Clerie

What Is Clerie?

Clerie is an electronic health record (EHR) platform for therapy practices. The system connects scheduling, clinical documentation, insurance billing, telehealth, credentialing, and analytics within one platform. The software records therapy sessions and drafts progress notes, treatment plans, and safety plans for clinician review and signature. Its documentation tools support SOAP, DAP, and customizable note formats, while group sessions generate a shared clinical narrative across individual client records.

From there, the system connects documentation with insurance billing, including coding and claim workflows. Clerie also provides appointment scheduling, provider credentialing, clinical supervision, and practice analytics. Its platform supports solo practices, small practices with 2–10 providers, large practices with 11 or more providers, and billers.

What Is Clerie Best For?

Clerie’s standout capability is ‘AI Notes’, which drafts clinical documentation from recorded therapy sessions. The system generates progress notes in SOAP, DAP, or custom formats for clinician review and signature. It also drafts treatment and safety plans from session information, giving therapists a prepared starting point instead of requiring them to create documentation from scratch.

How Much Does Clerie Cost?

Clerie pricing starts at $75/month for the Part-Time plan. It also offers three additional plans as well, including:

• Starter - $0
• Full-Time - $99/month
• Clinic Pricing - Custom pricing

Disclaimer: The pricing is subject to change.

Clerie Integrations

The software integrates with Google Calendar.

How Does Clerie Work?

Here is how you can get started with Clerie after logging in:

• Log in to access the Clerie platform and its practice management tools
• Open the dashboard to navigate between AI Notes, Scheduling, Billing, Telehealth, Analytics, Supervision, Credentialing, and Ask Clerie
• Configure note templates by selecting SOAP, DAP, or a custom format for clinical documentation
• Record a session in person or through Clerie telehealth to generate a draft progress note
• Review and edit the generated progress note, treatment plan, or safety plan before signing it
• Manage billing by connecting clinical documentation with coding and insurance claim workflows
• Review supervision alerts to identify sessions flagged for self-harm language, suicidality, or elevated assessment scores

Who Is Clerie For?

Clerie software serves a wide range of industries, including:

• Healthcare
• Mental healthcare
• Behavioral healthcare
• Therapy practices
• Counseling
• Psychology
• Family therapy

Clerie Use Cases

Based on our analysis of Clerie’s current capabilities, we identified key scenarios where the software can support behavioral health practices with specific administrative and clinical workflows:

Solo Therapists Managing Documentation After Sessions

A solo therapist may finish a full day of sessions only to spend the evening recreating each session in clinical notes without another staff member to handle documentation. Clerie’s AI Notes records sessions and drafts progress notes, treatment plans, and safety plans using SOAP, DAP, or custom templates. The therapist can then review, edit, and sign the generated documentation before adding it to the client record.

Managing Billing And Denials Across A Small Therapy Practice

A therapy practice with 2–10 therapists may lose revenue when session codes do not match appointment durations or claims return with unclear denial codes. Clerie’s Insurance Billing feature scans claims before submission, flags coding mismatches, and automatically attaches assessment codes. When claims are denied, it decodes the denial reason, identifies the required fix, and drafts an appeal for the practice to review and submit.

Monitoring Supervisee Notes Across A Large Therapy Team

A behavioral health practice with 11 or more therapists may have supervisors reviewing a high volume of clinical notes, making it difficult to identify sessions that require immediate attention. Clerie’s Supervision feature summarizes supervisee notes and flags risk alerts for issues such as harm language, suicidality, or elevated assessment scores. Supervisors can then prioritize flagged sessions instead of reviewing every note without risk-based context.

Managing Claims Across Multiple Therapy Clinics

A medical biller handling claims for several therapy clinics may need to manage different payer rules, coding requirements, and denial issues across multiple client practices. Clerie’s Insurance Billing feature scans claims before submission to check coding and helps resolve denied claims by decoding denial codes and drafting appeals. This allows the biller to work through claim corrections and follow-up tasks for multiple clinics within the same platform.

Is Clerie Right For You?

Are you looking for an AI-powered EHR that helps therapy practices simplify documentation, billing, scheduling, and telehealth in one platform? The software connects these workflows while reducing the administrative work involved in running a therapy practice.

The platform is HIPAA-compliant and uses security measures designed to protect patient information.

Security features include AES-256 encryption, two-factor authentication, role-based access, and audit trails, with support for practices of different sizes.

Still not sure if the software is right for you? Contact our customer support team at (661) 384-7070, who will help you make the best decision regarding Clerie features and more.