205 results found

1. therapist -notes missing signatures

   When looking at reports, Therapist Notes missing signatures, is it possible to include in the right click options to Open Case? Only can open note. I am having to open the case to see if a duplicate or not, and if it needs deleting instead of signature.

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2. Color Set

   Instead of having to "set the color" for each individual exercise-it would be nice to be able to cut and paste a color to multiple exercises.

   5 votes

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   0 comments  ·  Documentation  ·  Delete…  ·  Admin →
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3. Executive: Script Utilization Report Needs Script End

   Could the Script End Date be added to the Executive: Script Utilization Report. This report has a lot of useful info on it, but we then have to look for the script end date elsewhere.

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4. Requesting 2 new Insert Parameter fields

   Hello,
   To help us be more accurate and efficient in the messaging area, we would like you to please add two 'Insert Parameter' fields:
   1) Enrollee ID (from Policies tab)
   2) Master Case Number (for patient portal) - if we email a patient the Patient Portal invite from one case, but it is not their master case, the case that you are emailing from populates as the "account number" for them to use on the patient portal. If there was a "master case" field that was pulled from the Binder - this could accurately be placed into any email that requests that patients login to the patient portal. We often have to notify patients that the "account number" in their email is incorrect. Additionally, we are starting to email our patient statements, requesting that they pay their statement by logging onto the patient portal. It would be nice if this parameter could be inserted into this email that we've created as well.
   Thank you,
   Jody

   Hello,
   To help us be more accurate and efficient in the messaging area, we would like you to please add two 'Insert Parameter' fields:
   1) Enrollee ID (from Policies tab)
   2) Master Case Number (for patient portal) - if we email a patient the Patient Portal invite from one case, but it is not their master case, the case that you are emailing from populates as the "account number" for them to use on the patient portal. If there was a "master case" field that was pulled from the Binder - this could accurately be placed into any email that… more

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5. Scheduling : Upcoming Visits Report

   Please remove "FLR due" and "Next FLR Visit" and "Next FLR Visit Therapist" from this report. FLR is no longer required and it shows a red alert on this report which is confusing when training new front-desk staff.
   Thank you!

   6 votes

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6. Faxes not sent box *stays* up until manually x-ed out.

   I only just happened to notice a pop-up that a fax I'd sent to a provider had the status of "not picked up." I'm often away from the computer cleaning rooms etc. and it would be SUPER helpful for that notice of a fax not going through to stay up and on the screen until manually closed. That way it stays there and visual until someone has noticed it, versus it just disappearing.

   3 votes

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7. Patient Statements

   Be able to date range patient statements. Sometimes we are sending a bill for maybe 1 or 2 DOS but the entire statement prints.
   Also being able to provide payment/adjustment information on the statement for patient information. For example, a visit was applied to Anthem BCBS deductible with patient balance of $100. Showing this on a detailed statement will better inform the patient of their responsibility.
   Also if there are multiple payors on the DOS showing how each payor processed; again this is more information to the patient.

   19 votes

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   0 comments  ·  Billing  ·  Delete…  ·  Admin →
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8. Direct Access Tracking

   Direct Access patient are limited to 10 treatments or 1 month of care before they need a prescription. The direct access button makes this difficult to keep track of. It would be helpful if the prescriptions tab allowed for you to enter a direct access period so pts will pop up on unbilled list when an Rx is required.

   7 votes

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9. Scheduling Note

   It would be really nice to have a "Scheduling Note" to better be able to coordinate between the PTs and the front desk staff and throughout the team. It would be helpful if this note would be also available the various reports that include visits or are used for schedule compliance and drop off recovery, as well as in the PT charges screen, additional client info, case (likely best in the script section), and anywhere it would be relevant to see. It could function similarly to the reminder note in that it would not need to be a running list. It would be helpful if it could be a "current statement" and if it is no longer relevant, it could be archived, so that it could be viewed but it wouldn't be considered active. You would only have one active at a time, but you should be able to add to it if needed.

   This would significantly cut down on questions back and forth between the FD and PTs and us having to ask the patient multiple times to schedule just to hear that they have told us multiple times that they are on vacation from x date to x date. Would help with drop off recovery, general scheduling, and ensuring patients are booked out for their full plan of care. It would also be really nice if when the PTs create a scheduling note or update it that the Front Desk gets alerted to check on it and act on it. It would be really helpful for the Front Desk to then be able to say if it was completed or not (if relevant) so that no one has to go check on that to see if it was done.

   It would be really nice to have a "Scheduling Note" to better be able to coordinate between the PTs and the front desk staff and throughout the team. It would be helpful if this note would be also available the various reports that include visits or are used for schedule compliance and drop off recovery, as well as in the PT charges screen, additional client info, case (likely best in the script section), and anywhere it would be relevant to see. It could function similarly to the reminder note in that it would not need to be a running list.… more

   6 votes

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   0 comments  ·  Scheduling  ·  Delete…  ·  Admin →
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10. Patient Status Tracking and Plan of Care Compliance Dashboard

    Could A2C develop a Patient Tracking Dashboard that would give the front desk and management a single place to effectively manage all the patient cases. We are struggling to keep track of all of the coordination of all the information we need to keep up on and make decision on. Currently we have to run a variety of repots and handle each type of information separately, and we often have to print the reports out to work them. This leads to stale information and is very time consuming.

