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Zoom

Zoom meetings requiring a passcode

 

https://support.zoom.us/hc/en-us/articles/360033559832-Meeting-and-webinar-passcodes

 

Here are the steps to give the password to the patient.

 

You will click on the Invite button and it will give you the code I would suggest to send the invite at that time for the patient to login to the meeting.

 

We are looking into a waiting room option as well.

 

 

 

 


Emdeon change healthcare login issues

It has been brought to my attention that some of our customers have blocked cookies on their browser and the login to Emdeon is not working to look at remits.

 

Please try to use this URL to access Emdeon you might have to try this on Internet explorer as well as that is their preferred browser.

https://access.emdeon.com/CIHS/


Vidyo and Mac users

Therasoft Family,

 

We have enabled the ability for a few days as we work with Vidyo on the Mac problem with launching the session if you are using a PC please continue to use the Vidyo Platform as it is working appropriately unless you have a dedicated zoom room.

This will help our users that need to use zoom today because of a mac problem be able to start a session.

On your mac if you still want to use Vidyo you will have to do these steps each time before you start a session.

You can disable the download for Vidyo by deleting the Vidyo icon on your mac dock right click on the Vidyo icon and close it and then click on the video icon on the calendar reinstall the Vidyo app and then it will work remember to close it each time after the session, however we do suggest to use zoom until this is resolved.

Thank you for understanding as we are working with the Vidyo platform outside of Therasoft.

 

 

 

 


Setting up new locations

Hi Therasoft Family,

 

I have had several companies this week contact me with claims problems

 

Here is what is happening is when a new location is setup under the setup tab in Therasoft the user is inserting the Ind NPI and not the Group NPI if you are credentialed with your group make sure that the location has your group NPI inserted on this page, the only time you will use the Ind NPI is if that is how you are credentialed as an ind provider and not a group, the personal NPI is inserted on the Setup tab, Counselor/ Staff tab.

 

I see this most common when a new location of Telehealth is created.

 

So if you are having claims problems with rejections of NPI problem make sure to check your location tab under setup and then also your counselor page.

 

 

Hope you have a wonderful week!

 

 


09/11/20 - SEC Button New Feature

Therasoft Family,

 

Good Morning,

You may see a new Lifesaver button today SEC at the top of your screen, we are working on this new feature and its not fully functional as of yet, we are working on a way for you to be able to queue up secondary claims from one page the ability to print out the HCFA and if there is an EOB in the system then you will be able to print those all out on one page.

 

The secondary's will only show if there has been a payment posted from the primary insurance.

We also added the ability to see all the Secondaries that have not been sent with a flag just to be able to see the queue as well.

 

Once it is fully functional we will send out another Announcement.

 

Thank you for bearing through this with us as this feature can only be deployed live and built from the live site to enhance this feature.

 


09/03/20 - Zoom

We have made some changes to our video platform.

We have changed the platform for our users everyone will be enabled on vidyo only, due to the fact we have had so many users that are having issues with booking the room. 

If you are wanting to use zoom you will have to use a dedicated room and the cost is $49.00 per month.

If you have a dedicated room already there will be no changes.

if you have any questions please submit a ticket to us.

 

Thank you.

 

 

 


08/21/20 - If you're having trouble logging into Change Healthcare (aka emdeon)...

 If you're having trouble logging into Change Healthcare (aka emdeon) please open a new tab in your browser and go to access.emdeon.com to log in


08/17/20 - Session Validation Failed Error Msg for Search/Remits in Change Healthcare

Link to KB article with workaround


05/06/20 - Important News & Updates regarding online sessions in Therasoft

Mobile app updates for Therasoft and myTherapist are available in the App Store and Google Play Store.  These updates are required in order for video therapy sessions to work when connecting using the mobile app.  Just click the app icon below to get the update for your mobile device.



Therasoft for iOs v 1.4.1
 
 
Therasoft for Android v. 2.0.4 
 
myTherapist for iOS v. 1.2.7 
 
myTherapist for Android v. 1.1.26 
 

 

Scheduling Online Appointments
  • We made a change in Therasoft that will affect how you schedule online individual sessions.  The option to mark a session as being an Online Session has been added to the Individual tab
    • Adding this option to the Individual appointment type tab eliminates the need for the Online tab so the Online tab will be removed from the appointment screen in the next update. 
    • Moving forward, when scheduling online individual sessions please make sure to use the Individual tab and check mark the Online Session option. 
    • Sessions already scheduled using the online tab do not need to be moved or re-entered using the Individual tab.  There is no action needed for existing online appointments already scheduled.



 

Email with Link to Join

To send the appointment email with the link to join simply click on the video camera icon on the calendar.  This will trigger the email to be sent to the client with the join button.

When you click on the camera icon you will see a message come up that asks if you want to start the online session, click Yes, and then close the video window.

You do not have to wait until the start of the session to click the camera icon.  You can click the camera icon the night before the session, the morning of the session, an hour before the session, or the start of the session.


