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EHR or Paper? A Key Decision for Group Practices Today

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SOAPsuds team

Published: 6/30/2025

Deciding between EHR and paper records is an essential choice for group practices today. With healthcare moving at a fast pace, staying alert about data protection is more critical than ever. In this setting, using an EHR (Electronic Health Record) is not just a trend—it has become vital for professionals working in group setups. 

This article walks you through the shift from paper to EHR in group therapy practices.

Overview

  • Moving from paper files to a digital system like SOAPsuds brings better organization, accuracy, and rule-following, while also helping with client support.
  • Picking the best EHR means reviewing features, cost, and support to match the specific needs of a group practice.
  • A clear plan—covering data transfer, staff learning, and workflow setup—can help with smooth EHR use.
  • Ongoing checks, staff input, and system reviews help fine-tune how the EHR is used and support long-term results.
  • Comparing EHR with paper in group practices might feel challenging, but the gains from choosing EHR can lead to more effective and efficient practice.

EHR tools assist by:

  • Making admin work easier
  • Cutting back on physical paperwork
  • Boosting record accuracy
  • Improving rule-following like HIPAA standards
  • Helping clients through better care coordination
  • Giving practice insights using data

Here’s a step-by-step process for switching your group practice to a digital setup.

Looking Into EHR and Practice Software Options

Begin by noting your current ways of keeping records. List all tools and systems your practice uses.

Then, point out problem areas. Spot any gaps, delays, or limits you see in your current approach, especially with paper charts.

After that, figure out what your group needs from an EHR. Outline what features and tools are necessary for your group setup.

Finding the Right EHR System for Group Practice in Therapy 

To make the right EHR choice:

  • Start by exploring your options.
  • Look into different systems designed for group settings.
  • Check things like functions, costs, and user feedback.

Pick features that your practice needs most, such as:

  • Scheduling tools
  • Billing functions
  • Digital notes
  • Rule-compliance features

Think about the provider’s reliability. Check reviews and how they support their users.

Be aware of all the costs. This means setup fees, monthly charges, and training costs.

Initiating the Transition 

Having a solid plan for change will make your switch to EHR easier. Write down all steps in your plan, including who does what, when things happen, and what’s needed.

Creating a real timeline will keep things on schedule. Use key targets to check progress.

Make sure resources like budget, staff time, and needed tools are set aside for the process.

Data Transfer to Your New EHR

When moving your old records to your new digital system, start by picking the data you need to move.

Create a layout for how the data will shift over. This makes sure nothing important is missed.

Clean your files before the move. Fix any errors or repeated entries. This helps keep your new system tidy.

Choose how you’ll move the data—manually, through automation, or with help from the vendor. Pick the option that suits your time and staff.

Test everything before going live. Make sure all info is in place and working. Fix any problems now instead of later.

Training and Support Program for Group Practices 

Learning new tools can feel hard for staff, so give them training that fits their learning style. Use hands-on sessions, manuals, videos, and other ways to help.

Keep helping even after the first training. Ongoing support builds staff confidence in using the system.

Choose a “go-to” team member to help others. This person can answer questions and provide help when needed.

Update Workflow Integration with new EHR system

  • Make changes to how your team works so it matches your new system. Think about what tasks will look like now and make new ways to handle them.
  • Update the rules everyone follows. Make sure your written steps match what’s expected with EHR. Clear directions help everyone do their job right.
  • Run a test version first. Use this to spot problems and gather input. Make changes before switching fully to the new setup.

Ensuring Security and Compliance 

  • Check that your EHR system follows privacy laws like HIPAA. Pick a system with good safety steps to protect client data.
  • Set controls to permit who can see what based on job roles.
  • Use strong safety settings like data encryption, audits, and secure logins to protect records and keep things legal.

Communicate the Transition 

Internal updates: Let all staff know about the change and what’s expected from them. Keeping open talk between team members helps the process run better.

Client updates: Let your clients know you’re moving to a digital system. Explain how it will help them, like easier booking or better access to records. Being open helps build trust.

Feedback options: Let staff and clients share their views during the change. Ask for input regularly and make changes when needed.

Monitoring and Improving the EHR Setup

Keeping an eye on your system after starting helps it run well and benefit your group.

  • Performance signs: Pick clear signs to track your EHR’s success. Look at things like how fast billing is done or how patient care improves.
  • Check regularly: Review how well your EHR is doing and look for ways to improve. Frequent checks help get the most out of the system.
  • Keep upgrading: Use feedback and data to update the system when needed. Being open to change helps your practice meet future needs.

Additional Resources 

Moving from paper to EHR is a big step. Careful planning and action can help group practices gain many benefits. Digital tools can support client care and work efficiency.

Start by reviewing your current setup, list what you need in a system, and create a plan to move over successfully.

By accepting the shift and using this guide, practice leads and team members can handle the process with confidence.

Here are more helpful tools:

EHR Guides:

  • HealthIT.gov: Offers broad info on electronic records, how to use them, and best methods.

Online tools:

Data transfer apps (like CloudHQ) that help move data from paper to digital.

  • Google Drive or Dropbox: For team sharing and editing.
  • DocuSign and AdobeSign: Digital signing tools that help gather client permission and other forms.

SOAPsuds, and telehealth tool built for therapists. It helps cut down admin work. You can try it free for 30 days, no credit card needed. It supports mental health, speech, occupational, and physical therapists in both solo and group settings.

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