WP142 | Simplify Your Workflows with an EHR Built for You with J. Ryan Fuller, Ph.D.

What if your EHR actually made your life easier instead of adding to your to-do list?

In this episode, I’m joined by Dr. J. Ryan Fuller—psychologist, tech innovator, and self-proclaimed former workaholic—who gets what it’s like to run a private practice and still want a life outside of it. He’s one of the brains behind a platform that’s flipping the script on clunky, stress-inducing software and replacing it with clean, simple tools that actually help you do your job better (and faster!).

We’re talking about smart automation, AI-generated progress notes (that don’t feel scary), evidence-based workflows, and all the little things that save you time so you can focus on what really matters: your clients and your sanity.

If you’ve ever felt like your software was working against you—or you just love geeking out about ways to streamline your practice—this one’s for you. Let’s dive in!

Built by a Former Workaholic (So You Don’t Have to Be One)

Dr. Fuller admits it—he’s been a workaholic. He’s worn a lot of hats, seen a lot of systems, and realized that therapists are often wasting time on things that could be handled with simple automations. So he co-created a software platform (My Best Practice) that cuts the fluff and focuses on what matters:

  • Clean, simple design

  • Time-saving automation

  • Evidence-based workflows

  • Actual support for clinical judgment

In his words? “If the software can do it, it should—as long as it doesn’t require clinical judgment.”

Time-Saving That Actually Feels Like Time Saved

Imagine this: You finish a session. Instead of dreading the progress note, a polished SOAP note is already waiting for you. (Yes, AI did it. No, it’s not scary. It’s secure. And optional.)

Or picture this: A client emails you in a panic needing an invoice from last quarter for their accountant. But instead of leaving you a voicemail, biting their nails, and crossing their fingers... they just log in and get it themselves. Boom. Anxiety spared. Time saved. Everyone wins.

Fuller’s approach is simple: automate the routine, so you can focus on the human. Because your real job is not paperwork—it's people.

The Clinical Impact of Automation (Yep, It’s a Thing)

We all know burnout is real. But Dr. Fuller drops a truth bomb: When clinicians are less stressed, client outcomes actually improve. Wild, right? But also... not that wild.

His platform (My Best Practice) builds in things like:

  • Routine outcome measures (automated, scored, and charted)

  • Homework tracking with visual feedback

  • Evidence-based suggestions baked into workflows

  • Telehealth integrations you can turn off when you’re OOO (finally!)

So instead of spending your emotional energy on administrative gymnastics, you can use that time to be a therapist.

You Want Options? You’ve Got Options.

Dr. Fuller knows not everyone wants online booking. Some folks want to screen clients first. Others are ready to hand over their calendar to the universe (er, the internet). The point? You get to decide.

And that goes for almost everything:

  • Telehealth through the platform? Great. Prefer Zoom? Cool, use that.

  • Need multiple intake packets? You can customize and automate 'em all.

  • Want a note from the last session to magically show up at the top of your next agenda? It’s just a click.

Even intra-office messaging is HIPAA-compliant, so you don’t have to jump between systems just to let your admin know you’re running five minutes late.

Let’s Talk About the Robot in the Room: AI

Yes, they were one of the first to bring AI-generated progress notes into the mix. Yes, people are thrilled. Yes, others are anxious. Dr. Fuller gets both sides.

He’s all for guardrails. He’s not handing over therapy to a chatbot. But when it comes to automating documentation and helping you be more present during sessions?

He’s all in. And many clinicians are too.

Because at the end of the day, this software isn’t about replacing therapists. It’s about freeing them.

Freeing them from redundant tasks, from late-night note dread, and from the endless cycle of inefficiency that leads to burnout.

Final Thought?

If you’ve ever wished your EHR actually understood the day-to-day realities of private practice, Dr. Fuller’s approach might feel like a breath of fresh air. His mission is simple: give you more time, less stress, and better tools—so you can be the therapist your clients need and the human you deserve to be.

Show Sponsor Arc Integrated

This episode is sponsored by Arc Integrated — a company that has truly transformed the way I lead. I’ve personally worked with Arc Integrated, and Michael was my business coach. He helped me restructure my leadership approach, delegate more effectively, and create systems that gave me fewer headaches and more time to focus on what matters. As a result, our team just had our best month yet — and I can confidently say that stepping into real leadership made it happen.

