How Tate Psychotherapy left SimplePractice without missing a session

Organization snapshot

Tate Psychotherapy is the private practice of Mary Tate, LCSW — a licensed clinical social worker based in New York City, seeing clients in person at her Manhattan office and virtually across the states where she holds licensure. Her approach is integrative and personalized, drawing on EMDR, Internal Family Systems, DBT, and psychodynamic psychotherapy, with a focus on trauma, anxiety, relationship difficulties, and life transitions.

It is also, deliberately, a practice of one. There is no billing team, no office manager, no admin staff — every hour spent running the practice is an hour that comes out of clinical work or out of her evening.

Her goals

Mary's goals were the goals of most solo practitioners: keep the practice genuinely solo without drowning in administration, move off SimplePractice without putting continuity of care at risk, and get documentation and billing to run themselves — while staying fully in control of the clinical record.

A migration without missed care

For a solo practice, switching systems is the scariest part — there's no operations team to absorb the disruption if records, schedules, or claims land wrong. Mary came to Oasys from SimplePractice bracing for exactly that risk. Instead, the Oasys team ran the migration hands-on from start to finish, and she was back in session immediately — with zero missed patient care.

AI documentation, without the leap of faith

Mary was not an easy sell on AI — and Oasys doesn't ask her to be. Scribe drafts structured notes from her sessions, and she reviews and approves every one before it's finalized. The AI does the assembling; the clinical judgment stays hers. What won her over wasn't the novelty — it was that the drafts are genuinely good enough to trust as a starting point, in her own note format.

Biodata in the room

Oasys' built-in wearable integration gives Mary something she'd never had as a mental health provider: her clients' physiology alongside their story. When a client reports insomnia, she can pull up their actual sleep data together in session — and it flows into the documentation automatically.

Billing on autopilot

Oasys supports the full range of billing comfort levels — from fully managed RCM to hands-on self-serve. Mary sits in the middle: she keeps control of her billing, but she's configured auto-billing so charges run through at the end of each day without her touching them. For a practice of one, that's the difference between billing being a nightly chore and billing being a settings page she visited once.

What's made the difference

• A zero-disruption migration — hands-on from start to finish, off SimplePractice and back into session without missing any patient care.
• Notes drafted, never dictated — Scribe assembles the documentation; Mary reviews, edits, and approves every note.
• Wearable data in the clinical picture — sleep and biodata reviewed live in session and folded into the record automatically.
• Billing that runs itself — auto-billing sweeps the day's sessions every evening, on her terms.

Room to stay solo

Oasys is built for group practices — and it scales down to one without the clutter. For Tate Psychotherapy, that means the infrastructure of a much larger operation — AI documentation, integrated billing, wearable data, telehealth — run by a single clinician who'd rather spend her hours in the room. The practice stays solo. The admin doesn't pile up. And the advice she gives colleagues in the same position is simple.