Charles Kirby
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An error occurred while saving the comment Charles Kirby
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8 votesCharles Kirby
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41 votesCharles Kirby
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An error occurred while saving the comment Charles Kirby
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I am consistently encountering situations in which clients do not complete forms when registering in the client portal. Based on your instructional video, it appears that there are no additional prompts beyond the point clients initially enter demographic info. Additional prompts around completing forms and submitting them could resolve this issue, or streamlining the process to auto fill demographic info from face sheets so there are fewer steps for clients to complete in the registration process, especially when dealing with varying levels of computer literacy.
Charles Kirby
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11 votes
An error occurred while saving the comment Charles Kirby
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At present, only individuals with admin status receive notification of non-standard text replies when the option is enabled, which is impractical in group practice settings in which there is no office assistant or the admin doesn't have time to forward info. Additionally, it is also not always possible for non-admin account holders to be constantly double checking all clients communication logs every day to determine if someone inadvertently responded to the automated system with a cancellation. It would be helpful and make far more sense for there to be an option for all account holders (including those with non-admin status) to be notified of all non-standard text replies including those beyond the initial response to an automated confirmation text response.
Charles Kirby
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85 votes
An error occurred while saving the comment Charles Kirby
commented
I'm often in situations in which it is necessary to change the CPT code of an appointment unexpectedly, sometimes after the appointment has begun, e.g., family join what was supposed to be an individual 90837 session. The existing system that requires creation of a new appointment in order to change the CPT code creates workflow issues, especially when this occurs with a Telehealth pane open and given the new appointment isn't automatically set at the same time. It would be beneficial to be able to change CPT codes from within the progress note editing screen without having to go through the process of creating a whole new appointment, or, at the very least, have the new appointment automatically be scheduled at the same time.
Charles Kirby
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24 votesCharles Kirby
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223 votesCharles Kirby
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196 votesCharles Kirby
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8 votesCharles Kirby
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I continually run into the problem of new clients not filling custom forms that the practice had to create because there seems to be no other way to direct clients to provide information using existing Theranest tabs like billing and insurance info without having to create custom forms to send to clients, which they are not directed to complete after filling demographic information. The current process is needlessly convoluted, leads to wasted time having to send follow-up communication to clients when they do not complete forms, and needs to be automated more, e.g., adding the option of being able to prompt clients to fill specific forms that are already in your system like billing and insurance and payment info after they have created a login. Additionally, if custom forms have been sent to a client and are not completed, why is there not an automatic email sent to them within a certain span of time before their first appointment to remind them to complete forms? These seem like basic registration system functionality to me.