05/05/2020 - Email To Client With Link To Join Online Session

To send the appointment email with the link to join simply click on the video camera icon on the calendar.

When you click on the camera icon you will see a message come up that asks if you want to start the online session, click Yes, and then close the video window.

You do not have to wait until the start of the session to click the camera icon.  You can click the camera icon the night before the session, the morning of the session, an hour before the session, or the start of the session.  

 

 


04/13/20 - myTherapist app permissions for camera and microphone

Please inform your clients if they are gonna use the mobile app that they go to their phone settings and go-to apps and then find myTherapist and allow Microphone and video.

click here to open the knowledge base article for instructions and screenshots that walk you through locating these settings.


04/06/20 - Updated Video Therapy Instructions and Troubleshooting Tips

This is an updated Video Therapy Feature recording, with some troubleshooting options as well.

Click here to watch the video.

https://register.gotowebinar.com/recording/487803137374600450


03/31/20 - Upload your own intake forms

Here is a registration link to watch how to upload your own intake forms with templates.

 

https://register.gotowebinar.com/register/7291733915806676994


04/06/20 - Telehealth CPT Code and Place of Service Setup Instructions

Telehealth CPT Code and Place of Service Setup Instructions

 


New Feature Spotlight! September 27, 2019

New Features added to Therasoft

September 27, 2019

Any new features added to the system will be announced here every Friday!

 

Items recently added to the system:

1.  Alphabetized Lists!

We have alphabetized more of our lists throughout the program.  This will allow you to find what you are looking for more easily.

 

2.  Separate Legal Gender and Preferred Gender!

Because insurance usually requires legal gender, we have separated these two items.  Legal gender is what needs to show on the claim, Preferred Gender is how the client defines themselves.  This field is triggered by the Gender Selection checkbox on the Company Info page (bottom left under Setup\Company Info).  We have tried to be as inclusive as possible.  If there is something missing, the Other selection will bring up a box to specify.

 

3.  Additional Sexual Orientation Options!

Again, we have tried to be as inclusive as possible. If we need to add something let us know.

 

4.  Guardian option in the Relationship drop-down for Family!

We have added a Guardian option in the Relationship drop-down on the family tab of the client's registration page.

 

5.  Number of Sessions!

The current month's and last two months number of sessions (that have been marked attended) will now display at the top right of your screen.  Admins will see the total for the company, users without the Admin flag will see their personal numbers.  The last two months number is the total of the last two months.

 

6.  Diagnosis field now available on the pre-registration page!

The Diagnosis code is now able to be entered on the Pre-registration page if needed.

 

Check back again next week for more new features!


New Feature Spotlight! September 13, 2019

New Features added to Therasoft

September 13, 2019

Any new features added to the system will be announced here every Friday!

 

Items recently added to the system:

1.  New Notes Life Saver button!

Located at the top right of your screen, this button will give you a heads up on progress notes.

 Notes - Progress Notes - Takes you to new tab a under Dashboard\Notifications named Incomplete Notes

Gray - No pending notes

Red - Missing notes

Yellow - Pending notes with an in-progress status

Green - Pending notes with Finish Status

 

Coming Soon: Automated Client Portal PIN

 

Check back again next week for more new features!


New Feature Spotlight! August 30, 2019

New Features added to Therasoft

August 30, 2019

Any new features added to the system will be announced here every Friday!

 

Items recently added to the system:

 

1.  You can now print the call list!

The Call List now has a print option.  We will be changing it to print in landscape, but it can be printed now.

 

2.  Send a payment link!

Under Individual\External Payments, you can send a link to your client for them to be able to pay you.  If External Payments is not in your menu, enter a help ticket and we will turn it on.

 

Coming Soon:  Chip reader credit card readers!

 

Check back again next week for more new features!


New Feature Spotlight! August 2, 2019

New Features added to Therasoft

August 2, 2019

Any new features added to the system will be announced here every Friday!

 

Items recently added to the system:

1.  Clients are now able to upload a new file in the Client Portal!

Your clients can now upload a file through the portal.  On the Documents tab within the portal, there is an Add New button in the upper left corner.  This allows clients to upload an image, or document file for you without having to go through email.  The portal setting allowing your clients access to the Documents page must be selected.

 

2.  Ready to Bill page updated!

We have done some fine-tuning on the Insurance\Ready to Bill page to improve functionality.

 

3.  Group automatic SMS appointment reminders now available!

We have made some updates in this area and automatic text reminders for group sessions are now available.

 

Check back again next week for more new features!


New Feature Spotlight! July 26, 2019

New Features added to Therasoft

July 26, 2019

Any new features added to the system will be announced here every Friday!

 

Items recently added to the system:

1.  The Logout button now says Logout!

At the end of the day, you should always use the Logout button to close your Therasoft session.  This allows Therasoft to clear cookies that it has made.  The new label makes it even easier to see!