Arc Integrated specializes in helping leaders navigate change with confidence. Through personalized coaching, leadership training, and strategic planning, they help reduce stress, enhance communication, and build emotional intelligence within teams.

Visit arcintegrated.com/coaching to schedule your free leadership consultation. You’ll walk away with tangible strategies to drive the success of your practice.

Dr. J. Ryan Fuller’s Resources

My Best Practice (3 months FREE)

YouTube

LinkedIn

Instagram

Facebook

Ryan on Instagram

Links and Resources

The Wise Practice Summit

Wise Practice Membership

Looking for support and connection: Join the Wise Practice Community

Learn More about Wise Practice Consulting

Connect with Wise Practice on Instagram

Connect with Whitney Owens on Facebook

Check the podcasts on the PsychCraft Network

  • [00:00:00] Whitney Owens: This episode is sponsored by Arc Integrated, a company that has truly transformed the way I lead. I've personally worked with Arc Integrated and Michael was my business coach. He helped me restructure my leadership approach, delegate more efficiently, and create systems that gave me fewer headaches and more time to focus on what matters.

    As a result, my team just had our best month ever, and I can confidently say that stepping into real leadership made it happen. ARC integrated specializes in helping leaders navigate change with confidence Through personalized coaching, leadership training, and strategic planning, they help reduce stress.

    Enhance communication and build emotional intelligence within teams. Visit arc integrated.com/coaching. Schedule your free leadership consultation. You will walk away with tangible strategies to drive the success of your practice. Hi, I'm Whitney Owens. I'm a group practice owner and faith-based practice consultant, and I'm here to tell you that you can have it all.

    Wanna grow your practice, wanna grow your faith, wanna enjoy your life? Outside of work, you've come to the right place. Each week on The Wise Practice Podcast, I will give you the action steps to have a successful faith-based practice while also having a good time. Now let's get started.

    [00:01:20] Jingle: Where she grows your practice and she don't play.

    She does business with a twist of faith. It's Whitney Owen and Wise Practice Podcast, Whitney Owen and Wise Practice

    [00:01:35] Whitney Owens: Podcast.

    Hello friends. Welcome back to The Wise Practice Podcast. Thank you so much for taking the time to be with us today. If you haven't already done so and you've been listening to the show for a while, just stop it right now and don't stop listening. Ha ha. But stop the recording and open up. Phone or wherever you're listening, and please write a review.

    I would love for that. And it helps more people find us and be connected to faith-based practice owners. You have been finding benefit from the show. Help others find benefit as well. I. I really appreciate you doing that for me. I personally go in there and read the reviews and it's so much fun. It means a lot.

    Podcasting can be a lonely world sometimes, so it's really cool. When I get stories from you guys, I read your reviews and I know what this means to you. Yeah, I wanna hear your stories. You can always email meWhitney@wisepracticeconsulting.com 'cause I love hearing from you guys. So today I'm thrilled to bring you a conversation with Dr.

    Ryan Fuller. He's the psychologist and the CEO of my best practice. That's an EHR truly built for you in mind as the therapist. So in this episode, we're gonna dive deep into how this platform supports you as a therapist in creating easier workflows. Using AI responsibly, how to protect client confidentiality and making our practices just run overall more effectively.

    As therapists, we have so much to think about. When clients come in the room, we can get easily overwhelmed with the business side of running our practice. So this EHR will help make that easier. So one of the things I really do appreciate about my best practice is. That they really do listen to you as a, as a therapist.

    Like they really care about the customers, what they're looking for and what's gonna make things better. And I can just say from personal experience that when I get feedback, I. From people about their experience with someone that I am talking about on my show or that I'm promoting. Like I go and talk to them about that feedback.

    I wanna be sending you guys to companies that I truly believe in. And I can say from the experiences I've had with the team at my best practice and with Ryan specifically, it's. Always open ears and the ability to really collaborate and grow together through understanding one another. And he listens and makes those changes, and I've just had such a positive experience in my interactions with him and in understanding all the aspects of this EHR.

    I'm excited that I get to share that with you. They consistently adapt the software based on the feedback that they're giving, and they lead by example. He understands. Our unique needs as therapists running a practice. And so Dr. Ryan Fuller is here to talk more about that with us today. But before we get into it, I just wanna remind you, if you haven't heard me talk about it already, the Wise Practice Summit this October, Greenville, South Carolina.

