205 results found

1. Field Requirements

   Can we make certain fields in the questionnaires required so that patients are unable to finalize until they fill out those fields? We have noticed that patients have been skipping over important information.

   7 votes

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   0 comments  ·  Patient Portal  ·  Delete…  ·  Admin →
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2. Health Questionnaires

   Can the three health questionnaires be condensed into one? It is more time consuming for the physical therapists to go through three documents versus opening one document with all the pertinent information. We have also had a couple patients complain about the amount of forms there are to fill out.

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3. height and weight

   For MIPS compliance, we require height and weight records. Can this be added to the Medical History form in the Patient Portal?

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4. 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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5. PTA/OTA time

   With the newest update, the PTA/OTA time cancels out each visit instead of flowing forward from the previous visit. I understand this was added to check for accuracy each visit. However, at our clinic, the PTAs do most of the modalities and exercises with each patient, so it requires additional steps in documenting and more time consuming for all of us to have to add the minutes back in each visit. Are you able to allow this to also flow forward?

   6 votes

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   0 comments  ·  Documentation  ·  Delete…  ·  Admin →
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6. Charges and Documentation Screen

   Provide a free text box in charges and documentation screen to provide information to clinical regarding the patient. For example, a patient only has 20 visits per calendar year - watch visits, or any other form of communication pertinent to the plan of care

   2 votes

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7. Printing and Emailing Client Schedules

   Please make the emailing client future scheduled appointments easier, more complete, and more streamlined.

   We really need to be able to email ALL of the clients appointments in a simple, professional, and organized way quickly and easily.

   The fact that the system doesn't allow for emailing more than 2 months of client appointments is really a problem, and the only option is "calendar" form as two separate attachments.

   The "messaging" feature is great for some things, but the email appointments is not one of them. There are way too many steps involved and it only allows the email to have attachments of the schedule (does not put it in the body of the email), and the only options that are currently available through A2C are adding Current Month, and Adding Next Month.

   This means that the client cannot see their appointment list in the body of the email (which most of our clients are opening on their phone), instead they have to download and open the attachment, and it is broken up into 2 PDF files, and then if their appointments go beyond 2 months (Which many of our clients do since we try to schedule for 8-10 weeks out if possible, and most of our wellness/massage services book for a full year at a time).

   If we have a patient with appointments past the 2nd month we need to save their appointments as a separate PDF file outside of A2C and then go through the messaging process and attach it to the message at the end.

   Also, we really should be able to email appointments from the schedule or case without having to go so deep into the process. E.g. Right click "Email Appointments". Please make this change! It should take 2 seconds to email patients a complete and accessible list of their appointments. The longer it takes the more likely it is going to be put to the side to do later, which increases the likelihood of forgetting, delays the patient receiving it, and slows the front desk down in general.

   Please make the emailing client future scheduled appointments easier, more complete, and more streamlined.

   We really need to be able to email ALL of the clients appointments in a simple, professional, and organized way quickly and easily.

   The fact that the system doesn't allow for emailing more than 2 months of client appointments is really a problem, and the only option is "calendar" form as two separate attachments.

   The "messaging" feature is great for some things, but the email appointments is not one of them. There are way too many steps involved and it only allows the email to have… more

   1 vote

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8. Binder as Master Record for key info

   We hare having issues with data consistency issues that would be fixed by having a single source of info.

   Could the binder contain the master info and be able to override case specific info:

   Name
   DOB
   Address
   Phones
   Emergency Contact Info
   Marketing Preferences
   Documents that are global and not specific to a particular case

   We often find that a DOB is incorrect in one of multiple cases, or that the address is spelled differently, or it takes a long time to find an attachment that is in one of 8 cases.

   It would be really helpful if we could specify permanent info that would allow us to more easily manage client data.

   E.g. if we pull patient addresses to send a holiday card there is no way to pull that list and get 1 entry per client, we get one entry for every case for every client, which is very difficult to work with, especially if the different cases have slightly different demographic information in them (e.g. one address says St. and the other says Street) which makes it to excel can't remove the duplicates.

   We hare having issues with data consistency issues that would be fixed by having a single source of info.

   Could the binder contain the master info and be able to override case specific info:

   Name
   DOB
   Address
   Phones
   Emergency Contact Info
   Marketing Preferences
   Documents that are global and not specific to a particular case

   We often find that a DOB is incorrect in one of multiple cases, or that the address is spelled differently, or it takes a long time to find an attachment that is in one of 8 cases.

   It would be really helpful if we could specify… more

   2 votes

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9. Waitlist Communication and Management

   The waitlist is helpful, but we are struggling with documenting our actions and communications so that the next person who looks at it is able to know what is going on.

   The note section in the waitlist cannot be updated after initially entering the client on the waitlist without it also changing the dates, this has caused a lot of confusion in our office and caused us to reach out to clients who no longer have valid wait list requests because staff didn't realize that every time they added a note to the waitlist that it was pushing out the dates.

   1. Could the waitlist note function more like separate chronological entries - that way we could see what the progression of communications was and have better and more accurate info when reaching out to the clients.

