Set which staff member a client can schedule an appointment with on the portal
When setting up the client portal and allowing clients to self-schedule, allow me to select which staff member(s) a client can schedule with. We don't want them to just schedule with anyone.
Allow me to embed a calendar or calendar link on my organization's website so prospective clients can schedule a consult or initial appointment with me without having to use the client portal.
Allow staff without billing permissions to see client Insurance details
If we could have some way therapists can see who the insurance payer is without having any billing permissions, that would be amazing! Our reasoning behind it is some insurance payers allow for two sessions a week versus one and it would help our ...
Don't allow certain fields to be updated in the client portal
Allow me to lock certain fields in the client portal from being updated by clients. For example, we don't want them to update their insurance on the portal because then it causes problems with our billing.
Remove unbillable diagnosis codes after period of time
If a diagnosis code is no longer billable and it's past the date to submit corrected claims, then remove the code from TheraNest so I don't accidentally select it.
Niki McKay
over 2 years ago
in Notes & Cases
2
Future consideration
5
Future consideration
