Have access to their own chat channel in the portal with access to the clients appointments, billing and forms/documents
Can mange the appts/card/invoices for the client via booking widget
More Standard Forms – We’ve added more standard forms, grouped them by specialty and we’re looking to add more (email us if you’d like to share!)
Total Income Financial Report – Dashboard Widget
Filter by ‘Tag’, ‘Note Status’ and ‘Billing Type’ on Claims -> Appts -Further filtering can help prevent billing errors. Ex. See all appts with locked notes for all clients with specific tags that are of the insurance billing type -See all appts with unlocked notes for followup
Filter by ‘Tag’ and ‘Note Status’ on Claims -> Create Claims – Further filtering can prevent billing errors -See all claims with locked notes to see which are ready to be submitted
List > Claims – Sort by Session Date – If multiple sessions exist, it will sort by the first date
Lists > Appts > CSV Export -We removed the “min” value from the duration column. This will allow for the use of formulas on the spreadsheet (e.g. SUM formula to calculate billing and payroll)
Claim Activity – When the claim number gets assigned it will now show in the claim activity. This is helpful when they need to follow up on issues.
Note Status Filter on Lists> Claims Appts and ‘Create Claims’ – Adding ‘Missing’ as a filter – This will show All Appts without a note
Current Diagnosis Question Type Updates -You can now edit the diagnosis for a visit from the Current Diagnosis question type. -This will allow you to remove, add and arrange Diagnosis Codes. -These updates would only apply to that visit / note and would follow through to the claim or Superbill for notes linked to appointments. -This will give users a bit more flexibility when managing diagnosis from visit to visit as the focus of the visit can change.
Eprescribing – We are in our final beta testing for eRX (yay!) and are so thrilled so see dozens of clinics already enjoying the benefits of direct prescription integration in their PracticeQ Account. If you’d like to join in before open application, email us!
PracticeQ Payments – We’ve delayed raising our effective rates and we’re offering one last opportunity to lock in 2.75% and $.30 per transaction to those who apply until April 30th. Starting May 1st our rate will go up to 2.9% and $.30 per transaction. That’s still an effective rate, meaning you’re not charged a varying rate on different cards or transaction types!
Good Faith Estimates – No more workarounds for GFE’s, our team is working to have this built out and standardized within your account. Stay tuned!
Hello, everyone! The last few months have been really busy and we’ve added tons of good stuff to IntakeQ. Online booking and payment module You can now have clients book and pay for appointments in your own website using our booking widget. We packed it with features and made it extremely easy to set up….
Sometimes a form is be filled out by a parent, guardian or power of attorney, and we thought it could come in handy to have it established right up front who is filling out the form. Check out this article to learn how to enable that option.
Some consent forms might require more input from your client than just their signature. Now you can add input fields/forms into it to gather extra information and we made it a very user friendly tool. Check out this article to learn how to insert both types of fillable sections to your form.
Let’s say you choose to have a form you created through IntakeQ displayed on your website. In order to avoid spammers and authenticate users who fill the form out, you can now require that your clients confirm their e-mail address before accessing the form. Check out this article to learn about the feature.
Now you can document and store treatment progress of your clients in IntakeQ. The Treatment Notes are powered by our existing intake form engine, which means they can be created using the many question formats we offer. Check out this article to learn how to use this new feature.