    I can't wait till we all get together in person. This is the only in-person conference dedicated specifically to faith-based practice owners like you. If you've been listening to this show. And you wanna learn more, you wanna connect with practice owners. I would love for you to meet me there and what I think is cool is I'll get to meet you in person.

    I would love to hear more about you and actually get to give you a hug in real life, right? So you will be refreshed, equipped with practical tools to grow your practice. I. Plus get connected with an incredible community of people who truly get you. You don't have to do this work alone. So whether you wanna streamline your practice, maybe you wanna get a new EHR, maybe you wanna work on your SEO, your marketing, your finances.

    This conference is the place to be. So head to Weiss practice consulting.com/summit-twenty 25 to grab your spot now. Let's get into the conversation for today. We're gonna chat with Dr. Ryan Fuller, and we're gonna explore how my best practice is changing the game for therapists with their EHR platform.

    Today on the podcast, I have a Dr. J Ryan Fuller. He's a licensed clinical psychologist, researcher, co-founder of my best practice. And an evidence-based electronic health record designed specifically for mental health therapists and group practices. He has presented internationally and published widely on topics such as anger management, CBT, loneliness, and the role of interpersonal relationships and happiness.

    Ryan has been featured in major media outlets including World News with Diane Sawyer, good Morning America, with Katie Couric, the New York Times Men's Health, providing expert insights on mental health and behavioral change. He has held academic and clinical leadership roles at institutions and including St.

    John's University, the Obesity Research Center in Columbia Medical. The Albert Ellis Institute and he currently serves as the executive director of New York Behavioral Health. He also is lectured on acceptance and commitment therapy at NYU and maintains a private practice in New York City. So glad to have you on the show.

    [00:06:46] J. Ryan Fuller, Ph.D.: Nice to be here. Nice to be here.

    [00:06:48] Whitney Owens: Yeah. Well, um, I don't think I've told you this story, but I had somebody reach out to me and they were like, I am looking for Ryan's practice in New York. Do you know how to find it? Da da da. They were like looking for a connection or wanted to make a referral or something.

    I was like, oh yeah, sure. Let me look him up. It's 'cause I can't remember everybody's contact info. So I'm like looking it up. And the picture of you and Katie Ric. Ick. Why am I saying her name funny. Anyway, Ric pops up immediately when I Google you and I was like, oh, oh my gosh. There. He's okay. I was like, this is so crazy.

    So yeah, that was really cool. I.

    [00:07:25] J. Ryan Fuller, Ph.D.: Small world. I, I don't know what someone was contacting you for, but I, I appreciate you, you sharing the information with them. I'm always happy to help if I can.

    [00:07:33] Whitney Owens: Yeah, yeah. Well I do get a lot of therapists that just ask me for recommendations 'cause they know, I know therapists all over the country, so it might be like, who's somebody in New York City does CBT or whatever, you know.

    So I was, it was probably something like that, but, but I love that you got to meet her and have an interview with her. And so you've had some pretty cool experiences. Um, but why don't you kind, kind of share a little bit about yourself before we kind of start. Jumping into workflows. So a little bit about, you know, about your practice, your family.

    Yeah. So people get to know you.

    [00:08:01] J. Ryan Fuller, Ph.D.: Yeah. First thing to know is I'm probably fairly uncomfortable talking about myself. So this is we'll frame with that. Very fortunate, very, very happy. My family, I have two children, wife, very happy, very close, very busy. So I have their young children. Practice is something I've had for a, a long time.

    I. Tend to, as I guess you, you read, those notes tend to be taking on a lot. And so the private practice was not my original plan. I was in academic positions and that was the trajectory I had intended and planned and envisioned. And then to some extent, some of, some, some of the issues around the reason for the co-founding of my best practice, the, the EHR that's evidence-based were some of the same issues that led me end up.

    To end up being in, in a private practice, running a group practice in, in New York, uh, New York City, and then also some towns on Long Island. So yeah, I started off in anger management research. Um, before that, I guess an undergrad, my, as a research assistant, very, very, very low on the totem pole. Um, I was fortunate enough to, to work in, uh, couples research, marital research under Don Bacom.

    Then worked with Howie Kassoff on anger management and then Ray Giuseppe on anger management. So, had that research and then I ended up at the obesity research center up at Sailings Roosevelt Hospital in Columbia Department of Medicine. And, um, then really got into weight loss and, and obesity work. So that was sort of the, the research and clinical background.

