Kate Shepard
My feedback
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6 votes
An error occurred while saving the comment Kate Shepard
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55 votesKate Shepard
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17 votesKate Shepard
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3 votes
An error occurred while saving the comment Kate Shepard
commented
As far as I can tell, there is no benefit to selecting the "Service Type" within a Case. When you schedule an appointment, the Service Types for all open cases are listed in the blank appointment. You have to delete the unneeded service types, which is causing problems for our therapists when they click on the wrong button or forget to delete multiple services. What is the purpose of the field "Service Type" on the Case screen (Notes --> Case Info --> Service Type) if it does not restrict a provider's ability to schedule for other service types?
Kate Shepard
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8 votesKate Shepard
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70 votesKate Shepard
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4 votesKate Shepard
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7 votesKate Shepard
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27 votesKate Shepard
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29 votesKate Shepard
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2 votes
An error occurred while saving the comment Kate Shepard
commented
Most EHRs provide a way to prevent overlapping appointment times, either by warning that another therapist is scheduled to see the same client at the time of scheduling or by pulling a report that shows overlapping appointment times that must be corrected before billing. Some of our payers will not pay if a client is seen by Clinician A from 8:00 am - 9:00 am, then Clinician B from 9:00 - 10:00 am, because both sessions overlap at 9:00 am. We must adjust the second session to 9:01 - 10:01 am. It is very tedious to review all appointments manually for these time overlaps.
Kate Shepard
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4 votesKate Shepard
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An error occurred while saving the comment Kate Shepard
commented
The CPT code shows on the Progress Note, but most providers and caregivers/parents do not know how to interpret billing codes. It would be helpful for the note to also include the service description, such as "Individual Therapy Session" or "Intake Appointment" as well as the CPT code. This is especially important for (custom) non-CPT codes that we use for our private billers, so they can see which type of services was provided.
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104 votes
An error occurred while saving the comment Kate Shepard
commented
It looks like they have added "Contracted Rates" by Service Type in each Insurer detail tab -- but I can't figure out the purpose of entering these rates because they don't seem to be reflected in the invoices/amount due.
An error occurred while saving the comment Kate Shepard
commented
It looks like they have added "Contracted Rates" by Service Type in each Insurer detail tab -- but I can't figure out the purpose of entering these rates because they don't seem to be reflected in the invoices/amount due.
Kate Shepard
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82 votesKate Shepard
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73 votesKate Shepard
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2 votes
An error occurred while saving the comment Kate Shepard
commented
Every month, we have to pull notes for each client and generate invoices (from our other billing software at this time) then combine the notes and invoice into one PDF before emailing to the payer. It would be great to be able to generate an invoice and automatically print the associated progress notes for each line item as subsequent pages in the Invoice PDF.
Kate Shepard
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10 votesKate Shepard
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17 votesKate Shepard
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54 votesKate Shepard
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65 votesKate Shepard
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We are a non-profit organization, and we offer multiple therapy types (counseling, speech therapy, OT, music). Each client has one or more "providers" who pay for their therapy, with the potential to have a different provider for each therapy (Insurance 1 pays for counseling, Insurance 2 pays for speech therapy, etc.). TheraNest only allows us to add up to 3 insurance plans in each account. We need to be able to add an unlimited amount (at least 4 or 5 though), especially if we want to track authorization end dates, because the authorization dates are different for each therapy type/insurance provider.
Thank you for following up about the insurance payers in TheraNest. Yes, we have clients with more than three payers (Insurance 1 pays for Service Type A, Insurance 2 pays for Service Type B, Insurance 3 pays for Service Type C, Insurance 4 pays for Service Type D, etc.). "Insurance" could be a grant, or private pay, or an insurance provider. For us, service types represent different types of therapy, and each type of therapy has a different authorization period with different authorization hours (or units). So technically, the answer to your second question is also yes. Example: Insurance 1 authorizes Service Type A (speech therapy) for 30 hours this year, and Insurance 1 authorizes Service Type B (counseling) for 100 hours this year, while Insurance 2 authorizes Service Type C (music therapy) for 40 hours this year. It would be amazing to be able to track down to that level, as well as with units or hours instead of number of sessions. Thank you!