Therapist Scheduling Software

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  • Traditional and online appointment scheduling
  • Online scheduling option eliminates frustrating “phone tag”
  • Appointment reminders sent automatically via phone call, email, or text message
  • Quick view calendar for your smart phone
  • Recurring or one-time appointments with “search for optimal time” feature
  • Audit trail shows who set or cancelled appointments
  • Special scheduling and charting features for therapy groups
  • Clients can update their demographic/insurance information online
  • Prompts to contact clients who suddenly stop scheduling appointments
  • Automatically sends paperwork to new clients
  • Maintain complete control over a wide variety of scheduling options

Electronic Medical Records

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  • Structured charting available to ensure HIPAA compliance
  • Point-and-click SOAP note available with treatment plan
  • Space for creation of your own note templates
  • Separate areas for medical vs. psychotherapy notes; your private notes stay private
  • Automatically includes diagnosis and other stable information from past notes
  • Diagnosis search if DSM or ICD code is not recalled
  • Spell-check tool from browser helps with typos
  • Compatible with Dragon Dictate or other dictation software
  • Online document storage: upload PDF or scanned files to be truly paperless
  • Quick notes available to document phone calls or other issues
  • One-click fax to referral sources regarding treatment progress
  • Mental health history form completed online automatically becomes a part of chart
  • Download any note or set of notes as a PDF file that you can print or save on your computer

Mental Health Billing Software

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  • Track client payments, insurance payments, and insurance submission status for each appointment
  • Integrated credit card merchant system available
  • Client charge card information stored for fast checkout
  • Send invoices to clients on paper or through encrypted email
  • Clients can make point-and-click payments directly from the invoice

Insurance Claims Management

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  • No per-claim fees for electronic insurance filing.*
  • Out-of-network billing allowed for most insurance companies
  • E-claims, paper claims, and online submission lists can all be produced
  • Superbills/Flex bills generated for client self-filing
  • Prepare e-claims by the simple act of charting
  • Auto-posting of insurance payments received in ERA format
  • Claim submissions double audited for required information
  • Tracks pre-authorized session usage and warns of expiring authorizations
  • Automatic alerts when insurance payments are overdue
  • Tracks insurance submission status, client payments, and insurance payments for each appointment
  • Supports 2013 CPT Codes and add-on codes
  • Supports Medicare PQRS codes

HIPAA Compliance

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  • HIPAA and HITECH compliant
  • Encrypts patient information for security unmatched by paper records
  • Device registration process with real-time notification of additional registrations
  • Provides a HIPAA-compliant email alternative for messages from patients or coworkers
  • PHI release log: track disclosures of Protected Health Information as required by HIPAA

Cloud Computing

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  • Works on Windows, Mac, and tablet devices
  • No software to install
  • Software updates are automatic and free
  • Secure access from any computer or device
  • Access to records from home for charting or in an after-hours crisis
  • Firefox browser preferred, but many web browsers supported

Group Practice Features

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  • Clinicians view only their own schedule/billing/records
  • Free admin accounts available for office staff
  • Admin staff can’t view clinical notes, but have access to schedule/financial information
  • Admin accounts can view multiple therapist schedules side-by-side
  • Free supervisory accounts available to manage and oversee student/intern clinical notes
  • Management staff can limit staff privileges to view or change sensitive information

Mental Health Management

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  • Calculates useful statistics and graphs, including practice income, account aging, referral source, and demographics
  • Prints excuses for work or school
  • Email or print receipts for client payments
  • Download all information at any time
  • Extensive collection of video tutorials
  • Free online “webinar” training, free email support
  • Autopilot – keeps up with patient flow in real time
    • Provides just-in-time information about the session, e.g. notes, reminders, copays
    • Hides all PHI about other patients while current patient is in the room
    • Prompts for charting at the end of the hour, then displays next patient’s notes

* If 51% or more of your electronic claims in any one month are billed to government programs, there is a $20 fee directly from our insurance clearinghouse affiliate. This fee can cover your entire group.