    And so. At a time, I was working in multiple places. I was doing research at a university and also at a training institute. I was designing programs up at the Boost Research Center for the weight loss program. And doing work there, and then running this group practice and in all three settings, what I found is that they didn't really have any integrated systems.

    Mm-hmm. So at at at best, people were taking notes on, you know, I. Paper, uh, in a Word doc or something, you know, I'm surprised they weren't using napkins. And then they were gonna keep their book keeping in something totally separate, like Excel, you know, every once in a while, uh, QuickBooks or something.

    And then payment processing was a separate entity. And then if you threw research on where they're trying to collect questionnaires and score them, they were just all these disparate systems. And what I found is everyone was frustrated by it and stressed by it, and that increased burnout and it took up a lot of time and stress and that.

    From my standpoint, made it really obvious that the clinical work was being diminished, and so clients were actually not receiving as as good of a quality care as that they could. And so. Naively probably a little bit stupidly. I went and took a very, very, very, very basic sort of software coating course, and I, and I drew up the wire frames and designed everything and built it, and actually it actually worked, believe it or not, in my practice.

    And that was fantastic. And then, uh, lo and behold, since I had multiple locations. We had to network it so that they could use it at different locations. And then suddenly there were HIPAA compliant encryption problems carried by networks. And I was like, this is, this is outta my wheelhouse, above my pay grade.

    And so I, I shut it down and then 10 years later I. Co-founder, sort of, we were having a conversation and that launched, launched my best practice. Yeah. He sort of, he sort of convinced me it was a, it was a good id good idea. Even though I had done away with it 10 years ago. So

    [00:11:26] Whitney Owens: I actually didn't know that part of the story that you had created it 10 years ago.

    That's so cool. And. I was just talking to somebody else. I've been podcasting all day about this, this idea that things come at the right time, in the right way, you know, and I guess it wasn't time yet for my best practice. And nowadays, and

    [00:11:41] J. Ryan Fuller, Ph.D.: to be clear, what I did is not even amateur compared to what, you know.

    Fortunately, our CTO is. Is brilliant and, uh, I mean, these aren't, these aren't, I should, I shouldn't even have said I did it before. I did. I had a working model of something before. What, what we have today is, is obviously much, much better.

    [00:11:59] Whitney Owens: Yeah. So my best practice is an electronic health record for mental health.

    And, and you serve people outside of mental health too? Correct. With it.

    [00:12:08] J. Ryan Fuller, Ph.D.: Yeah, our focus originally was, was mental health and behavioral health. So we have social workers, you know, marriage and family, therapists, counselors, psychologists, psychiatrists, and now you know, we also have a lot of coaches, acupuncturists, physical therapists.

    We have a very large physical therapy practices, occupational therapists, things like that, but

    [00:12:25] Whitney Owens: Great. Well, you know, one thing you touched on that I want to kind of dive into today was this idea of people weren't serving their clients as well. Because they were feeling so overwhelmed with the workload, you know, and all the things a practice has to manage.

    And so can we talk some today just about workflows? Like how do therapists get some of that? I mean, we're all overwhelmed, you know, just seeing clients is enough to make you overwhelmed, but then the business side of things. So how do we create these workflows to be able to help?

    [00:12:54] J. Ryan Fuller, Ph.D.: Yeah, I, I mean, I really appreciate the, the feedback we've had.

    From its inception, from from users, we, we really do listen and also had a little bit of an added benefit that I had been a workaholic. So I had been in a lot of different places and I sort of seen, been exposed to a few things and so we, we, we focus on a number of things. I think the reason that our user base is so satisfied is that there's simplicity in the design.

    Then we add automations that sort of allow people to do the things that they want to do, but oftentimes it takes too much time. Too much energy or too much cost, um, and we automate them. So anything that's mechanical or rot that the software can do for you, we're gonna try to have the software take that off of your plate if it doesn't require clinical judgment.

    If there's no reason the software shouldn't be doing it now, the things that require clinical judgment, suddenly if we automate something, we've given you two minutes back where you can listen to the client, you can think about your next intervention, or take a deep breath and reduce burnout. Mm-hmm. So we think by sort of saving clinicians time and reducing their stress, we're actually, I.

    Not just improving their lives and their satisfaction with life, but also the care that the clients are receiving and improving in their lives. The other element we, we add is we put in wherever we can, not just automations, but sort of evidence-based practices. The things that we know, science supports that improve and increase outcomes that sort of get clients distress down more quickly.

