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For therapists in integrated practicesGeneral-medicine EHRs bury therapy under medical fields, expose billing screens you can't use, and mix your notes into a record where scope is a suggestion. Here, your note templates are therapy-scoped — you can't even pick a medical one — and the chart shows you exactly what your role owns. Nothing more, nothing less.
Can therapists and physicians safely share one EHR? Yes — if notes are scoped by discipline and access follows role. In CareOS a therapist's template list contains only therapy and coaching scopes, medical actions don't render, and billing surfaces they don't own stay out of the way. Scope is enforced by construction, not by policy memo.
Your template list is your scope: therapy and coaching sessions. Medical templates don't appear, and signing authority follows scope by construction.
No lab ordering, no prescribing, no billing tabs — not hidden behind warnings, simply not part of your surface.
Message threads with your clients, separated from the care team's internal coordination notes — which clients never see.
PHQ-9 and GAD-7 send, score, and trend in the chart — measured care without a second tool.
Scheduling and the video visit room are native; your day is a schedule, not a Zoom-link spreadsheet.
The physician's plan, the coach's habits work, and your sessions coordinate behind the scenes — each discipline at top of scope.
Every note template carries a scope — therapy, coaching, medical, nutrition — and signing authority is scope-by-role. Therapists write and sign therapy-scope notes; medical templates aren't offered to them at all.
No. Billing and aesthetics surfaces don't render for the therapist role — access is least-privilege by construction, at the route level, not just hidden buttons.
Yes. The patient portal has secure messaging with the care team, and internal care-team coordination notes are kept invisible to clients.
Also on the team: Health coaches · Nurse practitioners · Medical directors
Setup walkthrough · Month-to-month, no annual contracts · Your data is exportable anytime