WithinEHR is a comprehensive Electronic Health Records (EHR) platform designed for healthcare providers. It offers an all-in-one solution for managing your practice, including:

• Appointment Scheduling: Online booking, calendar management, and automated reminders
• Client Records: Comprehensive health record management with customizable fields
• Telehealth: Secure, HIPAA-compliant video consultations
• Billing & Invoicing: Integrated payment processing with Stripe
• Documentation: AI-powered note-taking and customizable templates
• Secure Messaging: HIPAA-compliant communication with clients
• Client Portal: Self-service portal for clients to manage appointments and documents

WithinEHR is fully HIPAA-compliant and designed specifically for healthcare practices.

For more information, see WithinEHR Documentation

WithinEHR is designed for a wide range of healthcare practices, including:

• Mental health professionals (therapists, counselors, psychologists)
• Private practice physicians
• Medical clinics and group practices
• Wellness centers
• Physical therapy practices
• Occupational therapy
• Speech therapy
• Nutritionists and dietitians
• Alternative medicine practitioners

Any healthcare provider who needs HIPAA-compliant practice management can benefit from WithinEHR.

Getting started with WithinEHR is simple:

1. Sign up: Create your account at app.withinehr.com
2. Set up your profile: Add your practice information, credentials, and branding
3. Configure your services: Define the services you offer and their pricing
4. Set your availability: Configure your schedule and availability for appointments
5. Invite your team: Add staff members and set their permissions
6. Import client data: Optionally import existing client records
7. Enable online booking: Share your booking link with clients

For detailed instructions, see Getting Started with WithinEHR.

Yes, WithinEHR is fully HIPAA compliant. We implement comprehensive security measures including:

• End-to-end encryption for all data transmission
• Secure data storage with encryption at rest
• Access controls and audit trails
• Business Associate Agreement (BAA) available for all users
• Regular security audits and compliance reviews
• Multi-factor authentication (MFA) support
• Automatic session timeouts
• Secure backup and disaster recovery

For more information, see Is WithinEHR HIPAA Compliant?

Yes! WithinEHR offers extensive customization options:

• Upload your practice logo
• Customize colors and themes
• White-label your client portal and booking pages
• Create custom email templates
• Design custom documentation templates
• Configure custom appointment statuses
• Add custom fields to client records

For more information, see White Labeling.

WithinEHR offers flexible pricing plans to suit practices of all sizes. Visit withinehr.com/pricing for current pricing information.

All plans include:

• Unlimited client records
• HIPAA-compliant security
• Telehealth capabilities
• Online booking
• Client portal
• Email and chat support

You can also schedule a demo to discuss your specific needs at withinehr.com/schedule-demo.

There is no limit to the number of client records you can create in WithinEHR. All plans include unlimited client records, allowing your practice to grow without restrictions.

Yes, you can import client data from other systems using our CSV import feature.

For more information, see Import Client Data.

Yes! WithinEHR is fully responsive and works on all devices including:

• Desktop computers (Windows, Mac, Linux)
• Tablets (iPad, Android tablets)
• Smartphones (iOS, Android)

Both providers and clients can access WithinEHR from any device with a web browser. The client portal is also mobile-optimized for easy access on the go.

Yes! WithinEHR includes built-in, HIPAA-compliant telehealth capabilities. You can:

• Host secure video consultations
• Share your screen during sessions
• Use virtual backgrounds
• Record sessions (with client consent)
• Take notes during video calls

No additional software or plugins are required. For more information, see Host a Video Call.

WithinEHR works on all modern browsers:

• Chrome (recommended) 74+
• Firefox 78+
• Safari 12+
• Edge 79+
• Opera 64+

For the best experience, we recommend using the latest version of Chrome or Firefox.

Mobile browsers:

• iOS Safari 12.1+
• Chrome for Android
• Samsung Internet

To enable online booking:

1. Go to Settings > Online Booking
2. Toggle "Enable Online Booking" to ON
3. Configure your booking settings (buffer times, advance booking limits, etc.)
4. Set your availability schedule
5. Copy your booking link and share it with clients

You can also embed the booking widget on your website. For detailed instructions, see Enabling Online Booking.