    We put them in the workflow as options. They can, they can be removed. But we put 'em into sort of queue people and then we automate them. So people start utilizing these things that they've wanted to all the time. Sending out routine outcome measures, you know, on any schedule you want with as few or as many reminders as you want for the client.

    And then the client completes them electronically. The system scores and charts them, and all the clinician does is they hit a button on the top. It says metrics on the progress note, and it shows them a chart. Visually of their progress. And we know when progress monitoring is done, that clients improve more quickly.

    Same thing with homework checks and completion and monitoring, which we have. So as much as possible, we wanna be helpful to the clinician to save them time, reduce their stress, and improve client outcomes, client care.

    [00:15:02] Whitney Owens: Mm-hmm. I love that. And, and you know what's unique, and I guess I don't know how common this is, is that you are a clinician.

    Your wife is a clinician. You know, y'all run practices like you understand what we go through. Like there's nothing worse than I, like, I think about agency jobs. I had run by CEOs that aren't therapists, they don't know mental health. All they're thinking about is a dollar maximizing things or, you know, you're, you're creating an EHR because you understand it, you know, you understand what therapists are looking for and what clients need, and you're able to effectively give that.

    [00:15:37] J. Ryan Fuller, Ph.D.: I hope. I hope so. I mean, I think our user base is, is, has communicated that, but I, I certainly know what the pain points were, for sure. And we at least addressed the ones that I, I saw. But we were always keeping our, our ears open and listening to, to users, you know, ask questions, make suggestions, and. Um, you know, we always want to innovate and improve the software and, you know, for the, for the clinicians, the business owners, and for, for the clients.

    So,

    [00:16:02] Whitney Owens: yeah. So could you kinda walk through maybe a potential workflow? How would it work if I got a new client within the, my best practice, EHR, and how would it kind automate things for me?

    [00:16:13] J. Ryan Fuller, Ph.D.: Yeah, we try to, we try to simplify all these processes as much as possible. Again, you don't have to use any of them, but, so we have online booking, so obviously it looks similarly to what you might see with Calendly or something.

    You can select, you know, the provider that you'd want, and then it shows their schedule, what days and times they're available. Uh, they can select that and, you know, it's gonna show up on the calendar for the practice they put in their information. They can automatically send totally customized packets.

    So you can have just one packet for the practice, just for adults, or you can have an adult in a minor packet, or you can have an adult minor and anxiety and depression packet and you just, all you simply do is you. Check which ones you want to go out. Um, and you can have it set up in advance. And then all that happens is they're in it, in the system.

    The client receives an email, it says you've been invited to the portal to complete your packet. They complete it electronically, and our system shows the status of their, their completion. So they're all, they're all set. Um, taking a note. Really, really easy. Obviously open the note and then when the session ends, the minute it ends, if they're a private pay client, it automatically generates the super bill for the client.

    You don't, the practice again is save time. They don't have to do anything. The client says, I don't want a single session, uh, super bill. I'd like a monthly, you check a box. Once a month they get an email that says your document's ready. So we're saving both parties time, I mean. For instance, they also can go on the client on demand and create any invoice they want for any date range whenever they want.

    So frequently, you know, a client might need something for their flex spending or medical expenses to their accountant for last quarter. Instead of having to call the clinician or the practice and take up their time, but also possibly leave a message and be afraid they're not gonna get back to them in time.

    [00:17:53] Jingle: Mm-hmm.

    [00:17:53] J. Ryan Fuller, Ph.D.: They can just go grab it themselves. Now, of course, it's one button to create an invoice for. The clinician or the practice side as well. But again, clients love it because they don't have to pester the practice. Right. And. Practices love it. 'cause it's, they're not getting pestered. So we're saving everybody time, um, and bringing down anxiety.

    'cause I'm not worried that my clinician's gonna be annoyed at me, that I'm asking them for this on a Friday and I've got a tax deadline Monday and I'm not worried that they're on a long vacation over the weekend and they're not gonna get back to me. So, yeah, it's pretty simple. That's for the super bill.

    And then if they're in network, it. Just submits the claim right to the queue, and you can have them go out automatically, or what most, most practices do is they wanna review the queue first, and then they can submit it as a batch with one click, flex 'em all and sends 'em out. Or they can go one by one. So a lot of optionality, but, but very, very simple.

