Help Center
Step-by-step guides for setting up and running your practice, plus a look at what's coming next.
Search by keyword or browse by topic to find the guide you need.
Getting started
Getting started with EasyMindCare
Set up your practice profile, invite your first client, and complete your first session in under five minutes.
Migrating from another EHR system
Bring clients, notes, and practice data into EasyMindCare from another EHR, with guidance on imports, bringing your own export, and reviewing records.
Clients & scheduling
Inviting clients to the client portal
Send secure, time-limited portal invitations so clients can set up access, update intake details, and review appointments without sharing passwords.
Scheduling and rescheduling sessions
Book appointments, set recurring sessions, reschedule one instance or a whole series, and handle cancellations and no-shows without auto-charging.
Setting your time zone
Choose your practice time zone so appointment times on your dashboard and the client portal show the correct local time.
Clinical notes
Billing
Account & security
Keeping your account secure
Use passwordless sign-in like Google or magic links, pick strong unique passwords, review your active sessions, and know what to do if something looks wrong.
Data security and HIPAA
How EasyMindCare protects client data with AES-256 encryption in transit and at rest, a signed BAA, audited servers, and audit logs on sensitive records.
Exporting your data
You own your records. Export clients, notes, and practice data in standard formats like CSV, PDF, and JSON at any time, with no export fees.
Troubleshooting
Troubleshooting sign-in problems
What to try when you cannot sign in, from password resets to stale cookies, and how to include a reference code so support can find your report fast.
Reporting a problem or giving feedback
Use the in-app Report a problem button to send a diagnostic report with page, browser, and recent error details, scrubbed of sensitive fields before sending.
Product Roadmap
See what we're building next to make your practice even better
Core EHR Platform
Client management, notes, scheduling, and basic reporting
Mobile Optimization
Full mobile responsiveness and touch-friendly interface
Advanced Security
Enhanced encryption, audit logs, and compliance features
Automated Reminders
Email and SMS appointment reminders to reduce no-shows
Telehealth Integration
Secure built-in video sessions for remote appointments
Advanced Practice Analytics
Deeper reporting on caseload, session volume, and revenue trends
Two-way Calendar Sync
Sync appointments with Google Calendar and Outlook automatically