Yes! You can create and customize unlimited appointment types and services:

• Set different durations for each service
• Configure pricing for each service
• Assign specific colors for calendar visibility
• Set service-specific availability
• Add service descriptions for clients
• Upload service images

For more information, see Add or Customize Services and Products.

WithinEHR integrates with Stripe for secure payment processing:

1. Go to Settings > Billing > Payment Settings
2. Click "Connect with Stripe"
3. Follow the Stripe onboarding process
4. Once connected, you can accept online payments

Supported payment methods include credit cards, debit cards, and ACH transfers. For detailed instructions, see Setting Up Stripe Account.

Yes! WithinEHR includes comprehensive invoicing features:

• Create invoices manually or automatically from appointments
• Add line items, taxes, and discounts
• Send invoices via email
• Accept online payments
• Track payment status
• Generate superbills for insurance
• Export invoice data

For more information, see Creating an Invoice.

To create custom templates:

1. Go to Templates Library
2. Click "Create New Template"
3. Add sections, fields, and formatting
4. Use merge fields to auto-populate client information
5. Save and organize into folders

You can create templates for:

• Progress notes
• Intake forms
• Treatment plans
• Consent forms
• Assessments

For detailed instructions, see Create a Template or Form.

Yes! WithinEHR includes AI-powered documentation features:

• AI Summarize: Automatically generate summaries of session notes
• Voice-to-text dictation: Speak your notes instead of typing
• Smart suggestions: Get AI-powered suggestions while documenting

All AI features are HIPAA-compliant and your data remains secure. For more information, see AI Summarize and Voice to Text Dictation.

WithinEHR offers comprehensive team management:

1. Go to Settings > Team Members
2. Click "Invite Team Member"
3. Enter their email and select their role
4. Configure their permissions

Available roles include:

• Admin: Full access to all features
• Provider: Can manage clients, appointments, and documentation
• Staff: Limited access based on custom permissions
• Billing: Access to billing and invoicing features only

For more information, see Manage Staff Members and User Permissions Guide.

Yes! Clients can book appointments through:

• Your unique booking link
• Embedded booking widget on your website
• Client portal

Clients can:

• View your availability in real-time
• Select their preferred service and time
• Receive automatic confirmation emails
• Add appointments to their calendar
• Reschedule or cancel (based on your settings)

For more information, see Enabling Online Booking.

WithinEHR supports two-way calendar synchronization:

1. Go to Settings > Calendar Sync
2. Choose Google Calendar or Outlook
3. Authorize the connection
4. Select which calendars to sync

Benefits:

• Prevent double-booking
• See all your appointments in one place
• Automatically block time for external events
• Keep your schedule up-to-date across platforms

For more information, see Sync Calendar.

The Client Portal is a secure, self-service area where clients can:

• Book and manage appointments
• Complete intake forms and documents
• View and pay invoices
• Access session notes (if shared)
• Update their personal information
• Send secure messages

Clients receive a unique login link via email. The portal is fully branded with your practice information and can be customized to match your branding.

For more information, see Client Portal.

WithinEHR can automatically send appointment reminders via email and SMS:

1. Go to Settings > Notifications
2. Enable appointment reminders
3. Configure timing (e.g., 24 hours before, 1 hour before)
4. Customize reminder messages

Reminders help reduce no-shows and keep clients informed. For more information, see Setting Up Appointment Reminders.

Yes! You can export your data at any time:

• Client records (CSV format)
• Appointment history
• Invoice and payment data
• Documentation and notes

To export data:

1. Go to the relevant section (Clients, Appointments, Billing)
2. Click the Export button
3. Select date range and filters
4. Download the CSV file

For more information, see Exporting Client Data.

