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David Gunzburg

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  1. 88 votes

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    David Gunzburg commented  · 

    Adding our 2cents as this does need a boost. @Blake for the list .. (our comments and suggestions why)

    1. Automatically block off time on the calendar when a client requests a new appointment until you confirm or deny the request. As it is, multiple clients can request the same time, which is unprofessional. (This would go hand in hand with a REQUEST much like the Camera Icon for telehealth this provides a visual que to anyone to address that request. )

    2. Automatically sync the duration of the appointment with the service type offered. For example, a 45-min individual psychotherapy session would block off 45 minutes or you could set it to block off one hour for those of us who prefer a built in cushion between clients. (this is important alone just for insurance CMS 1500 forms to be accurate. If the insurance only will cover a 45 min session yet we have time on the form of 60 min that could cause a conflict later IF there were to be an audit)

    3. Improve mobile browser functionality to allow for confirming appointments from your phone. Right now you cannot access that section. (App has a lot of updates needed)

    4. Allow confirming and declining appointments from the calendar itself. When a requested appointment automatically blocks off the time (see suggestion 1 above) you should be able to click the appointment from the calendar to confirm or deny it. (This has one other MUST HAVE... ADMIN PRIVILEGES TO ACCEPT AND SCHEDULE. Right now this option puts all the responsibility on the providers and there is no back up, if they do not see a request, or forget it, a client may simply arrive thinking as the confirmation process is not adequate from the self scheduling system, and you have a bad client service as they arrive to an unconfirmed appointment and can not be seen. )

    If I was to suggest a Priority patch/ update this is in my Top 3 To fix immediately.

    David Gunzburg supported this idea  · 
  2. 64 votes

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    David Gunzburg commented  · 

    This is something our practice now does, however we place this in the INTAKE forms that a client signs prior to coming in. We have a custom form that we created and also conferred with our lawyer as to the legal rights we have for billing etc etc.. (each state has different laws) but you can make this quick and easy and a requirement for the intake portion of your forms. Make sure if you do so you have your form explain why you require a CC and also details on how / when a client is charged.

  3. 36 votes

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    David Gunzburg commented  · 

    TheraNest is a Practice management software, not a full fledged accounting management software. There are many options for the business side of things..

  4. 118 votes

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    David Gunzburg commented  · 

    You can already do this, in the client portal. We have done so many times. Just open up the email portion - COMPOSE... and in the To box.. select the drop down box that says SELECT ALL.

    Compose Email and all done.

    For Text we do not have this feature, but this would be good, but more importantly is being notified when a client "texts" back and the system responds or alerts us to some form of message.

  5. 355 votes

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    David Gunzburg commented  · 

    A note regarding this. TheraNest has to work things under HIPPA guidelines and partner practices in allowing changes to be made and access to their software. A new business partnership with Google would have to be made to enact two way communication and editing via Google calendars, this is another logistics and security conflict. This is why our clients do not get a "ical or google" calendar link.

    Would this be a nice added feature yes... but not a major must have. The two way HIPPA street has to be paved first.

  6. 753 votes

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    David Gunzburg commented  · 

    After reading this idea, I can see this being quite a function with great flexibility for single providers that manage their individual schedules etc etc. However in a facility operation such as ours with several providers / telehealth / on site / off site / etc... this simply is a logistical nightmare. As the admin I already look at a rainbow of fruit flavors that is nigh impossible to decipher unless i place filters in at the time.
    However Telehealth has the camera function / For our off sight and others billing codes that are there show the differences, unfortunately for rooms ( we don't use these as our staff have full booked schedules and stay in the same room) A little required reading???

    I do understand the plight of the lone provider but in a group setting I do not see how this "color coding" would be applicable without creating even more of a nightmare visually.. I may be wrong I just want to express the Group Admin perception to this.

  7. 187 votes

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    David Gunzburg commented  · 

    Going to "bump" this with another comment. After three years of practice growth and several providers we have found that percentage output is simply too confusing for some providers to work within and the emotion feedback is that they are not getting paid properly. We had several clinicians that contracted with us and even though we explained the contract 65/35 and gave them reports of when payments were etc etc.. and explained the rates of insurances are different etc etc etc.. (confused yet??) We found that by simply breaking down the averages of our insurers reimbursment rates and then basing the averages of 65/35 our previous rate we were able to come up with a simple FLAT RATE pay per service hour. It comes out about the same as the percentage, but this time now our clinicians are paid on time, and not held responsible for administration collections... Since we applied that... we have not lost a single clinician and now have grown to 7 providers and looking to grow again in 2019.
    A flat rate would be great.... just for BILLED sessions.

    David Gunzburg supported this idea  · 
  8. 79 votes

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    David Gunzburg commented  · 

    First let me clarify why this is a good idea. We deal with 6 different EAP programs that do not accept electronic claims nor do they require a CMS 1500 form. So what currently happens is that when we do batch statements, invoicing and then submit. We spend extra man hours having to research WHY the claims were not accepted only to find out that the client is a EAP paper submission. This for us is now racking up into actual time spent 30-60 minutes each week.

    Thus if there was a way to separate the clients from the electronic process, either in the setup of the client or some way to exclude certain billing codes (we create separate billing codes for the EAP paper forms) when doing the batch invoicing this would help.

    Also with clients such as these having limited numbers of appointments. Not allowing new appointments to be made once the PREAUTHORIZED number have been reached unless an administrator overrides this. As we have had several clients... sneak a last go around that we now must fight about collections which creates a bad environment.

  9. 241 votes

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    David Gunzburg commented  · 

    Definitely a good idea. To have instead of just DELETE (for real errors and that should be only approvable by a manager or admin) but REFUND option as well just so it can be tracked that the money was refunded in a way.

  10. 40 votes

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  11. 54 votes

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  12. 132 votes

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    David Gunzburg commented  · 

    I LOVE THIS IDEA!!! I am also the main admin for our practice and 90% of all scheduling billing etc, goes through me. I would love to have that Contact Log a bit more
    "accessible" as I do not use it now as it is "buried" this would help with any notes that the front desk must keep track of or communications with a client that the clinicians may need to know about and also , any legal issues .

  13. 54 votes

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    David Gunzburg commented  · 

    This would be good to have both client DOB as well as the insured party. All info in one screen instead of having to click back and forth.

  14. 188 votes

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    David Gunzburg commented  · 

    I concur, there is no reason we should have to "mark as paid" when we collect a copay or coinsurance at the time of check-in. A minor hassle but will save the overall accounting and also be more accurate reporting

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