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Group Therapy EHR & Group Practice Software

Running group therapy means one session becomes twelve notes. PIMSY handles all twelve.

Co-facilitators write to the same note, attendance tracks by client, and billing rolls up across the group automatically. One session, documented once, billed correctly.

PIMSY group therapy ehr
ONC-Certified EHR
HIPAA Compliant
Group Note Templates
UB-04 Billing Support
42 CFR Part 2
Group Therapy Documentation

Five clients. Two facilitators. One session. Eight groups a week.

That’s the math behind group therapy documentation, and it breaks most EHRs. Every client in a group session still needs an individualized progress note. Payors require it. Your license requires it. And with two co-facilitators in the room, figuring out who writes what, and who signs off on what, turns into a documentation mess.

PIMSY’s group notes let co-facilitators write together. Both facilitators join the same group appointment, contribute to the session note, and then each client’s individualized progress note gets generated from that shared session. You review, you sign. No separate data entry per client. No hunting for a co-signature.

  • Co-facilitation: both facilitators document in the same session note
  • Individual progress notes generated per client from each group session
  • Track individual client progress within the group context over time
  • PAISLY AI assists with group note drafts so documentation doesn’t pile up
  • Schedule and manage group sessions with recurring appointment support
  • Telehealth group sessions with breakout room capability
  • Works for IOP, PHP, SUD groups, eating disorder groups, and outpatient groups
  • 42 CFR Part 2 compliant for SUD group programs
PIMSY group therapy ehr
PIMSY group therapy ehr

Eight therapists. One EHR. Zero dropped handoffs.

When you have multiple providers working with overlapping clients, things fall through the cracks.

PIMSY gives every provider on your team access to shared client records with role-based permissions. Your scheduling coordinator sees everyone’s calendar. Your NP sees medication history. Your billing staff sees all active NPIs and can route claims correctly. Nobody’s logging into a second system or emailing PDFs around.

Team notes let care teams write collaboratively, so a handoff between a therapist and a case manager actually gets documented. Productivity tracking shows you what each provider is delivering. Credentialing tracking keeps everyone’s licenses and authorizations current. PIMSY grows with you from 6 clinicians to 200.

  • Centralized scheduling across all providers on one calendar view
  • Shared client records with role-based access controls by staff type
  • Team notes for collaborative documentation across care team members
  • Multi-NPI billing: route claims correctly across all providers
How It Works

From session setup to signed note

Most group therapy documentation workflows are six steps with three workarounds. Here’s how PIMSY does it.

1
Schedule

Schedule your group session

Create a group appointment and add all attending clients. Assign co-facilitators to the session. Set it as recurring so it auto-populates your calendar every week. Automated reminders go to clients before the session.

2
Document

Co-facilitate and co-document

Both facilitators are present in the same session note during the group. Each adds their observations in real time. PAISLY AI can draft note language as the session progresses, so you’re not starting from scratch at close of day.

3
Sign

Individual notes generated and reviewed

From that single session, PIMSY produces individualized progress notes for each client in attendance. Each facilitator reviews and co-signs. Notes link to treatment plan goals. Billing flows from the signed notes without re-entry.

Built for the complexity of behavioral health groups

Group therapy isn’t one thing. It’s IOP groups running four days a week. It’s a two-therapist outpatient practice sharing clients. It’s an eating disorder program with daily groups and weekly psychiatry check-ins. PIMSY handles all of it.

IOP and PHP Programs

Intensive programs with high group frequency need documentation that keeps up. PIMSY’s IOP module handles levels of care, step-down tracking, and multi-group-per-day scheduling without falling apart.

SUD Group Counseling

Substance use programs have 42 CFR Part 2 requirements on top of standard HIPAA. PIMSY is one of the few EHRs with Part 2 compliance built in, not bolted on. Your group notes stay protected under the right rules.

Eating Disorder Programs

Eating disorder groups often involve dietitians, therapists, and psychiatrists in the same care plan. PIMSY’s team notes and multi-provider records keep every discipline on the same page for the same client.

Outpatient Group Therapy Practices

You run weekly process groups alongside individual sessions. Clients have records that span both. PIMSY connects group session notes directly to individual client charts so nothing gets siloed.