    It's just very, very user friendly. The, the design in architecture, very simple, very clean, and it just makes the workflow very, very efficient and user friendly.

    [00:18:50] Whitney Owens: Yeah. I mean, kind of hearing you thinking about my own experience with EHRs and as a consultant, everything that I've heard about EHRs, like it's, it's evident that you've taken the best of so many and put 'em all into one, like some of those great aspects of each one because it is hard to find one that provides all the things you're looking for as a therapist.

    [00:19:10] J. Ryan Fuller, Ph.D.: Yeah. We try and again, we, we are always looking to. To improve and change. So we're, you know, I mean, I know like some, some don't have apps. Like we have an app that can be used, obviously, which some people, clients, and clinicians really, really appreciate. Not, not everyone wants that messaging or calendar or even taking payments on their phone or their tablet, but some do.

    And so we try to provide that. We also, we have. AI progress notes. Um, we've had those for, for quite a while now. We think we're the first. And you talk about saving time, you know, while still allowing you to have clinical judgment. You don't, it's an option. You don't have to use it, it's an add-on. But if you want it, you know, you finish your session and you can get a soap note written up for you instantly, practically, you can get a summary or you can access the whole transcript or even if you want the video, and we allow you to set it up to whereby default, it will delete.

    To those things so that you're not storing them long term if you don't want the video file, for instance, or the audio. So we wanna make sure that we're honoring people's security interests in terms of like data protection and things like that, and saving them time. I mean, it's, it's, it's incredible to finish a session and not have to think or worry.

    That everything's been captured, and of course I can type anything I want in the progress note during the session or after. That's not really an issue. It's added on. It just will add the soap note below it or the, the, the summary below it, and I have the transcript as well. So again, we're just saving time, reducing stress.

    I don't have to worry that I missed something 'cause I know it's, it's captured. I can really attend to and be present for the therapy session.

    [00:20:41] Whitney Owens: Mm-hmm. Okay. Thi this is great. And so clients, I'm assuming, have they signed when their informed consent, something about how AI is within the EHR and it might be used and they're consenting to that, is that right?

    [00:20:56] J. Ryan Fuller, Ph.D.: We, we have a template, so for telehealth consent, so people can just very easily modify it as they want, put in their name, their address, their phone number, their contact, and. That way they can go out in the intake packet or, you know, discuss in the first session and they can sign it then however they want to go about it to document that.

    [00:21:12] Whitney Owens: Huh? So are you telling me that if I were to do a virtual session with my AI through your platform, that I'd get to the end of the note would basically be written for me?

    [00:21:23] J. Ryan Fuller, Ph.D.: Yes. It takes a minute, but yes. Um, oh wow. And then I could

    [00:21:27] Whitney Owens: just edit it if I needed to.

    [00:21:29] J. Ryan Fuller, Ph.D.: Yeah. You modify it however you want. You add to it however you want, and you could have added to it along the way and then just adds it as an at the bottom.

    [00:21:36] Whitney Owens: That's so great. I mean, there's so many platforms, you know that will. Integrate with your EHR or like these softwares you have to do on top of it. It's nice to know it's all inclusive.

    [00:21:46] J. Ryan Fuller, Ph.D.: Yeah. As much as possible. This is another way we try to save time and save practices money and the transition cost in terms of attention is we try to put in as many.

    You know, features that other software might be used for to, you know, third party outside of the system. In the system. Like even our messaging, it's not just clinician to client, there's intra organizational messaging. So if you're a large practice or a group, you can have your care coordinator or your therapist and PHI back and forth within the system Now.

    Of course you can get HIPAA compliant email, but once again, you're having to leave the software. You hit something, you have to worry that the reply coming back is also encrypted. You're never sure that, it's like, why not just put everything as much as possible in the system, save you money, save you time, and save you that attentional transition focused cost.

    [00:22:31] Jingle: Mm-hmm.

    [00:22:32] J. Ryan Fuller, Ph.D.: Yeah. Now having, having the, having the AI progress note there, not having to take one and copy and paste it in or, you know, is, is really nice.

    [00:22:39] Whitney Owens: Mm-hmm. That is really great. And to have a. Your EHR video platform right there into the system, you know, you're not having to go anywhere else. 'cause I know that some EHRs have that, but I'll be honest, they're not always that great.

