From Overwhelmed to Empowered: How Shane Streamlined Her Private Counseling Practice with TheraPlatform
Running a successful therapy practice requires far more than clinical expertise; it demands smart systems, intuitive tools, and operational efficiency.
When Shane Davis, LPC, CSA, launched New Perspective Counseling in 2020 at the height of the COVID-19 pandemic, she was managing every part of the practice herself: scheduling, billing, documentation, and client support.
With multiple systems and outdated EHR platforms slowing her down, she needed an all-in-one solution that was simple, supportive, and designed specifically for therapists.
In this customer spotlight, discover how Shane used TheraPlatform to streamline billing, enhance telehealth delivery, improve client experience, and confidently grow her practice without burnout.
At a Glance: How TheraPlatform helped New Perspective Counseling's private practice
- Consolidated billing, documentation, scheduling, and telehealth into one platform
- Reduced documentation time to under 3 minutes using the integrated Wiley Treatment Planner
- Improved billing accuracy with built-in validation and clear error guidance
- Enhanced client experience with simple logins, an intuitive portal, and seamless telehealth
- Supported practice growth while reducing administrative workload and stress
About New Perspective Counseling
Founded in 2020 during the height of the COVID-19 pandemic, New Perspective Counseling, LLC was created to provide a safe, accessible space for individuals, couples, and families navigating unprecedented challenges.
Led by Shane Davis, LPC, CSA, the practice serves clients ranging from children as young as four to adults, helping them address anxiety, depression, substance use, poverty, illness, and everyday stressors. The practice also collaborates with licensed clinicians and supervises residents pursuing licensure through the Virginia Board of Counseling.
The Backstory
When the pandemic hit, Shane saw the growing toll on her community—social anxiety, isolation, job loss, and grief. New Perspective Counseling became her way of offering a foundation for people to talk, heal, and reconnect from the safety of their homes.
As the practice expanded, Shane realized she needed an all-in-one system to manage billing, scheduling, and documentation. Previous EHRs left both her and her clients frustrated with confusing portals, outdated interfaces, and limited features. She knew she needed a more intuitive, supportive solution.
The Challenge: Too many tools, too much stress
When Shane opened her practice, she found herself juggling multiple disconnected systems like video platforms, email, billing tools, and intake forms.
Having used several major EHRs earlier in her career, she knew what wasn’t working, but struggled to find a platform that truly supported both her workflow and her clients.
Key challenges
- Limited telehealth tools that disrupted sessions
- Documentation workflows requiring constant tab-switching
- Complicated intake processes that confused clients
- Poor customer support and outdated technology
- Lack of clarity and visibility over billing and claims
Instead of feeling supported, Shane felt overwhelmed, especially while trying to build a new practice during a global crisis.
Why Shane chose TheraPlatform
Shane wanted an all-in-one, easy-to-use platform backed by a supportive team. Here’s what made TheraPlatform the right fit for her practice.
Human-centered support
“You can go above and beyond to present a product, but if it’s not the relationship, I’m not interested. TheraPlatform is patient, present, and kind – every time.” — Shane Davis, LPC, CSA
A unified, therapist-first workflow
Everything from scheduling to notes to billing happens in one place without unnecessary clicks or complicated workarounds.
Faster, compliant documentation
TheraPlatform includes the Wiley Treatment Planner, so assessments, treatment plans, and progress notes stay connected. Templates and MSE fields support compliance while keeping documentation focused and efficient.
“I’m madly in love with Wiley … It leads you right into the treatment plan. I love how it's connected, and … takes me less than 3 minutes to complete a treatment plan.” – Shane Davis, LPC, CSA
Billing designed for clarity and confidence
Built-in validations and automated flows prevent avoidable billing mistakes and reduce reimbursement delays.
“What I like about the claims and invoices is that it tells you what the problem is. - Shane Davis, LPC, CSA
A better client experience
Simple logins, fewer forms, intuitive telehealth, and built-in messaging mean clients stay more engaged and less frustrated.
“So everything's at their fingertips, and they know that they can message me right then and there,” – Shane Davis, LPC, CSA
Onboarding without disruption
Shane transitioned while still seeing clients with no downtime and no messy learning curve.
Implementation and results
With TheraPlatform, administrative tasks that used to take hours now take minutes, and client sessions are smoother and more interactive.
Real results
- Documentation in under 3 minutes using the integrated Wiley Treatment Planner
- Streamlined billing with dashboard visibility and optional managed billing
- Flexible telehealth with screen sharing and real-time messaging
- More time for clients and less time troubleshooting technology
What other practices can learn
If you’re running (or growing) a solo or small group practice, the right system can significantly reduce stress, improve client experience, and increase profitability. With an all-in-one platform, therapists can stop juggling disconnected tools and spend more time focusing on client care.
Whether you’re seeing 10 clients a week or 100+, TheraPlatform supports sustainable, confident growth.
Start your 30-day Free Trial Today
TheraPlatform gives therapists everything needed to run a modern practice—telehealth, documentation, scheduling, billing, secure messaging, and more—in one intuitive, HIPAA-compliant system. Start your free 30-day trial — no credit card required.