 

2.  Copays are now visible on the calendar when it is printed!

When using a Height per slot of Medium or Large, the copay prints at the bottom of the appointment slot.  We will be making a few changes over the next week or so but this is available now. It does work best when printing weekdays only.

 

3.  Workflow buttons are now available on the client's registration page!

Go to Individual\View Clients, Select the client.

At the top of the registration page, you can now see and use the A, P, N, CA and TP buttons.  We also moved the View Insurance, Referral letter, and Client Type buttons to the top of the page as well.  

A = Individual\Attendance

P = Individual\Payments

N = Individual\Progress Notes

CA = Individual\Assessments

TP = Individual\Treatment Plan

View Insurance = Insurance\View Clients\Selected client

Referral letter = A way to track information for the referral source or even send a letter back to them

Client Type = Individual, Group, or Both

 

4.  Superbills now triggering for the Billing Statement Automation!

If you are using the billing statement automation, Superbills should now trigger correctly.

 

Check back again next week for more new features!


New Feature Spotlight! July 19, 2019

New Features added to Therasoft

July 19, 2019

Any new features added to the system will be announced here every Friday!

 

Items recently added to the system:

1.  Remove uploaded intake documents on the Company Info page!

You are now able to remove uploaded files from the intake documents on the Company Info page.  Simply select Remove File and select Save at the bottom of the page.  You no longer have to request that we remove it for you!  This is the intake documents section, not the Terms and Policies.  You have always been able to remove those forms.

 

2.  Billing Automation - Help us Beta test!

The Billing Statement Automation is available in the system.  We are still in the testing phase, but it is working for the Client Billing Statements.  If you would like to help test this function, submit a ticket and we will activate the Billing Email Log report for your account.  This will help you track any emails that the automation sends as well as allowing you to track other billing emails sent from within Therasoft.

 

Click here for a document explaining the setup and functions of the automation and log report.

 

Coming Soon!

Life Saver Notes!  This will show any sessions missing notes within the past week.

 

Check back again next week for more new features!

 


New Feature Spotlight! July 12, 2019

New Features added to Therasoft

July 12, 2019

Any new features added to the system will be announced here every Friday!

 

Items recently added to the system:

1.  Additional options added on the pre-registration form!

Language - You can now select from four languages in the drop-down. 

The current options are: 

  • English
  • Spanish
  • French
  • Chinese

Link to screenshot:  Language

Gender Selection - You can now enable more gender options by checking the box under Setup\Company Info. 

The additional options are: 

  • GenderQueer
  • CIS-Female
  • CIS-Male
  • Trans-Female
  • Non-Binary
  • Genderfluid

Links to screenshots:  Company Info, Gender

Sexual orientation - You can now enable sexual orientation options by checking the box under Setup\Company Info.  

The current options are: 

  • HeteroSexual
  • Lesbian
  • DemiSexual
  • ASexual
  • BiSexual
  • HomoSexual
  • AndroSexual
  • PanSexual
  • Queer
  • GyneSexual

Links to screenshots:  Company Info, Orientation

 

2.  New option in the Portal Settings dialog!

There is now a Send to option for assessments.  If you are sending assessments, you can now choose to send the assessment to the Portal Only, to Email Only or to Both.

  • Portal Only - Sends the assessment only to the portal and does not send an email to the client with the link.
  • Email Only - Sends the assessment only through email and does not send it to the client portal.
  • Both - Sends the assessment both to the portal and as a link through email.

 Link to screenshot:  Portal Settings

 

Check back again next week for more new features!


New Feature Spotlight! July 5, 2019

New Features added to Therasoft

July 5, 2019

Any new features added to the system will be announced here every Friday!

 

Items recently added to the system:

1. Automatically generated counselor codes!

You no longer have to wonder what it should be when adding a new user.  Simply type in the first and last name and the system takes care of the rest!

 

2. Life Saver buttons!

Located at the top right of your screen, these buttons give you a heads up on claims, text reminder responses, and announcements from us.

 

TXT - Responses to automatic appointment reminders via text.

Gray - No new messages

Green - New reminder reply

 

MSG - Messages from Therasoft

Gray - No new message(s) from Therasoft

Green - New message(s) from Therasoft

 

Copay - Copays not collected - Takes you to the Individual\Payments page

Gray - No sessions that need copay to be collected

Green - All sessions with copay have been collected

Red - There are sessions that need to have copay collected

 

Claims - Claim status responses - Takes you to the Insurance\Claim Status page

Gray - No responses

Green - New claim status response

Red - New claim rejected response

 

EOB - Electronic EOBs\ERAs - Takes you to the Insurance\View EOB page

Gray - No EOBs

Green - New EOB(s) received

Red - New denied EOB(s) received

Yellow - New reversal received

 

Unbilled - Sessions without attendance marked or not yet billed to insurance - Takes you to the Insurance\Unbilled Sessions page

Gray - All insurance client sessions have attendance marked and have been billed

Red - Insurance client sessions without attendance or not yet billed

 

Check back again next week for more new features!


 

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