Multi-Therapist Group Practices

Two to twelve therapists under one roof sharing clients and administrative staff. PIMSY was built for exactly this: centralized scheduling, shared records, and billing that handles multiple NPIs without confusion.

Telehealth Group Programs

Running groups remotely? PIMSY’s telehealth includes group video sessions with breakout room support. Documentation works the same way as in-person, and clients join directly through the client portal without a third-party app.

Everything your group practice needs, connected

Group therapy documentation doesn’t stand alone. Here’s what works alongside it in PIMSY.

Custom Notes

Build note templates that match your group documentation workflow. Co-facilitator fields, individual progress indicators, and group-specific custom fields included.

Scheduling

Manage group session calendars and individual appointments in one view. Recurring group schedules, automated client reminders, and provider calendars all in one place.

Telehealth

Group telehealth sessions with video, breakout rooms, and direct client portal access. No third-party app required. Documentation works identically to in-person groups.

IOP / Levels of Care

Dedicated IOP and PHP support with step-down tracking, multiple group sessions per day, and the compliance documentation required for intensive programs.

Billing

Bill group sessions correctly with multi-NPI support, group service codes, and claims that route to the right provider. No manual re-entry from notes to billing.

Treatment Planning

Build treatment plans that connect to group session goals. Progress notes from group sessions update goal tracking automatically so treatment plans stay current.

Behavioral Health EHR

PIMSY’s full platform covers every specialty in behavioral health, from outpatient therapy to residential care. See the complete feature set for your practice type.

FAQ

Questions about group therapy EHRs

When you create a group appointment, you assign all co-facilitators to that session. Each facilitator has their own login and can document in the same group note simultaneously or at different points before sign-off. You can divide the note by client, by session segment, or write together in a shared narrative field. Both facilitators sign the completed note, which satisfies co-signature requirements for most payors and licensure boards. PAISLY AI can draft language for either facilitator to review and edit.

Yes. Group sessions produce individual progress notes for each client in attendance. You document the session once at the group level, and PIMSY creates linked individual notes that can be customized per client. Each note connects to that client’s treatment plan goals so you can track individual progress across group attendance. Payors that require individualized progress notes per encounter are satisfied without doubling your documentation work.

Yes. PIMSY’s telehealth supports group video sessions. Clients join through the client portal without downloading a separate app. Breakout rooms let you split a group mid-session if you need to pull aside a specific client, which is common in IOP and skills groups. Documentation works the same way as in-person groups: co-facilitators document in the session, individual notes get generated, and billing flows from the signed note. All telehealth data is HIPAA-compliant and stays within the PIMSY platform.

PIMSY’s IOP module supports levels-of-care documentation, step-down tracking, and multi-group-per-day scheduling. For SUD programs, 42 CFR Part 2 compliance is built into the platform, covering the consent and disclosure requirements for substance use records that go beyond standard HIPAA. You can document multiple group sessions in a single day for the same client without creating chart conflicts. IOP billing codes and authorization tracking for high-frequency services are also included.

Group sessions bill differently than individual sessions, and PIMSY handles that distinction. The correct group service codes apply to the session, and each attending client’s claim generates from the signed individual progress note. For multi-provider group practices, claims route to the correct provider NPI based on who facilitated the session. No manual mapping required. PIMSY also supports concurrent billing review so you can catch modifier errors before claims go out.

In a group practice where multiple providers work with the same client, PIMSY tracks each provider’s NPI separately and routes claims accordingly. If a client has a Tuesday therapy session with one clinician and a Thursday psychiatric check-in with another, each claim generates from the correct provider’s signed note and goes out under the correct NPI and taxonomy code. Billing staff have a single view across all providers so they can work claims for the whole practice without switching contexts. Authorization management also tracks which authorizations cover which provider-client combinations.

Get Started

Stop documenting around your EHR. Start running groups through it.

Book a free demo to see how PIMSY runs behavioral health groups end to end, from co-facilitated session notes to multi-provider billing, inside one purpose-built EHR.

  • Co-facilitators document the same group note simultaneously
  • One group session generates linked individual progress notes
  • Telehealth groups with breakout rooms, no separate app
  • IOP and SUD compliance built in, including 42 CFR Part 2
  • ONC-Certified, HIPAA-compliant EHR
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