    You know, the, the platforms and so people still use other things

    [00:22:55] J. Ryan Fuller, Ph.D.: to be Yeah, yeah. Well we actually allow people to use another platform they want. So we actually separate the pricing and um, you know, it's very low for the basic subscription because we weren't trying to like add something. We didn't want to force someone if they really preferred using Zoom, they could use our software.

    They don't have to pay for our telehealth, but if they wanna add it on, it's very inexpensive and you can shut it off any month you want and you're not even charged. So if you're going away for them month, the bulk gets, you shut it off at the end of July and start it September and you're not even charged for that month.

    So we, you know, it sends out the link, uh, the unique link to everyone 15 minutes before the session. We just wanna make. The therapist lives easier and help them improve their clients' lives.

    [00:23:32] Whitney Owens: Definitely. Great. Are there any workflows that we didn't mention? I'm sure there's so many, but there might be another one that you're like, oh, I really wanna mention this one.

    [00:23:40] J. Ryan Fuller, Ph.D.: I mean, it does a very good job of managing homework and things like that, setting agendas instead of if you don't get to something while you're moving through an agenda, if you've set it. You don't have to set an agenda, but it allows you to do that very easily. Um, if you don't get to something because suddenly the client has a crisis and you're putting out that fire and helping them navigate and cope with that new situation, and you don't get to something that's in the treatment plan, you hit a button and it puts it at the top of your agenda for the next session so you don't have to flip back and reread.

    Now, of course, flipping back is just one button, but if. Software can pull it forward for you and has it sitting right there when you open it and you don't have to type it or copy it twice. You know, we just, again, anywhere we can sort of save time and streamline the workflow and decrease stress, we're gonna do that.

    [00:24:21] Whitney Owens: Mm-hmm. That's great. Well, I, I'm sure when I started talking about ai, a couple of people probably like cringed on the inside. I think people are still getting used to this idea of AI as. Especially as therapists in mental health and confidentiality. So I thought maybe we'd take a few minutes to kind of speak to confidentiality.

    What are some of the ways that the platform is kind of maintaining confidentiality? I'm sure there's a million, but

    [00:24:46] J. Ryan Fuller, Ph.D.: Yeah. Well, I mean it, again, this is also there, there are so many things above my pay grade, the levels of security. You know, oftentimes in, in the industry it's referred to as like bank level security.

    I mean, it's fairly sort of conventional and standard as to what. You know, banks and hospitals are utilizing. So there's, you know, very, very high levels of encryption. We have encouraged, but I believe we're actually just gonna start requiring, uh, multifactor identification. So authentication, I, we, we recommend that everyone does that.

    We haven't made that mandatory yet, but we're, we're actually considering that. Uh, we just, just think it's smart, you know, but even without that, you know, you're, you've got. You've got the levels of encryption and HIPAA compliance, and, and also a lot of, you know, every, every practice is different. Uh, a lot of optionality, uh, with the functions and features that we have.

    So, if you have particular concerns, you know, everything from, like, some people don't wanna do online booking because they don't want a cl, you know, someone to be thinking they're a client already before they've actually been able to screen them. Over the phone, you know, someone could, could register in that way and be on a calendar and they may not be appropriate for the practice.

    And all of a sudden you've got their data and you're responsible for it. Now you've gotta preserve possibly their, their electronic medical record. So, you know, we take confidentiality security incredibly seriously and you know, have, have an expert that that guides all of that. And with that said, we recognize that everyone has different sort of needs and levels of confidence.

    You're right about AI people. Some people have been dying for it. We had, we did some surveys and some market research, and I had a lot of conversations and AI is actually a topic that I follow quite, quite closely. Most people have been dying for it because they wanna be saved time, uh, when it comes to this kind of clinical work.

    And then there's a subset who are incredibly anxious and even, I would say hostile and I respect that too. It may, there are, there are very, very serious concerns about AI and I. You know, I've been interviewed about this a lot. We need guardrails and it's too early to tell all of the unintended consequences At the same time, there's no question it's gonna be able in our field to increase access because the AI can be available 24 7.

    They'll take a crisis call on a Saturday night at 3:00 AM They can stay late. They don't have a kid they have to go run to, or they don't get sick. And you know, in terms of the judgment and things, it, it. It, it can make very good decisions, but at this stage it can still make very bad decisions. I'm very comfortable with a progress note.

    I'm not comfortable with a, a chat bot providing services yet.

    [00:27:14] Whitney Owens: Yeah,

    [00:27:15] J. Ryan Fuller, Ph.D.: there's a big, but there's a big distinction between something transcribing and summarizing a note for me and versus it having clinical judgment and giving recommendations to a human.