   2. Could the Wait list notes have a global setting that the company could turn on (if they wanted to) that would create a Case Note entry every time a wait list note was created. This would help to relay critical information between our scheduling staff as well as clinicians, and reduce or eliminate some back and forth.

   3. It would be helpful to be able to open a clients case from the waiting list. Often when we are on the phone trying to schedule clients from the wait list they ask questions that require us to open the case and the transactions screens?

   These changes would really help streamline working the waitlist and reduce the time spent figuring out what is happening.

   The waitlist is helpful, but we are struggling with documenting our actions and communications so that the next person who looks at it is able to know what is going on.

   The note section in the waitlist cannot be updated after initially entering the client on the waitlist without it also changing the dates, this has caused a lot of confusion in our office and caused us to reach out to clients who no longer have valid wait list requests because staff didn't realize that every time they added a note to the waitlist that it was pushing out the… more

   2 votes

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10. Package Tracking for ease of pre-pay service handling

    Could A2C add a pre-paid service package tracking option. We have several services that we sell packages. Private Pay physical therapy, Massage Therapy, Pilates/Personal Training Sessions, and group classes are sold packages of sessions. E.g. 6, 10, 12.

    A2C doesn't offer any ability to track this currently, and the package rates are different based on the service and the quantity. Whenever a client comes in the front desk has to check their past charge and the case note to piece together what is happening and what charge to apply to the client, and if they pick the wrong charge code the package is off and the client may have too much left at the end of the package or not enough, and then our wellness staff were paid incorrectly because they get paid a % of the service charges they performed.

    We would love to be able to load a "package" so that it is easy to tell in A2C that a person purchased say a Massage Session package for $600 and it covers 6 (1) hour sessions. They system would recognize that the person has this package and when they check in would be able to indicate that one of these sessions was being used and it would be applied to the clients account as the correct charge amount (based on the unit charge for that particular package). When the package is getting low it would be able to show up on a report and be a reminder when they checked in.

    This would help out significantly with our FD, speed up the check in, payment, and charge process, as well as significantly reduce the amount of reconciliation changes we have to do each week when the wrong charges are entered.

    It would also help us be in better communication with our patients when we could say you have 3 of 6 sessions left without telling them we will have to look into it and get back to them once we have done research and math to figure it out.

    Could A2C add a pre-paid service package tracking option. We have several services that we sell packages. Private Pay physical therapy, Massage Therapy, Pilates/Personal Training Sessions, and group classes are sold packages of sessions. E.g. 6, 10, 12.

    A2C doesn't offer any ability to track this currently, and the package rates are different based on the service and the quantity. Whenever a client comes in the front desk has to check their past charge and the case note to piece together what is happening and what charge to apply to the client, and if they pick the wrong charge code… more

    2 votes

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11. 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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12. 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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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. Doctor/Referral Salutation is not available

    Please add Doctor Saluation. E.g. Ms., Mr. Dr., etc. to the contact info for doctors.

    It is important to for us to address doctors professionally and the system provides no place for this information, so when we send letters out to them there is no way for us to address it to Dr. James Smith, MD. It just says James Smith, MD when we use the excel download.

    Many doctors get upset with us when we do not address them correctly on the phone or via mail, and generally is makes our office look less professional and hurts our reputation.

    For several years we have kept a separate list in excel just to maintain full records of the addresses, but it is becoming burdensome to have so many lists kept outside of A2C that is info that A2C should be able to manage.

    Please add the Salutation and make it a field we can pull in the reports.

    Please add Doctor Saluation. E.g. Ms., Mr. Dr., etc. to the contact info for doctors.

    It is important to for us to address doctors professionally and the system provides no place for this information, so when we send letters out to them there is no way for us to address it to Dr. James Smith, MD. It just says James Smith, MD when we use the excel download.

    Many doctors get upset with us when we do not address them correctly on the phone or via mail, and generally is makes our office look less professional and hurts our reputation.

    … more

    2 votes

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15. Symbols

    We have a Spanish population in our area and have to designate on our schedule if they are Spanish speaking because we only have a few Spanish speaking providers. We use the symbols for this. We also use symbols for our balance program, sports medicine, etc. We use our visit type for the type of body part we are seeing them for. We really would like to be able to use 2-3 symbols to help us appropriately schedule patients with the appropriate therapist.

    4 votes

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16. font size too small, unable to magnify adequately with current options

    Using an older Surface Pro 4 with a small screen, i'm unable to magnify the schedule enough. I can pick resolution values and text sizes that make the upper portions of the schedule nice and readable, but the lower portion of the actual schedule itself remains much too small and won't get any bigger.

    4 votes

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17. Statement

    In Patient Statements screen it would be nice to also have the guarantor's address as a column. Many times a case will be set with just the guarantor's name, which is a column currently, but if there is no address entered for the guarantor, the statement prints without the address. Currently have to go fully into the case to check if there is an address entered.

    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. 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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20. Posting: Credit Card Transactions

    On the "posting - Credit Card Transactions" report there is no option to view the total $$ from the transactions listed. Other reports have a "sum" option for the bottom of the report and it would be nice to have one for this report as well

    5 votes

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