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Therasoft office will be closed Thursday (11/28) and Friday (11/29)

Therasoft offices will be closed on Thursday, November 28th and Friday, November 29th for the Thanksgiving holiday.  We will return on Monday, December 2nd.

 

An on-call staff member will be available to assist with login or other urgent issues.  Otherwise, please use the Submit a Ticket button at the top of Therasoft to enter a support request, and we will get back to as soon as we can.

 

Have a fun and safe holiday weekend!

Therasoft Support

 

 

 

 

 

 


New Feature Spotlight! November 1, 2019

New Features added to Therasoft

November 1, 2019

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

 

Items recently added to the system:

 

No new features this week

 

 

Check back again next week for more new features!


New Feature Spotlight! October 4, 2019

New Features added to Therasoft

October 4, 2019

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

 

Items recently added to the system:

1.  Automatic PIN for the Client Portal!

New clients will now default to a default company PIN on the myTherapist\Client Portal tab of the Registration page.  It can be changed at any time but will now default.

 

2.  Preferred Gender is now Gender Identity!

To be as inclusive as possible, we have renamed Preferred Gender to Gender Identity.  The field is still triggered by a check on the Company Info page.

 

 

Check back again next week for more new features!


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! September 6, 2019

New Features added to Therasoft

September 6, 2019

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

 

Items recently added to the system:

 No new features this week, but exciting news!  

Coming Soon:  Create multiple CPT code groups in the session catalog!  You will soon be able to set up a main CPT code with set add-ons!  No more going to the A1 or attendance page to add CPT codes to a session when the same codes are always used together.

 

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 23, 2019

New Features added to Therasoft

August 23, 2019

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

 

Items recently added to the system:

 

No new features this week.

 

 

Check back again next week for more new features!


New Feature Spotlight! August 16, 2019

New Features added to Therasoft

August 16, 2019

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

 

Items recently added to the system:

 

No new features this week.

 

 

Check back again next week for more new features!


New Feature Spotlight! August 9, 2019

New Features added to Therasoft

August 9, 2019

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

 

Items recently added to the system:

1.  The Updates button has been renamed!

It is now News & Updates.

 

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!


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


Webinars
 
Here are some of the webinars we have done recently.  They are prerecorded and available on demand.  Just click the link.
 
Clinical
 
Administrative 
  
Insurance 
 
New Features for 2019
 

Discharge feature changes

HI there,

 

We have changed the discharge feature to be like assessments and treatment plans.

You will go to the Ind tab

Click on the discharge summary tab

then off to the right of the name, you will see new or if you have one already you will see the number of discharges.

 

We made it this way so it's visually available to see if one has been created.


Pre-Registration links for websites

If you have a website not managed by Therasoft, you may need to update the Register Online link.  For added security, the content of the links has changed. If your Register Online tab is not working you will need to update the link.

 

To find the new link to send to your webmaster:

1.  Go to Individual\New Client.  

2.  Select the yellow Send Pre-Regn Link button in the upper right

3.  Copy the link from the Pre-Regn Link field

4.  Paste into an email or message to your webmaster.

 

We are in process on updating the websites we manage.

If you have any questions, let us know.

 

-Staci


Websites
As of January 1, 2019, we will be increasing the website management cost to $30\month.  This is due to rising security costs. You will see the increase on your January invoice.
 
If you have any questions, please give us a call at 888-435-8203.
 
Thanks!
 
Therasoft Team - 12/07/2018

New Delete Appointment Button on Registration

There is now a Delete Appointment button on the client registration page.  This is intended to be used when a patient dies or is discharged.  Selecting this button will remove all future appointments from the calendar.  This does include appointments for a later time that day.

 

If you have any questions, call our support line at 888-435-8203.

 

-TSO Staff


Therapist view calendar and changes to the name of New Therasoft calendar

Hi there,

 

We are looking at phasing out the New Therasoft Calendar, you will see we also changed the name to just Therasoft Calendar as its been some years and its no longer a new calendar.

We are planning to move that Calendar off production by February we are enabling features under the Therapist view calendar that fits with the Therasoft Calendar

Here are the things we have moved or changed so far.

 

We highlighted the New client button to green.

We moved over the Quick add button and highlighted that green as well.

We also added a checkbox to look at the hours that are outside of your business hours (this was a lot of the reason for the other calendar) this way if you add an appointment at 2 am and meant to do 2 pm you can click this button and find that appointment that is not correct and change and fix without having to go to another calendar.

 

We are also adding a small calendar to find a specific day to the left side of your screen and also a list of clients for that day so you are able to click on the client's name and go to the registration page, very excited about this and the new look.

 

Let us know if you think of any other changes that would help the workflow of your day.

You can submit a ticket.

12/6/2018 

Therasoft Team

 


Helpful information if you are having issues with Therasoft

Did you know that Chrome Browser is our preffered browser?

This is our most interactive fewer browser issues.

 

Did you know that cleaning your PC or Apple is a real thing?

At least once a month clean your computer by clearing your history and cache.

You can always do a browser search, for example, how do I clear my cookies using Chrome, IE, Firefox, Safari etc.

 

Did you know that you can not log in to Therasoft in the same browser even with two usernames that are different this can cause serious side effects?

If needed you can log in two different ways but use one in let's say for example Firefox under Petra and then under Chrome use Petra again.

Did you know you can have more than one tab open here are the steps

1. Click on Ind tab, you will then get your menu options, right click with your mouse and open another tab, you can then open the insurance tab and do the same thing (so no need to login twice in the same browser.

 

If you are having login issues make sure to shut down your computer, clear your history, don't autosave passwords, and then try again.

 

 

 


11/1/2018 NEW CPT codes for Testing Effective Jan 1 2019

Check out our Knowledge-base for the new codes added for testing starting Jan 1, 2019

Here is also the link to watch the webinar as well.

https://register.gotowebinar.com/recording/viewRecording/4585774221305684225/5458966774598273031/petra@therasoftonline.com?registrantKey=8824983084396258315&type=ATTENDEEEMAILRECORDINGLINK


Client portal

Did you see we made changes to the client portal?

Check it out >> Client Portal

 

 11/22/2018

 

 

 


 

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