There is a new button in the billing module titled "Create Practice 1500." This button is visible to all users who have the "Billing" permission. The Practice 1500 is helpful for clinics who would like teach their students more about claims.
All the fields in the Practice 1500 form are editable. When completed, the form will save in the Client List in that particular client's "Files" folder.
We have fixed a bug that was allowing a document to appear multiple times on one user’s todo list. Now that this is resolved, you will not have two todo list items for the same document on your own todo list. There might be a todo list item for that particular document on multiple user’s todo lists, but it will only be on your own todo list once, even if saved and submitted many times during the revision process. Documents on the todo list are also automatically saved to the Client List so the same document might appear in both the client list and todo list.
There is one caveat: if a supervising therapist edits an official document, a new version will be created. The original document will remain in the client list unless deleted.
Also if you see multiple soap notes on your todo list with the same session date, that means several different notes were created for a client with the same session date and this was most likely an error. You can delete the extra soap note if it was created by mistake but please remember, once a document is deleted it is gone so please be very cautious.
There is a new field in the Client List titled “Info.” It is located in the “Client Insurance” section on the Edit Info page. This is a versatile field that can be used in a number of different ways depending on your needs.
How the field works:
This is a free field that you can type anything into. Whatever you type will be pulled into several different places.
How to use this field:
There are a couple of ways you can use this field. You could type private pay here so that you could sort your clients and claims. You could also type in specific sliding scale information here to sort. Any billing related information that you would like to sort by would be helpful to include here. It is important that you type the same information exactly every time so that you can sort accurately. For example, if you type “private pay” for all your clients and then one time accidentally type “private” that client will not be included when you sort by this field.
There is a new module in the patient portal called Patient information where clients can fill out or update the fields on the edit info page in the client list. If they move or change insurances, they can log into their portal and add this information here. When they click “Save” the edit info page in the client list will automatically be updated.
The patient portal now supports fillable forms so clients can type directly in the form on their device without having to download and upload any files. You can share fillable forms to patient portals in two places:
The first is the Admin Panel. Click the Portal tab. In the fillable forms dropdown, select the fillable form you would like to share to ALL patients. Click ‘Share to Portal” and “yes”. If you would like to remove this form from ALL patient portals, click “Remove from Portal.” If you would like to remove this form from just a few patient portals, go to the client in the client list and click the portal folder. Click “Remove from portal.” Here you can also share a fillable form with just one individual patient at a time. Select the fillable form from the form dropdown. Click “Share to Portal” and “Yes”.
The fillable forms will appear in the patient’s portal in the clinic forms module. Newly shared forms will automatically appear in the Incomplete forms list. To fill out, patients will click start and fill out the fields. They can click save and finish later if they want to resume filling out later. To resume, they’ll click edit. Once they’re done, they’ll click “add signature” to draw in their signature and type their name and relationship to client. Then they’ll click “Submit.” Once submitted, the form will appear in the completed forms list in the portal as well as the portal folder in the client list. The patient and therapists can view the form as a pdf by clicking view.
If a client ever fills out a form incorrectly, you can always reshare it to them by following the same steps listed at the beginning of this video. If you need to reshare a form every year to all clients for example, you can always just reshare the form from the Admin Panel.
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