From solo therapist to growing practice: How Life with KB keeps private practice simple with TheraPlatform

Katrina Bell, owner of LIFE with KB, was a solo mental health therapist who needed intuitive technology she could manage herself without needing her husband, the resident IT department, every time something went wrong.

How TheraPlatform helps LIFE with KB run its mental health practice

• Keeps scheduling, telehealth, documentation, and billing together
• Makes intake paperwork easier for clients to complete
• Gives clients more control through self-scheduling and the client portal
• Simplifies assessments with built-in tools and auto-scoring
• Supports the transition from solo therapist to growing practice

About Life With KB

LIFE with KB, an acronym for “living intentionally, fearlessly, and efficiently,” is a mental health private practice run by Katrina Bell, a therapist who helps clients navigate anxiety, depression, grief, trauma, and life transitions.

Katrina is also certified in perinatal mental health and serves clients who may experience challenges such as miscarriage, pregnancy loss, or postpartum depression. She works with clients ranging in age from 16 to 65, with most services provided via teletherapy. Katrina is also hoping to bring on interns in the near future.

The challenge: Finding an EHR she actually wanted to use

Katrina had already used a mental health EHR that was visually cluttered and difficult to use. As a visual learner, that mattered. 

In her hunt for another EHR, she knew she needed something that was easy to use and easy to look at, with telehealth included. When she tried TheraPlatform, it aligned intuitively with what she was looking for.

“I liked how it looked. I liked the ease of use … and if I'm being honest … I like the price. It was affordable,” said Katrina Bell, LPCS, LCMHC, PMH-C, and owner of LIFE with KB.

Why Katrina chose TheraPlatform

Paperwork without the paperwork headache

Katrina likes being able to start with TheraPlatform forms, customize them, build her own, or upload existing forms. More importantly, her clients find them easy to complete.

Giving clients more independence

Clients can check invoices, access information, schedule appointments, and communicate through the portal rather than contacting Katrina for every administrative question.

For Katrina, that means less email back-and-forth because clients can log in and find what they need. Rather than explaining to a client where their bill is stored, for example, she can direct them to log into the portal, click invoices, and find it there.

Scheduling that works around real life

Many of Katrina’s clients are working professionals squeezing therapy into busy schedules, and her practice is now predominantly virtual. Self-scheduling with therapist approval is therefore not just a "feature." It's part of how she operates the practice.

"So I like the drag and drop (feature). I love that. That is amazing. And then I do like ... setting up recurring appointments," Katrina said.

Tools that make clinical work easier, too

Katrina particularly likes being able to see baseline assessment scores and changes over time, which helps her explain care and progress to clients.

Helps her business scale with simplicity

Katrina started with TheraPlatform as a solo therapist, but the platform has continued to support her as her practice has grown to include another clinician and a biller with the possibility of interns next. 

Instead of piecing together new tools as she expanded, she’s been able to use the same system for scheduling, telehealth, billing, documentation, assessments, and client communication, making it easier to add people without adding administrative complexity.

Key outcomes for LIFE with KB:

• Scaled from solo practitioner to a growing team: Katrina began using TheraPlatform on her own and has since added another clinician and a biller, with plans to potentially bring on interns.
• Added people without adding a patchwork of systems: Scheduling, telehealth, documentation, billing, assessments, and client communication remain in one platform as the practice grows.
• Reduced administrative back-and-forth: Clients can self-schedule and use the portal to find invoices, access information, and communicate without contacting Katrina for routine needs.

What therapists can learn from Katrina’s experience

Choose technology for the practice you want to become, not just the practice you have today. Katrina started solo, but because her core workflows were already in one system, she could add a clinician and biller, and potentially interns without rebuilding her operations.

Additionally, you don't have to become an IT expert to run a modern practice. Katrina's original requirement – technology she could comfortably manage herself – is actually an important scalability lesson. The easier a system is to operate, the less growth depends on one person knowing how everything works.

"When I see ... on Facebook and in the counselor groups or people who are asking or saying they want to switch, I always tell them to try it out. Do the trial. It's worth it because it is comparable to some of the larger-name ones. It's even better in my opinion because I've been with a few of those before, and yes, I recommend it (TheraPlatform) to everybody," Katrina said.

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