    There is good functionality in various areas of A2C including the tabular reports and PT Charge entry screen (dashboard) that we would like to see in this Patient Status Tracking.

    For example, the dashboard could show each patient name and columns for:

    Case Number

    Case Type

    Referral Date

    First Visit Date

    Evaluating PT

    Case PT

    Case Status (Active, On Hold, Discharged)

    Current Plan of Care Start Date

    Current Plan of Care End Date (in Red if expired)

    Plan of Care description

    Plan of Care Visits

    Plan of Care Visits Remaining (in Red if over POC)

    Current Authorization Start Date

    Current Authorization End Date (in Red if expired)

    Authorization Description

    Authorization Visits

    Authorized Visits Remaining (in Red if over authorization)

    Plan of Care compared vs Scheduled Visits for last week (In red if non compliant)

    Plan of Care compared vs Scheduled Visits for Current week (In red if non compliant)

    Plan of Care compared vs Scheduled Visits for Next week (In red if non compliant)

    Plan of Care compared vs Scheduled Visits for Week After (In red if non compliant)

    Future Visits (In red if zero)

    Future Visit Number (In red if zero)

    Next Visit Date

    Last Visit Date

    Total Visit Count

    Next Progress Note Date Required

    Next MD Visit

    Discharge Date

    Discharge Reason

    Scheduling Note (New note field option available in various portions of the account that would allow for better coordination with scheduling)

    KX Status

    The ability to sort this information by column, or filter by a number of options, e.g. "compliant" or "out of compliance", or "will be out of compliance in ___ days", Active, Inactive, Discharged, etc.

    The ability to filter the information and only see patients who meet specific criteria such as "compliant" or "out of compliance", or "will be out of compliance in ___ days". The ability to add multiple filters.

    In the future it would also be helpful to have the following information included in the spreadsheet.

    % Better at Discharge

    % of Goals Met

    Whether or not the patient was present at discharge

    Client Satisfaction Score

    We want to be able to see every patient in our database pull up and be able to be filtered based on what we are using the report for.

    A2C does not offer an easy way to see client POC compliance and then easily know the status and act on that information. If we miss 1 to 3 visits per patient case due to not being able to track it well and keep up with the individual plans of care and have good positive control over the scheduling, it can be the difference of hundreds of thousands of lost revenue in one year.

    When we have holes on our schedule it is money that we will never get back because the time is gone and even if they extend their plan of care by the extra 1 to 3 visits to make up for it and get their full plan of care in, it is still a loss because they are then displacing other new patients that could have gotten in, that cannot now because that patient's visits were not completed in the week that they were supposed to be completed. I know this sounds dramatic, but it has come to our attention as our # 1 vulnerability and Financial Concern. It is costing us both the lost revenue on one side and we are wasting marketing money on the other side of things by having to market to so many more patients to try to keep the schedules full when we could keep them more full already by just seeing our patients for their full POC in a tight and timely manner.

    Having this functionality would skyrocket our front desk efficiency and contribute significantly to our solvency and the solvency of other clinics who use it.

    Could A2C develop a Patient Tracking Dashboard that would give the front desk and management a single place to effectively manage all the patient cases. We are struggling to keep track of all of the coordination of all the information we need to keep up on and make decision on. Currently we have to run a variety of repots and handle each type of information separately, and we often have to print the reports out to work them. This leads to stale information and is very time consuming.

    There is good functionality in various areas of A2C including the tabular… more

    3 votes

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11. Patient Registration Form or section in A2C (Not related to patient portal)

    Is there a way to have a digital form or tab in A2C that we can use to record new patient details? We currently use a paper intake form because there is no place to put that information in A2C in a way that makes sense while we are on the phone with the patient. Some of the information is available when creating a new client, and we would love to have additional places for the info. If we could have it available in a format that we can adjust the questions and order so that it flows well for the staff while speaking with the patients. It would also need to have a section for notes and the ability to create a to do task from it.

    This would help us to reduce the amount of double entry and recording of information and help our staff to coordinate better and be more efficient. Our staff have been asking about it and management has been wanting to make their work more collaborative and accessible vs. being on paper.

    We would also want a way to track the progress of the intake, e.g. Incomplete, not scheduled, scheduled, complete, etc. A report or dashboard would be helpful so we could see what the status is.

    Is there a way to have a digital form or tab in A2C that we can use to record new patient details? We currently use a paper intake form because there is no place to put that information in A2C in a way that makes sense while we are on the phone with the patient. Some of the information is available when creating a new client, and we would love to have additional places for the info. If we could have it available in a format that we can adjust the questions and order so that it flows well for… more

    6 votes

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12. Executive: Script Utilization Report also available in Tabular format

    This report has great information, but it is static, could we please have this report also available in tabular format so we can sort by the various categories? It would also be really helpful to be able to sort or filter by compliance with the plan of care. Eg. If a patient's plan of care is 2x16, and they have 2 visits in one week, 1 visit in the next week, and 0 visits in the week after, could we have the functionality to sort by patients with less visits than the plan of care in a specific week?

