Getting started with EasyMindCare
Set up your practice profile, invite your first client, and complete your first session in under five minutes.
Welcome to EasyMindCare. This guide walks through the first few minutes after you create your account so you can start seeing clients without friction.
After signing up, an onboarding wizard walks you through each step: customizing your practice settings, importing existing client data if you need to, and setting up your templates.
Finish your practice profile
After signing in, open Settings to add your name, credentials, and a profile photo. The details here appear on client-facing pages and on any documents you export.
Add your appointment durations and working hours under Scheduling defaults so new sessions inherit the right length automatically.
A complete profile also helps clients recognize your invites and gives exported documents a professional, consistent look.
Invite your first client
From Clients, choose Add client and enter the essentials. You can send a secure portal invite so the client can complete intake details themselves.
Until a client accepts their portal invite, their information is only visible to you and your authorized team.
Activate billing
Paid features unlock when you complete plan checkout during sign-up or later from Settings > Plan. Most therapists complete this in under five minutes.
To receive money clients pay on invoices, connect your own Stripe account from Settings > Client payments. Payments then transfer straight to your bank account through Stripe.
See the Billing guides for plan details, pricing, and how invoices reconcile automatically.
Import existing records
Switching from another system? You can bring existing client records, notes, and practice data with you during onboarding or at any time later.
See the migrating guide for what we can import and how the process works.
Works on every device
EasyMindCare is fully responsive and works on your laptop, tablet, and phone. You can access your practice, update notes, and manage clients from any device with the same security and functionality as the desktop version.
No client caps
Every plan includes unlimited client records. Whether you have ten clients or a thousand, you will never hit a cap or pay extra fees based on your practice size.
Learn more
Related guides
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.
Plans, pricing, and activating billing
Understand the available plans, how to subscribe, how invoicing works, and our money-back guarantee.
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.
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.