TheraOffice Feature Suggestions

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  1. Allow for more conditions for charge checking

    Right now, we can only do charge checking with two conditions. Would be wonderful to be able to set up multiple conditions. Complexity seems to come in with multiple and/or statements, but I know you guys are smart enough to allow for such groupings :-)

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  2. Add Case Information Option When Scheduling A New Patient

    When scheduling a new patient you have to save and exit to the scheduler, select patient and then open a new case. This would give an option to add case information after saving the patient demographics instead of exiting.

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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  4. Reminder Calls - Different Messages for Different Appointment Types

    The ReminderCall.net intgeration is AWESOME. We like to have different messages for the different appointment types, but with the phone configuration I think you can only have one. For example, for Evaluations (our appointment type "EV") we like to remind the patient to arrive 10 minutes early, bring their prescription and insurance cards, wear loose fitting clothing, get a referral in place from their primary care MD, etc. And for our treatments (our appointment type "TX") we like to simply remind them of the date/time, which the current integration allows.

    Maybe have the option to have an unlimited number of…

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  5. Would like to have the old patient information window screen back. The update has made this hard to read since there is so much information

    Would like to have the old patient information window screen. The update has made this section very long and you now have to scroll down to get the information you need. It's not as easy to glance at like the old window was. Not reader friendly.

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add more icons!

    The addition of the icons feature in scheduler is wonderful, and we use it regularly. The selection of icons is a little small, though. We use them to flag any underage patients, patients who receive traction, etc. Actually, a blue "male symbol" and pink "female symbol" would be helpful, as we only allow female employees to work on underage females, and male employees to work on underage males. Just an expansion of the present selection would be nice, or a process to add custom icons would be even better!

    Thanks

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    6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Previous Billing Shown in Accounting

    When in a patient account, there should be an option to look at when the previous billing was sent and to whom. This should include every billing and not overwrite previous. You would then know when the primary was billed and how many times as well as the secondary....

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  8. See patients future appointments from Accounting or Documentation

    View future appointments for a patient from Documentation or Accounting modules

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Hello, we are hard at work in the next update (.9) where we are combining the entire software (all 6 modules) into a single application. So you will be able to see the full schedule from Accounting or Documentation.

  9. Link the modules of TO...if you open a patient in accounting, you should be able to click and open the same patient in Documentation.

    This would be extremely useful for those who have to look at both the clinical and accounting side of a patient record. It would save a lot of duplicate data entry!

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  10. The ability to Add a date of service once already into applying insurance Payments

    There are times that I am entering a large payment and a date of service I picked was a supply not a date of service, or I missed one date on a particular patient. You have to start completely over! It would be nice to be able to add it without losing everything you already entered.

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  11. Combine Enterprise Mgr & Report Viewer

    Would love to have a single report viewer. And be able to control by security group which reports each group has access to.

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  12. Batch Filename Change

    Currently, when saving a claim batch, the default name is great, but if you generate more than one a day, the automatic file names are identical, and the new batch will overwrite the old. Making a change each time is a bit of a hassle, as you have to navigate through your folders, find the right one, and change the name. Could the automatic name be modified to also include a timestamp at the end, so that it would not overwrite any batches that are already in that folder? (for instance, a claim generated at 2:56.25 PM would read *current…

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  13. Have a clinic "alert" section to remind us that an authorization is due, poc is due, missing pt's information, etc. for all pts in one spot.

    Having an alert for all the pt's in one area would minimize claim denials and help us to keep track of authorizations, plan of cares, pt's demographics, etc. The alert is something that can be checked daily to ensure everything is up to date and no vital information is missing.

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  14. Have the results of the Wizard for eval complexity to be printed on report as this is and is going to be a requirement for CMS.

    CMS came up with the complexity evals and they want to see your reasons why you pick that complexity. If the wizard could be printed say high complexity 3 co- morbidities and high decision to be printed on report and evaluated 3 systems.

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  15. 1 Special Button... to Generate Report, Save Report, Lock Document Data, Close to Clinic Navigator

    I think you should have a special button to click that will "Generate a Document Report, Spell-Check the document, Save the Document Report, Lock the Document Data and Close the window back to the Clinic Navigator after Save" - Actually it would even be better if it closed the window back to your "Document Organizer" :)

    Just Call it the "Special Button"

    That would be Awesome!! :)

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  16. account categories

    Our old system (PTOS) had a nice little feature that we haven't seen in Accounting. Each account was assigned an account type, which we could use to search and gather specific feedback in the reports. We had it set up with several different ones:
    Auto Accident
    Workers' Comp
    Private Insurance
    Medicare
    Bill Patient
    90 Day Filing Deadline
    etc.
    It would make it much easier to get a listing of all the accounts that need to be worked on in a certain category.

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  17. Documentation Templates should be editable by more users than just Providers

    The ability to modify templates should be able to be passed to various users. Especially those of us who have "all-access". It's my job to help with this kind of thing at our office, but I'm unable to do it without logging in under a provider.

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  18. Would like to see Treatment Plan in Documentation and Accounting

    I would like to see an option to add the Treatment Plan into the Vitals window in the Documentation and Accounting modules. Currently, it is only available in Schedule, Check In and Document Editor.

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  19. Accounting - When choosing payment dates, show case

    When choosing dates to apply a new payment or write off to, show the patient's visits by case. We ran into this when writing off account balances for some patients who had multiple cases. It would be easier if the patient's dates were seperated by case, so those who are writing off an account can easily recognize which dates need the write off.

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