TheraOffice Feature Suggestions

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  1. Billing carryover

    Please return the billing carryover to daily notes when the "copy from previous note" box is checked. it has become cumbersome to have to load and check the billing for each note. This changed with recent updates and lost its functionality.

    3 votes
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      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Make the schedule the home page.

      Please make the scheduling page the home "default" page upon loading and once notes are completed. This will avoid unnecessarily having to constantly tab over to the scheduling page.

      3 votes
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        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Easier new document

        Please add ability to right click from the scheduling page to open a new document.

        3 votes
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          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Add ability to enter visit limits for the benefit period along with authorization with duration limitation

          We have patients who have a benefit visit limit who also require an authorization that is usually less than the benefit max. Sometimes will ave multiple authorizations but need to not go over the overall max. Tracking for both are very much needed.

          3 votes
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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • 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.

            0 votes
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              1 comment  ·  Flag idea as inappropriate…  ·  Admin →
            • Be able to see assessment boxes when typing in info!!!!

              Having to use Word to type assessments and then paste in your program since you can't read what you wrote and have to scroll WAY to much to change anything. This is super annoying and you need to change it back to how it was prior to the update.

              1 vote
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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • reinstate keyboard shortcuts for newest update (for example Ctrl + Z to undo deleting autopopulated text)

                Until the latest update, we could hit Ctrl + Z to undo deleting the auto-filled text in evals/notes, but now if something gets deleted, we can't "undo" that.

                1 vote
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                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Create an after visit summary

                  Have areas of the daily note that can be updated and then pulled into a patient-friendly after visit summary. We know patients do best with written instructions. Imagine if "notes from my therapist" pulled in from assessment, there was a series of checkboxes for the therapist to select instructions, such as ice, heat, practice good sleep hygiene, get regular physical activity such as, etc., some key measures from the daily note (my ROM today is:) and a blank space for any additional patient education instructions for the visit.

                  1 vote
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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Fix this problem

                    New update does not allow you edit a paragraph in a form field once you click on it. It has a single line that forces you to scroll through multiple sentences which is really taxing and difficult to edit!

                    4 votes
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                      2 comments  ·  Flag idea as inappropriate…  ·  Admin →

                      Hello,
                      We’re sorry this is so difficult to use. We were working with our user interface vendor on this issue and unfortunately due to the deadline with MIPS we couldn’t resolve this issue in time.

                      We have the fix done and we are going to be hopefully rolling it out in preview tomorrow or Monday and then release it later next week. We added additional features as well that the prior version didn’t have.

                    • Do not allow payment to be posted on account if not received

                      When in Accounting looking at the visit, under "Visit Totals" the system currently allows you to add a copay/coins/deductible and a payment was never received, allowing you to go over the initial payment total. Looking as there is a payment, but there is not

                      3 votes
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Add the ability to toggle between the treatments (objective section) of your data and the pop-out Find Tx list w/o closing the pop-out.

                        I want to be able to view the pop-out treatment list while editing the objective section. Currently, I have to choose a tx from the pop-out list and then close the list so that I can edit that data to make it more patient-specific.

                        1 vote
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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • patient icon sort order

                          Please change the patient icon sort order in the two drop-downs (under Patient Information) to sort alphabetically (A-Z) by description. Or, add function to allow user to change sort order preference. This way, the user can scroll by first few letters. Currently, the sort order appears to show oldest to newest. The sort order of icons in Admin is alphabetic by description, so we're not sure why it doesn't carry over to user level.

                          1 vote
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • visit count

                            In re-evals only count current case visits not entire lifetime of patient visits

                            6 votes
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Be able to create Auto Tasks

                              Currently, we are limited to only use the tasks in the system. It would be beneficial to create tasks of our own that auto-populate under specific circumstances like a new patient or new case is created and certain tasks are automatically generated.

                              1 vote
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                                1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                              • Permit the addition of custom fields on the fax cover sheet

                                Permit the addition of custom fields on the fax cover sheet. Most provider's offices prefer to see the patient's date of birth on the cover sheet, for example, while insurance companies like to see the patient's insurance ID.

                                1 vote
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • clinic navigator searches (customize)

                                  Add columns to searches in clinic navigator or widgets.
                                  Example: for Patient Drop-Offs (Not seen in 2-4 weeks). Add a column for "next visit" to filter out which patients should be on the drop-off list and need to be contacted.

                                  1 vote
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • New Patient Forms Automatically Generated with New Cases

                                    There are 5 forms that we add to every new case and it would save a significant amount of time if those forms could be automatically populated (and editable) every time we create a new case.

                                    1 vote
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                                      2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Adjuster data field

                                      additional data fields are needed in Case Information to include claims adjuster, thus providing a tracking mechanism and ability to fax directly from the data base.

                                      1 vote
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Fax medical records to multiple recipients at the same time.

                                        often need to fax to PCP, specialist, Case Manager, adjuster, etc. would be beneficial to complete all with a singe batch fax.

                                        1 vote
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Referring Physician, Primary Care Physician. Add more data fields.

                                          There needs to be more data fields for this information. there are many situations where the referral comes from a specialist, NP, or PA. there may be several specialists who see a patient. all of these people should get copies of clinic notes. also the data field should be labeled as Health Care Provider as it may not be a physician.

                                          1 vote
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                                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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                                          TheraOffice Feature Suggestions

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