It`s no secret that mental health professionals have busy days. Maintaining their caseload, returning messages, managing HIPAA compliant documentation, tracking insurance authorizations, sending out bills, entering payments... and then they actually have to see clients!
A client management software system can be a great help. Unfortunately, many of these systems have their origins as accounting databases; with poorly design interfaces and the bare minimum of mental health details hastily thrown into the mix. Many are often awkward to use, built on out-dated technology, and expensive to maintain.
The main interface screen of PsychBook CMSPsychbook CMS changes everything. It allows counselors, social workers, psychologists, and other mental health professionals to do their work with more ease and less time.
From a single, organized interface it provides the capability to manage client contact information, scheduling, HIPAA compliant documentation, insurance authorizations, billing, and payments.
Here are some key features of "PsychBook CMS":
· PsychBook CMS was written from the ground up to include easy to use features that make a therapist`s job easier.
At a single glance on the main screen, PsychBook CMS allows professionals to view:
· your schedule for the current day
· caseload numbers
· authorization status
· the number of client sessions
· clients without appointments
· to-do items
· and more!
· A LITTLE OR A LOT? YOU DECIDE - PsychBook allows professionals to use as many or as few as the features they desire. At the most basic level, PsychBook CMS is a capable scheduler and contact management solution. At the highest end, PsychBook can help manage documentation, progress notes, insurance information, and billing.
· CLIENT INFORMATION - The main tab of the client information window Managing client contact, insurance, and address information is essential for any mental health practice. PsychBook CMS is organized so that this information is readily available in one convenient location. Whether you`re contacting your clients or verifying information with an insurer, using PsychBook ensures that the information you need is at your fingertips.
· SCHEDULING - The PsychBook CMS scheduling window Session scheduling is a mandatory aspect of any capable client management tool. PsychBook helps in several ways. At a single glance to the main window, professionals can see their schedule for the day, including repeating or one-time meetings or special events. Additionally, the separate PsychBook scheduling window allows therapists to view their week-at-a-glance to get a bigger picture of availability and scheduling problems. Accidentally double-booked a session slot? PsychBook helps to avoid these embarrassing mistakes by clearly highlighting conflicting appointments. To make things even easier, PsychBook highlights those clients that have missed or who have no pending appointment scheduled; truly an easy way to keep on top of a caseload, stay in touch with clients, and prevent lost income from unbooked sessions.
· DOCUMENTATION - Like death and taxes, documentation from mental health care providers is an unavoidable responsibility. PsychBook attempts to take some of the sting from this reality through the elimination of repetitive tasks and an organized workflow. When creating a progress note for a client session, PsychBook CMS automatically inputs the default information and allows the easy selection of required information with just a few clicks of the mouse.
· To work well with other applications, PsychBook allows external documents to be linked to each client`s record. Using this feature, professionals can manage all of their client information in one organized and accessible place.
· HIPAA COMPLIANCE - PsychBook CMS provides a number of features to help ensure that the management of client information meets HIPAA standards. For starters, client files can be password protected in order to limit access from others who may be using your computer. PsychBook also uses US government-level file encryption to protect saved information. Unauthorized users attempting to view saved PsychBook information will find only meaningless data. To help even more, PsychBook provides the option to `jumble` client names on screen in order to protect the anonymity and privacy of clients (whether from another client or even the delivery man). These steps provide capable, secure record-keeping and ease the maintenance of client confidentiality and HIPAA compliance.
· PAPER & ELECTRONIC BILLING - The PsychBook CMS billing options windowPsychBook CMS provides billing of client sessions either through printing on standard CMS-1500 forms for mailing or by generating a digital file that can be transmitted to a clearinghouse for electronic processing and payment. Electronic billing is the wave of the future and PsychBook makes it easy: simply mark the sessions to be billed, select the billing command, and upload the file through a standard web browser. Not only is the process easy, but payments are often received in two weeks! PsychBook saves time and contributes to a healthy cash flow.
· MANAGE PAYMENTS AND OUTSTANDING BALANCES - The PsychBook CMS search results window with transaction summaryFar too often other practice management software allows outstanding sessions and co-payments to go unnoticed; that is until it`s too late. PsychBook CMS provides a straight-forward and flexible system for entering payments from both insurers and clients. For ease of reference, payments are automatically reflected in the outstanding amounts for each client. Additionally, PsychBook`s advanced search engine allows professionals to locate unpaid or denied sessions which can be easily billed in one batch. Missing or incomplete client co-payments can be found just as easily and multiple client invoices can be printed with just a few steps.
· UPFRONT COSTS - PsychBook CMS is free of the draining `maintenance` or monthly fees that many other client management software systems require. After the purchase of a PsychBook license, there are no mandatory charges; support, subscription, or otherwise. PsychBook upgrades, with additional or enhanced features, are available periodically at a fraction of the price competing products charge.
Limitations:
· Will not allow you to create more that two clients, create more than five sessions per client, and the word "Demo" will be watermarked on the documents printed from within the application.
· Additionally, electronic claim filing is disabled.
What`s New in This Release: [ read full changelog ]
· [fix] Trying to create an insurer policy for a client, when no default insurers have been entered, no longer crashes PsychBook.
· [fix] When there are no selected items in the warnings/notes list, the delete button now disables itself as it should.
· [fix] A meaningless message box that popped-up when saving an edited meeting, mistakenly introduced in the last version development, has been removed.
· [fix] Items without any payment, but written off, now display the correct write-off amount in the "financial" columns of the search results box (showed as "n/a" before).
· [new] In order to help with record-keeping and accounting, a new search-tab action "Export" is available to allow saving session or transaction search results to a tab-delimited file.