    [00:27:26] Whitney Owens: Yeah. And again, I think this goes back to the benefits of you being a clinician as well as someone who's in charge of a company that's helping roll out an EHR.

    Like, you know, you're, you're understanding those aspects of confidentiality that some people might not that run companies like that.

    [00:27:43] J. Ryan Fuller, Ph.D.: Yeah.

    [00:27:44] Whitney Owens: Yeah. But Ryan, you and I know your wife will be at the Wise Practice Summit this year.

    [00:27:50] J. Ryan Fuller, Ph.D.: Yes. Looking forward to it.

    [00:27:51] Whitney Owens: Yeah, so that's gonna be in Greenville. Um, so my best practice is our, is a gold level sponsor.

    I know that last year, every time I tried to go say hello to, 'cause I always make an effort to spend some time with the sponsors. You were the most busy of all the sponsors last year. I never could get a word in with you.

    [00:28:09] J. Ryan Fuller, Ph.D.: Well, I miss having words with you, but we were also very grateful that people were interested in.

    [00:28:14] Whitney Owens: Definitely, definitely. So you'll be there again this year with the table, and so there'll be opportunities for people who want to get to know Ryan or just learn more about the EHR. You'll have demos available, of course, if you're here in this episode and you wanna go ahead and get a demo now, like you can go to the website and grab that demo and go ahead and, and meet with the team.

    But if you're wanting to do that in person, Ryan will be at the summit available to do that. So that's gonna be in Greenville, South Carolina. October 9th through the 11th and you can head to wise practice consulting.com to learn more. So Ryan, do you have any kinda like parting words here as people are thinking about eh, R'S workflows?

    Ai?

    [00:28:53] J. Ryan Fuller, Ph.D.: Um, I. We just wanna say, while the design is very simple and easy to use, we have robust functionality with so many features that other EHRs don't have, but we don't throw them in your face. So we welcome people to come to the demos, kick the tires, try us out, read the reviews online, and we want you to compare us to the other EHRs out there because we only want you coming on board if you're really confident we're the best fit.

    We're just very transparent about what we offer and want to make sure that we're gonna help help you serve your clients. We want to help you. Help them. And, um, that means saving you time, oftentimes saving you money, decreasing your stress, decreasing burnout, and, and improving those, that client care. So we just look forward to the opportunity for you to do a demo, find out more about us, and then compare us to all the others.

    And if we're we're the best fit, which we hope we are, fantastic, we look forward to helping you.

    [00:29:44] Whitney Owens: That's great. Well, and I can just say from experience and talking with you, looking at demos like that is definitely who y'all are. You know, you're. You're not looking to just make a sale. You're looking to offer the best service you can for what people need and whatever that is, if it's you or if it's not you.

    And I just really appreciate that about you and the organization.

    [00:30:02] J. Ryan Fuller, Ph.D.: Thanks. I don't, I don't know that we deserve that, but we, we appreciate it. We're great. But we, we, we do our best. I.

    [00:30:07] Whitney Owens: Wonderful. Well, thank you so much for taking the time to be on the show. I know you have a special link, so if somebody is looking to get started with the EHR, you can go to, well, you can go to the, I guess my best practice.com or if you wanna get that special link, you can head to wise practice consulting.com.

    Check out the practice resources, scroll down. You'll see the logo for my best practice. You can get the three free months of the subscription to try it out. So that's a very generous offer, so we appreciate you giving us that, and I look forward to seeing you in person in October.

    [00:30:40] J. Ryan Fuller, Ph.D.: I do as well. Thanks so much for having me.

    I really appreciate it.

    So

    [00:30:46] Jingle: click on follow and leave a review. I keep on loving this work we do with Whitney Owens and The Wise Practice Podcast, Whitney Owens and the Wise

    [00:31:00] Whitney Owens: Practice Podcast. Special thanks to Marty Altman for the music in this podcast. The Wise Practice Podcast is part of the Site Craft Podcast Network. A collaboration of independent podcasters focused on helping people live more meaningful and productive lives.

    To learn more about the other amazing podcasts in the network, head on over to site craft network.com. The Wise Practice podcast represents the opinions of Whitney Owens and her guests. This podcast is for educational purposes only, and the content should not be taken as legal advice. If you have legal questions, please consult an attorney.

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