Our system will never be finished! We listen carefully, improve constantly.
Features new to TherapyAppointment 2.0
Our new interactive calendar is organized much like Google Calendar or iCal.
Click on an empty time slot to schedule an appointment or meeting
Drag and drop to reschedule an appointment or meeting
Drag your cursor to change the length of time reserved for an appointment or meeting
Click on an appointment to see quick details or edit details associated with that appointment or meeting
Week-at-a-Glance and Month-at-a-glance views are available with a click of your mouse
“Availability” overlay shows on your calendar, and it is color-coded for hours at different office locations
Additional Scheduling Features:
Import your personal calendars such as Google Calendar or iCal
Export a de-identified client appointment calendar to your personal calendar
Choose multiple methods of entering or changing appointments for different situations
For therapists traveling between two or more offices, you will now have the ability to set office hours for each location and to let clients choose a location when scheduling online
Display schedules for different office locations, and use our improved "side-by-side" calendar to see all of the clinic therapists at once
Manage your practice effectively with our improved “First Available Appointment”
Use our improved SOAP and HIPAA-style notes
Unlimited templates can now be shared in a group practice
Templates can include automatically generated information, e.g. client name, appointment type, start and stop times, etc.
Treatment plans are now recorded separately; they are not part of progress notes
Treatment plans can be edited between sessions and printed separately from notes
Fee collection is now a separate process and not necessarily included as a part of charting
Our new “Auto-save” feature lets you pause in the middle of charting without losing your work
You can now view the exact format of your completed chart note for printing
Notes can be locked individually, and claims can be submitted multiple times per day if desired
We have an extensive “supervision” process; chart notes for interns are automatically routed to supervisors for approval; supervisors can edit or return notes to interns with suggestions
Improvements have been made to group therapy charting, and these can be supervised as well
Coming soon: drag and drop to create your own charting template, which can include custom pull-down lists and more
Claims and Billing
Auto-posting of your insurance payments is now faster
We’ve improved the division of “due from client” and “due from insurance” amounts
Problems in accounting appear automatically on the “dashboard” screen
Most problems have a simple “fix this” button on the dashboard to lead you through the repair process
Insurance company information can be picked from a national list of insurers
A new system for editing claims permits you to tailor a claim to the non-standard demands of any insurance company and use the same format going forward
Statistics and Reports
A new “filtering” system lets you create a custom report for any subset of your financial or practice information.
Group practice reports are much easier to produce
View your statistics with our new dynamic graphs of information
You can print out a complete client chart that includes more than just session notes (such as treatment plans, appointment history, insurance information, and final statements). This gives you a quick and easy response to a records request
Messages to other staff members or clients can now include attachments
Messages are organized into “threads”, making it easier to see the context of a message
Messages can include several recipients, all of whom are included in the “thread.” You can add additional staff to the thread at any time.
Messages can be sent to multiple clients simultaneously without revealing the identities of other clients, e.g. if your office is closed for a weather emergency
Each appointment has a “history” which includes reschedules, reminders sent, confirmations received, etc.
Staff as well as clients can now flag an appointment as “confirmed”
Multiple reminders can be sent for a single appointment. Example: an email can be sent two days before the appointment and a text message one day before.
Clients can electronically sign and return documents without ever printing them on paper. The signed documents are automatically saved to the client chart.
Clients log in via the same login page used by staff.
All messages and documents now come through the portal, leading to less confusion when passwords change.
Clients can print their own receipts, superbills, statement copies, etc. on demand; there’s no need to ask staff to send these documents
We’ve improved our “due from client” and “due from insurance” calculations, so clients can be more confident about making their payments online
Non-clinical staff now may initiate messages to clients (if permitted by privileges)
When multiple office locations are available, you can restrict view of available appointments to a particular office
Our new software looks and feels more modern
The new “Responsive design” senses what kind of device you are using (computer, tablet, or phone) and optimizes display and input for that device
We made improvements to error-trapping (fewer “blue screens”)
New automatic system capacity increases when the the traffic is heavy on our system
Tasks that take a long time (e.g. uploading a document) are done in the background so you can continue to work on other tasks
Improvements to security (e.g. true two-factor authentication)
Drafts in progress are saved automatically (e.g. notes are retained even if you forgot to click the “save” button)
Our new “Dashboard” organizes everything that needs attention on one page.
You will receive automatic, ongoing alerts of expiring treatment plans, needed recerts, unfinished charts, messages, problem claims, and more
“Cascading privileges” can now allow for easy setup of a large group practice
One account per person means no more separate admin or supervisor accounts
We’ve made improvements to the faxing system
We have higher limits on uploaded document size and overall storage
We have features helpful to a large, complex practice while maintaining simplicity for the solo practitioner
Specialist account types are available, e.g. “scheduler” and “biller”
Therapyappointment works effectively on any browser,
All of these are added to our existing suite of features:
We offer a complete, HIPAA-compliant system for managing your psychotherapy practice. You provide the therapy; we provide the rest!
Scheduling, charting, patient accounting, client billing, faxing, appointment reminders, document storage, and messaging are all included at no extra cost
Therapyappointment was designed by a psychologist who understands the work flow and created a system to fit it
Our system is “in the cloud”, so you can access records from anywhere with complete security
We maintain automatic and ongoing backup of client information
Records are retained for a minimum of 7 years after you close your practice. We are currently reviewing the policy regarding accessing deactivated records, stay tuned for updates.
At your discretion, clients can self-schedule, cutting your phone calls in half! Clients love this feature!!
At your discretion, new clients can register and schedule their first appointment online, even after hours–a great marketing tool for your practice
A HIPAA-compliant message system permits encrypted communication of Protected Health Information with clients and staff
Appointment reminders are sent automatically to clients on your appointment schedule by text message, voice phone, or email
Claims are sent to insurance automatically; you are alerted when necessary claim information is missing, minimizing the chance of a rejection
Client statements can be printed on paper for traditional mailing or sent to the client electronically