WithinEHR implements enterprise-grade security:

• Encryption: All data is encrypted in transit (TLS 1.3) and at rest (AES-256)
• Access Controls: Role-based permissions and audit trails
• Authentication: Multi-factor authentication (MFA) support
• Backups: Automatic daily backups with disaster recovery
• Compliance: HIPAA, GDPR, and SOC 2 compliant
• Monitoring: 24/7 security monitoring and threat detection

For more information, see Is WithinEHR HIPAA Compliant?.

Yes! You can customize all email and SMS templates:

• Appointment confirmations and reminders
• Cancellation notifications
• Invoice emails
• Welcome messages
• Password reset emails

Use merge fields to personalize messages with client names, appointment details, and more. For more information, see Notification Templates.

WithinEHR provides tools to manage cancellations:

• Set cancellation policies and deadlines
• Configure custom appointment statuses (e.g., "No Show", "Late Cancel")
• Track cancellation history
• Charge cancellation fees
• Send automatic cancellation confirmations

You can also configure whether clients can cancel online and how far in advance. For more information, see Custom Appointment Statuses.

Yes! You can create recurring appointments with custom patterns:

• Daily, weekly, bi-weekly, or monthly
• Custom days of the week
• Set end date or number of occurrences
• Skip holidays or specific dates

For more information, see Custom Repeating Appointments.

WithinEHR is hosted on secure, HIPAA-compliant cloud infrastructure with:

• Multiple data centers for redundancy
• Automatic daily backups
• 99.9% uptime SLA
• Disaster recovery procedures
• Geographic data replication

All data is stored in secure, encrypted databases with regular backups. You can also export your data at any time.

If you're experiencing telehealth issues:

1. Check your internet connection: Minimum 4 Mbps download/upload
2. Update your browser: Use the latest version of Chrome or Firefox
3. Check camera/microphone permissions: Allow access in browser settings
4. Close other applications: Free up bandwidth
5. Try a different browser: Test if the issue persists
6. Restart your device: Sometimes a simple restart helps

For more information, see Troubleshooting Telehealth Appointment Issues.

Yes, a Business Associate Agreement (BAA) is available for all WithinEHR users at no additional cost. The BAA is required under HIPAA to ensure that WithinEHR, as a business associate, properly handles protected health information (PHI).

To sign your BAA:

1. Log into your WithinEHR account
2. Go to Settings > Compliance
3. Review and sign the BAA electronically

For more information, see BAA with WithinEHR.

WithinEHR supports GDPR compliance through:

• Data portability (export client data)
• Right to erasure (delete client records)
• Consent management
• Data processing agreements
• Privacy by design
• Audit trails

For more information, see How WithinEHR Helps with GDPR Compliance.

Yes! We strongly recommend enabling MFA for enhanced security:

1. Go to Settings > Security
2. Enable Multi-Factor Authentication
3. Scan the QR code with an authenticator app (Google Authenticator, Authy, etc.)
4. Enter the verification code

MFA adds an extra layer of security by requiring a second form of verification when logging in. For more information, see Multi-Factor Authentication.

To manage your subscription:

1. Go to Settings > Billing & Subscription
2. View your current plan and usage
3. Upgrade or downgrade your plan
4. Update payment method
5. View billing history

You can change your plan at any time. Upgrades take effect immediately, while downgrades take effect at the end of your current billing period. For more information, see Managing Your Subscription.

WithinEHR accepts:

• Credit cards (Visa, Mastercard, American Express, Discover)
• Debit cards
• ACH bank transfers (for annual plans)

All payments are processed securely through Stripe. We do not store your payment information on our servers.

We offer a 14-day money-back guarantee for new customers. If you're not satisfied with WithinEHR within the first 14 days, contact our support team for a full refund.

For questions about refunds or billing, contact us at support@withinehr.com or visit withinehr.com/contact.

Yes! We offer a 14-day free trial with full access to all features. No credit card required to start your trial.

To start your free trial:

1. Visit app.withinehr.com
2. Click "Start Free Trial"
3. Create your account
4. Start exploring WithinEHR

After your trial ends, you can choose a plan that fits your practice needs.