
EHR Tools for Mental Health Providers
Elevate practice efficiency with Alma’s EHR tools
Included for all members
Learn why clinicians use Alma’s EHR over other platforms.
Alma’s EHR tools save you time on:
Client intake & documentation
including assessments, consent forms, treatment plans, chart notes, and progress notes (using Note Assist)
Insurance billing
including claims, invoicing, and eligibility checks
Scheduling
for consultations and sessions
Time you spend on practice management:
An Alma membership could save you:
796 hours per year
Alma can save you money, too.
Get time back to focus on clients with Wiley Treatment Planners
- Simple template for guidance creating treatment plans that meet insurance requirements
- Access to over 1,000 pre-written interventions, goals, and objectives
- Easy to update to account for shifting client needs


Stay on top of patient progress with customizable, automated assessments
- Set up automatic PHQ-9, PHQ-8, GAD-7, and WHO-5 assessments based on your expertise
- Customize the assessment frequency based on client progress and needs
- Receive notifications for clients’ with severe or high-risk symptoms
- Visualize automatically-scored assessments and dig into individual questions
More features included in membership
Save time with HIPAA-compliant AI-assisted progress notes
Deliver high quality virtual care with HIPAA-compliant telehealth
On-demand CE courses

I can get the information collected in the client's profile page along with all the progress notes, treatment plans, and appointment history. Being able to have this all as a ‘one stop shop’ makes using them simple and minimizes the amount of time I need to spend going between different EHRs and copying things from one to the other.

— Paul Fitzgerald, LCSW
Alma
Included in membership:
HIPAA-compliant AI-assisted progress notes
Wiley Treatment Planners
HIPAA-compliant telehealth
Provider directory profile
Automated appointment reminders
Calendar syncing
Out-of-office scheduling
Chart notes
Client eligibility checks
Automated claims submission
On-demand CE courses
Members-only online community
Other EHR platforms
Available for a fee:
Wiley Treatment Planners
HIPAA-compliant telehealth
Provider directory profile
Automated appointment reminders
Out-of-office scheduling
Chart notes
Client eligibility checks
Automated claims submission
Not included:
AI-assisted progress notes
On-demand CE courses
Members-only online community
Compare Alma to other popular EHR platforms
Read about how Alma’s tools compare to other EHR platforms designed to increase practice efficiency for busy clinicians so you can focus on providing care.
Your questions, answered
Are Alma’s EHR tools HIPAA-compliant?
Yes, privacy and security of you and your clients’ data is extremely important to us. Alma implements robust safeguards in compliance with the HIPAA including:
- Encryption of all client information across Alma’s proprietary platform and databases.
- Storage of clinical data in a secure, HIPAA-compliant database to ensure that only you and authorized personnel can access it.
- Business Associate Agreements (BAA) with all other platforms we use that may transmit or store PHI to ensure our vendors also are HIPAA compliant.
Can I take progress notes in Alma?
Yes, the Alma platform includes progress notes templates to help you easily take notes that meet insurance requirements.
Are providers required to use Alma’s EHR tools?
No, Alma believes it is up to clinicians to make the best decisions for how they run their practice — including the tools you use. We recommend using the EHR tools available to you in Alma to reduce the need to pay for and switch between different platforms, but it is not required.
Does Alma include examples of informed consent documents?
Yes, the following templates are included in the Alma platform and can be customized to meet your needs. Alma also includes and clinical intake questionnaire and PHQ-9 and GAD-7 assessments:
- Notice of Privacy Practices
- Informed Consent for Assessment and Treatment
- Consent to Receive Text Messages and E-mails
- Telehealth Consent
Get even more out of your Alma membership
Enjoy enhanced reimbursement rates, guaranteed two-week payback after sessions, free continuing education, and caseload support—all included with your Alma membership.