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WithinEHR Documentation

Welcome to the WithinEHR documentation hub. Everything you need to configure, operate, and scale your practice is here — from first-time setup to advanced clinical workflows.

Getting Started​

New to WithinEHR? Begin with the essentials:

Key Features​

Appointment Scheduling and Calendar​

Manage your schedule, set provider availability, and enable 24/7 online booking for your clients.

Billing​

Process payments, create invoices, and manage your full billing workflow with integrated Stripe support.

Documentation​

Create clinical templates, capture notes, and manage client documentation with AI-powered features.

Health Records​

Comprehensive client record management with customizable fields, data import/export, and diagnosis tracking.

Communications​

Unified inbox for all client communications with email sync, secure messaging, and notification templates.

Telehealth​

Conduct secure, HIPAA-compliant video sessions with your clients using integrated telehealth features.

Compliance and Security​

WithinEHR is built with HIPAA compliance at its core. Learn more about our security architecture, BAA agreements, and data protection practices in the Compliance, Privacy, and Security section.

Need Help?​

Browse the documentation sections in the left sidebar for detailed guides on every feature. For direct support, visit withinehr.com/contact.