05/03/2021 View eob page change

Good Morning,

You may have seen a new button on the Insurance view eob page.

We added an ! next to the post button.

You might see it yellow if the patient overpaid if you click on this yellow ! it will allow you to move the patient money into the deposit account and then apply the insurance payment all from this page. This will also gray out the post button until the client payment has been moved so there is no longer a negative balance.

You also might see the ! green as well next to the blue post button this will allow you to apply a a patient deposit account credit all from this page.

Check it out, let us know if you have questions in regards to this new feature.

Submit a ticket at the top of your screen and let us know if you would like a walkthrough of it!.

Have a wonderful Monday!

Therasoft team.

10/17/2020 - Therasoft

Good Morning Therasoft Family,

We did deploy some new changes today for example we added a brand new face to the client portal.

Here is the link, Click here

We did make some updates and added a new SEC button which we will then work with this week and test, then if you are interested in a faster more efficient way to get secondaries done please submit a ticket and we will get that added for you. We will get you added to our list once we have completed testing we will notify you after you have submitted a ticket that we have activated the lifesaver SEC button

Here is the link, Click here

Thank you for being patient with us this last month as we were adding a new server as well and did not deploy any changes, we should be back to normal operations of adding fixes and updates as needed.

We have spent endless hours this last week making sure that everything is loaded will work when its deployed, if you find that Therasoft is slow at first that is normal during deployment, and new changes once the feature loads you will be back to normal in the system if you come across anything please submit a ticket to us and we will look into this right away.

We apologize about our response times as we have been trying to stabilize the system and get the features that you like added to the system, we will spend the next week notifying you that we have made your changes requested, although we like to make every change that you would like sometimes we are just not able to do right away or not at all we think of the greater good of all customers before we create something new.

We will be working on a video of the Client portal so when your clients access the site it will have a brief overview of the things they can do, we will let you know when that is live and ready to go, we thought maybe this would help alleviate all the questions the clients might ask you, and free you up to do the things you love Therapy!

We have updated more features and we will be sending out another message of all the things we have done in the past few weeks soon.

Thank you for being the most outstanding customers a company could ask for!

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!

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.

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!