Legacy system transitions

If you're migrating from another EHR and need to maintain temporary read-only access during the transition period, we can help bridge that gap.

Internal research or quality improvement systems

Practices and research-focused clinics sometimes need to extract de-identified data for analysis. We can create secure data pipelines for those purposes.

When it’s not the right time or fit

Consumer apps or individual-clinician tools

If only one or two providers on your team want to use a specific app, it's probably not worth building a system-wide integration. We focus on 
practice-level needs.

Systems that duplicate core ProsperityEHR features

If you want to integrate a third-party scheduling system when we already have robust scheduling built in, we'd probably recommend you use our native tools instead.

Tools with unstable APIs or poor documentation

We need to maintain what we build. If a vendor doesn't have reliable API documentation or changes their endpoints frequently, it becomes unsustainable.

Anything that requires ongoing manual maintenance

We avoid unstable integrations that need constant babysitting. If an integration can't run autonomously, it's not the right solution.

We prioritize integrations that benefit as many behavioral health practices as possible. If you're the only practice asking for a specific integration, we'll be honest about whether it makes sense to build.

FOR TECHNICAL TEAMS

API and developer resources

If you have in-house IT staff or work with a 
development partner, ProsperityEHR offers API access for programmatic integrations with your internal systems.

What's Available

  • RESTful API with OAuth 2.0 authentication
  • FHIR STU 3 specifications for standardized healthcare data exchange
  • Sandbox environment for testing and development
  • Technical documentation and developer support

Common Use Cases

  • Syncing patient demographics with enterprise health information systems
  • Extracting data for research, quality improvement, or accreditation reporting
  • Building custom dashboards or executive reporting tools
  • Connecting to internal business intelligence platforms

Requirements

  • SOC 2 compliance review
  • Dedicated technical contact on your team
  • Signed Business Associate Agreement (BAA)
  • Commitment to follow HIPAA and state privacy regulations
Integrations_For Technical Teams.png
ProsperityEHR has been exceptionally supportive throughout the implementation process, demonstrating strong attention to detail and responsiveness. They've been highly receptive to feedback and have made requested modifications to better meet our practice’s needs. The platform has enhanced client communication and fostered greater collaboration within our team.
Sara Banks, LPC
Partner, Cranberry Psychological Center
We've worked with this team for years, and they understand the unique challenges of running a group practice. When they told us about ProsperityEHR, we saw this as the evolution we'd been waiting for—not just in the software, but in how we serve our patients and support our providers.
Elizabeth Lonning, PsyD, MSCP
Owner, Psychology Health Group
The system is easy to use, even for non-tech savvy users. ProsperityEHR makes charting and other daunting tasks quicker and easier— and ensures nothing falls through the cracks.
Jessica Rivera, LMFT
Owner, Clear View Behavioral Services
We’ve seen how much the field has evolved, and we wanted to be ahead of the curve—especially when it comes to customization and compliance. We were looking for a platform that would support how we work and grow with us, and we’ve seen real benefits: faster billing, fewer errors, better revenue flow, improved compliance. The transition may feel big, but the payoff is bigger.
Rick Jass, MA, LPC
Co-founder & Clinical Director, Charis Counseling
The efficiency in being able to go into our EHR, look at a patient's record, look at the claims data, and organize the claims in ways that we can respond more efficiently is a significant improvement.
Founder and Executive Director
Psychosocial and Behavioral Rehabilitation Firm
Switching systems will always be stressful, but the functionality we’ve gained is worth it—by a long shot. Knowing we had help through every step made all the difference. If you’re considering it, just make sure you know what you’re gaining. For us, the upside far outweighed the temporary discomfort.
Jessica Rivera, LMFT
Owner, Clear View Behavioral Services
We have a minimum of a 93% collection rate on allowed amounts, and that’s not necessarily because Psychology Health Group is doing something magical...I think that’s because of ProsperityEHR's revenue cycle management system, the balance notifications, the ability to get information about whether insurance is covering or not.
Elizabeth Lonning, PsyD, MSCP
Owner, Psychology Health Group
ProsperityEHR inherited a nightmare because our billing archives were incredibly archaic. It was a process to go through our claims data, clean it up and make sense of it, then take our billing forward. But over time they’ve provided a much more effective billing service for us.
Founder and Executive Director
Psychosocial and Behavioral Rehabilitation Firm
When you’re running a private practice and trying to grow a business, you have to understand that you’re going to wear many hats. And you’re going to have to learn how to sit in your value system because your value system will be challenged. At the end of the day, you also have to have a relationship with money and understand that it’s okay to be prosperous.
Heidi Carlson
Founder, River Valley Behavioral Health & Wellness Center
It's one thing to enjoy the practice of clinical psychology. It's another thing to dread the management of the business of a private clinical psychological practice if you're struggling financially. As a working business owner, ProsperityEHR has alleviated an awful lot of stress in my enjoyment of my practice.
Founder and Executive Director
Psychosocial and Behavioral Rehabilitation Firm

BUYER’S GUIDE

Questions to ask when evaluating integrations

Not all "integrations" are created equal. If you're comparing EHR platforms, here are the questions we think you should ask every vendor, including us.

What's actually built-in versus what requires a third-party integration?

Many EHRs advertise "integrated billing" but make you use a separate portal for claims. Or they say they have a "patient portal" but it's managed by a different company entirely.

With ProsperityEHR: Clinical notes, billing, scheduling, patient portal, and reporting all share one database. There's no handing off between systems.

Ready to simplify your behavioral health practice technology?

We built ProsperityEHR to eliminate fragmentation and frustration. See how a complete platform designed specifically for behavioral health can help your practice run more smoothly.