Practice Innovations, Vol 10(4), Dec 2025, 334-347; doi:10.1037/pri0000270
Every health care professional must keep records. For those of us in private practice, the responsibility falls on us to make wise decisions about the optimal ways to do this. With the widespread integration of telehealth, not only must we choose our bookkeeping methods, but most of us currently use at least one—if not several—digital tools in our clinical work. This article examines the electronic health record (EHR) as a holistic solution for addressing various digital tasks clinicians encounter, including clinical needs, plus the management of medical records and associated bookkeeping responsibilities. Attention is devoted to convenience factors as well as legal and ethical considerations. Finally, readers will learn concepts to help them evaluate health care software, enabling them to make the wisest choices among products. (PsycInfo Database Record (c) 2025 APA, all rights reserved)