    We would sort the report by patients with non-compliant visits compared to plan of care in the next week and have the front desk work on determining if there is a reason for them to not be scheduled, and if not, they would reach out to them to schedule for next week and any future weeks that need to be scheduled, then we would move on to the week 2 column and sort by the same criteria and handle the scheduling. We would do this function weekly to ensure we are getting the clients in for as many of their prescribed visits.

    Making this information easier to use and filter will help us better schedule our patients and ensure we are not missing out on as many visits each week. This along can contribute to thousands of dollars saved and has positive impacts in so many areas including filling the schedules more with existing patients, ensuring the patients are getting the full care they need in a timely manner, and reduce the time and energy spent on the extra marketing and handling so many more referrals and evals to fill those existing holes. It will help our office be much more efficient with the patients we have and help us to not rob from the future by not managing patient plans of care and having to extend the patients case over a longer period of time, which displaces future patients.

    It would also be really helpful to have a "Scheduling Note" available in various sections of the case and Therapist Charge screen so that everyone scheduling can be on the same page. This note would be very helpful in this report as well so we don't have to dig around in the case to determine what the status is.

    We would also like the functionality to access the client case from this screen and if we could link to the schedule that would be helpful. The wait list would also be really helpful to access from here.

    Thank you. This would be a significant improvement for our front desk, patients, PTs, and Management.

    This report has great information, but it is static, could we please have this report also available in tabular format so we can sort by the various categories? It would also be really helpful to be able to sort or filter by compliance with the plan of care. Eg. If a patient's plan of care is 2x16, and they have 2 visits in one week, 1 visit in the next week, and 0 visits in the week after, could we have the functionality to sort by patients with less visits than the plan of care in a specific week?

    We… more

    1 vote

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13. Excel Exports are not very functional when totals or counts are involved

    Could the export to excel be formatted differently to make the data more accessible/functional? When reports are exported to excel and have totals it makes the report difficult to use in excel because the data in the totals column contains text.This makes the data really difficult to use. All cells must be manually changed to delete out the text, or the formula needs to be re-entered, which is not always possible depending on the way the report was formatted/filtered.

    3 votes

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14. Lead Tracking - Pre Referral

    It would be really helpful if we could log potential clients into the system as "potential patients" so we can track our leads and then convert them into a patient once they schedule. We track these separately in an excel spreadsheet and it would be really helpful to have them in A2C and be able to track when they first contacted us, what marketing efforts were involved, our contacts to them, etc, without having them show up as a patient and skew our other reports.

    It would be helpful to see the name, referring doctor (if relevant), the contact date, any contact efforts by our office including what was done and who did it, all related marketing efforts that apply to the reasons the person contacted us, and some custom fields such as did they receive a complimentary consultation or other info.

    It would also be really helpful to be able to create reminder tasks for a group out of this and once a person is being transitioned to be a patient the ability to create a case from the information already entered.

    It would need a report or dashboard for us to see the status of an intake, be able to assign work, see conversion percentages, and be able to follow-up appropriately.

    It would be really helpful if we could log potential clients into the system as "potential patients" so we can track our leads and then convert them into a patient once they schedule. We track these separately in an excel spreadsheet and it would be really helpful to have them in A2C and be able to track when they first contacted us, what marketing efforts were involved, our contacts to them, etc, without having them show up as a patient and skew our other reports.

    It would be helpful to see the name, referring doctor (if relevant), the contact date,… more

    2 votes

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15. outcome measures

    Since outcome measures are required for most insurance companies, it would be great to have them accessible in the patient portal so we can send the patients all the necessary documentation. Again this is another reason the patient portal forms should allow for customization.

    7 votes

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16. Custom forms

    Since most clinics have unique forms during the intake process, it would be great if the forms were customizable to be more specific to each clinic.

    6 votes

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17. Patient Attachment Classes

    Hello,

    I think it would be nice to be able to further classify the documentation that is attached to an individuals account. (e.g. Authorization Documentation, Prescriptions, Outcome Measures). I find the non-treatment class too general and is getting quite cluttered.

    5 votes

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18. Surgery dates in General Information

    There is a DOI field (presumably for MVA, WC etc.) but how about most recent or relevant surgery fields and dates? We really could use this for the omnipresent 3rd party Evicore (or other) hoops of pre-authorization forms we fill out and knowing when a patient's most recent surgery occurred would be great. We don't see very many specific post-surgery patients, so perhaps I'm missing a field somewhere. Thanks!!

    3 votes

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19. Add "partner" as option for partner status

    I'd like for us to be able to add 'partner' as a type in terms of relationship (beyond single, married, divorced, etc) so that we can document if someone has a life partner. Thanks!

    6 votes

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20. Reopen closed tab

    I'd like to be able to return to the most recent 5 tabs/cases or so I was working on. So often I close something up only to realize that I need to get back in it and I'd love to be able to just go to a dropdown and select from the 5-10 most recent cases I was working on.

    4 votes

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