Key Features

Dashboard Interface

Dashboard Interface
Dashboard interface for at-a-glance overviews of your schedule, client profiles, clinical records, and billing & accounting.

Video Sessions

Video Sessions
Offer and conduct video sessions with confidence. The video module is encrypted and secure so it meets HIPAA rules. Video sessions appear on your schedule like all other appointments. Notes are integrated and billing and insurance information is captured for submission with all your in-office appointments.

Clinical Notes

Clinical Notes
Choose your note format – SOAP, SAP, SIP, or simple free form. Add tasks and assign homework. Notes are automatically saved every 5 minutes so you won’t lose your hard work if your browser freezes. Every change to signed notes are archived to PDF files so you have a complete client record and audit trail.

HIPAA Compliant

Powerful Scheduling
Our software is fully HIPAA compliant, including video.

Scheduler

Powerful Scheduling
Stay focused and on task with the powerful MyDesk scheduling dashboard that lets you:

  • view your schedule for a day, week, or month with one click
  • add or remove a provider or an appointment type from the schedule with one click
  • highlight the available times for a day, provider, and appointment type
  • show today’s and tomorrow’s appointments for quick reference
  • add and complete your tasks right from this dashboard

Smart Check-in & Check-out

Smart Check-in & Check-out
Smart Check-in & Check-out
Appointment check-in and check-out is simple with our uniquely smart PowerBox.

  • enter new or update clients or insurance
  • see what forms the client needs to complete
  • see the aged status of their account
  • today’s charge is entered automatically
  • add other ledger transactions if additional services or items are purchased or payment is made.
  • make their next appointment and and set a reminder
  • generate the walkout receipt
  • generate a HCFA form for today’s appointment

HCFA Forms

HCFA Forms
Print a HCFA form during check-out for your client to submit to their insurance company. The form will be pre-filled as much as possible and all fields are available to be filled in or changed. Each appointment’s last HCFA form can be reprinted.

In the near future, HCFA forms will be saved to PDF and archived creating an audit trail.

Client Forms

Client Forms
Easily see of this client’s required forms and whether they have been completed. You can select additional forms this client should complete and email an invitation for them to complete them through the Client Portal. You can even upload other image files for the client to review through the Client Portal.

Client Portal

Client Portal
Once a client is entered into the system, you can invite them to use the portal where they can review and fill out forms before they get to the office. Clients can see their upcoming appointments and homework too.

Account Aging

Account Aging
Account Aging is a visual summary of a client’s outstanding balance status. You will see it in several places in the system to help you make decisions about reminders and payments collection.

Customize Settings

Customize Settings
ManageTherapy.com is highly customizeable at the practice and provider level giving you control over most of the values in dropdown lists and more.

iPad Friendly Design

iPad Friendly Design
ManageTherapy.com is perfectly sized for the iPad, allowing you to work from anywhere and easily work with the system while working with a client. You might also have clients use an iPad to review forms, fill out their assessment, or complete an exit survey while in your office.

Billing Statements

Billing Closeout
Billing Statements
Generate billing statements all at once or one client at a time. There are many filters when running statements so you can get the right billing done at the right time for the right provider(s).

Sole Provider or Clinic

Sole Provider or Clinic
The software is friendly for a sole provider, working alone doing everything from scheduling to billing, or for a clinic with a number of providers, front office staff, and billing specialists.

Provider Fee Schedules

Fee Schedules
Provider Fees
Assign clients to one of multiple fee schedules you have created yourself.
Set provider fee amounts for each schedule.
Fees can then be added automatically to the client’s ledger during checkout.

Appointment Reminders

Appointment Reminders
Clients can choose how they want appointment reminders – phone call, email, or text – and how far in advance they want to be notified. Appointment reminders are shown for upcoming appointments and the status is recorded.

Archiving

Records Archiving
Initial Assessment, Treatment Plan, and Clinical Notes are automatically archived whenever a change is saved after the form is signed.

Auto Save

Auto Save
The most important forms are automatically saved every few minutes so you don’t lose any work even if you get interrupted.

Company

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