guests taking notes at a therapy conference

How to Make the Most of Your Time at a Therapy Convention

Attending an industry convention can either be incredibly enlightening or a complete waste of time and money. Often, the outcome for an individual has little to do with the convention logistics and everything to do with how you take advantage of what’s there. So how can you make your convention experience worth it?

We have a few suggestions.

Analyze Your Business Needs Before Arriving at the Conference

If you’re a therapy clinic owner, your business is always evolving. It’s easy to get distracted by all of the offerings and information available at an industry event, but the reality is that only some of them will be relevant to you and the trajectory of your business. Thinking about what you need now will help you focus on your priorities as a convention attendee. 

One way to do this is to schedule 30 to 60 minutes about one week prior to the convention to look over your business processes. Think of it as zooming out and reviewing every process that happens in your clinic on a daily basis. Are there any areas that need improvement? If so, do you think this will involve outsourcing, or do you just need advice on how to improve internal systems? Answering these questions prior to being surrounded by experts and salespeople will allow you to clearly recognize what information you are there to gather and who might be able to help you do so.

Prioritize Your Time Using the Vendor List and Schedule

Most conventions will release a full list of exhibitors and presenters ahead of time. Make use of this by highlighting each talk you want to attend and each vendor you want to speak to; then, do some research on each one. 

Spend a few moments following the vendors you’d like to connect with on social media platforms prior to the day of the convention. This way, you’ll get live updates about any events or giveaways that could be money-saving for you. It’s all too common to think a presentation will be relevant to you and then find out after a few minutes that it’s not.

To avoid this dilemma, look into each presenter and the services they offer ahead of time. The same goes for vendors, because it’s quite easy to get distracted in a busy exhibitor hall. If there is a map available, you can even plan out the order in which you’ll visit the vendor booths.

If you think it will be tough to say no to heavy sales pushes in the moment, have a clear priority list in mind: include the services you require and the things you may only want if they’re affordable. Keeping a rough budget in mind for any new business services is also a good idea so you don’t overcommit and regret it later. By the same token, try to avoid being pulled in by “swag” and free offers that you don’t really need.

Ask Questions Before Presentations if Possible

Speakers will be bombarded with questions after a talk. If you’ve researched them ahead of time and read the synopsis of what they’ll be discussing, you should already have an idea of what you’re hoping to hear about. It’s often easier to grab a moment with a presenter in the ballroom or auditorium before their presentation begins.

This enables you to be efficient with your time and get your questions answered in a more natural environment, away from the crowds that gather when a talk ends.

Take Notes in a Format That Works for You

Know how you learn and remember best. Don’t fill a notebook with random details from each talk if you know you’ll never open it when you get back home. Many conventions will allow audio recording, so long as you’re not sharing publicly. It’s also smart to create a master list of resources, such as websites or tools that are suggested throughout the convention, because if you keep these in separate places you may lose or forget about them.

Attending a therapy convention can be a great way to build connections, learn from industry leaders, and scale your business. However, we believe in going in with a plan to get the most value from your investment.

The TheraPlan team will be attending the 2019 ASHA Convention for audiologists and speech-language pathologists in our hometown of Orlando this weekend: November 21-23. We’ll be there with our close business partners: EEP’s therapy billing experts, Clinic Connection’s credentialing team, and EligiPro’s Medicaid eligibility gurus. If you’ll be attending, we’d love to talk to you! Whether you’re a student, therapist, or clinic owner, stop by our exhibit to see how our services and advice could transform your business.

therapy billing agency office

3 Advantages of Using an EMR with Therapy Billing Expertise

If you’ve decided to migrate your therapy clinic’s documentation, scheduling, and other regular tasks to an electronic format, you have no doubt been faced with extensive choices. Server-based or web-based? With documentation templates or without? Therapy-specific or general? And how will it integrate with your billing process?

Yet, some of the most important elements of choosing an EMR are the also the most intangible: the things you wouldn’t think to search for, yet would love to have. Isn’t this true for nearly any company we decide to hire or whose services we want to use? We look for that “wow” factor, but can’t seem to identify what that really means.

While we believe TheraPlan’s software has quite a few astounding features, the truth is that our calling card is not something we can list on a brochure or compare to other EMRs on the market. That’s because it’s about our origins and a unique relationship we have with Edwards Electronic Processing (EEP), an experienced Florida therapy billing agency. 

Why should you care about this as a therapy clinic owner? Here are three reasons that using an EMR with close ties to a therapy billing agency could change the way you do business for the better.

1. You’ll be ahead of the curve when it comes to industry changes.
The therapy world is constantly changing. So many facets of daily clinic operations depend on your location, disciplines, insurance vs. Medicaid mix, and the population you serve. Staying on top of these changes is not just an option, either; it’s an absolute must in order to avoid the potentially expensive consequences of an insurance or state audit. Our goal is to make compliance as easy as possible for your entire team.

Some EMRs won’t be able to keep up with the shifting regulations. However, with TheraPlan you get adaptable software that is built upon policies specific to therapists in Florida. Everything from state Medicaid requirements to Early Steps program guidelines are just everyday office fodder for us. Because we talk to the therapy billing specialists at EEP often and make important changes to TheraPlan with their guidance, our clients can count on having an EMR that reflects what’s happening in the industry at any given time. 

2. Customer service is based on more than just technical support.
Sure, it’s helpful to have technical issues resolved quickly, but that doesn’t cover the scope of what a knowledgeable EMR staff could help you with. Why go to multiple sources to learn how to complete documentation with billing stipulations in mind?

When you call TheraPlan’s support desk, you aren’t just getting in contact with one company’s worth of resources. We often consult with the EEP staff and can direct you to a credible source for anything you need above and beyond how to use our system. While we won’t be advising your therapists on the more complex questions in the moment, we know exactly where to send them for the right answers. In addition, we have numerous video tutorials and PDF guides housed inside our application to help. 

To us and our billing agency partners, customer service is much more than just fixing a quick issue. We believe in providing you and every member of your team with solutions: methods that can carry over to more than one patient, and more than one document.

3. Complicated claims become a lot easier to manage when your EMR is built around the data that insurance companies need.
Whether you have in-house staff taking care of billing or you outsource to EEP or another billing agency, having the most thorough documentation possible makes their job so much easier. With standard claims, all the required data for an evaluation, re-evaluation or a treatment, is readily available and in a logical place. Appeals or follow-up phone calls are simple when you can log in to TheraPlan (from anywhere, any time) and verify demographic details and more.

We take pride in the strength of our business relationships. In addition to being in close partnership with EEP, we have other industry professionals, such as the credentialing experts at Clinic Connection, on hand as resources for all our clients. We’re confident you’ll benefit from these ties as a TheraPlan user. Instead of getting one specialized service, you’re connecting to a network of companies that serve the various needs of therapy clinics.

If you want to know more about how our software is developed with ongoing input from EEP’s 25 years of billing experience, schedule a demo. You’ll get a private tour of TheraPlan’s unique features and how they can make your practice more efficient.

Therapy clinic admin staff

How to Find and Keep Reliable Administrative Staff for Your Therapy Practice

Finding reliable help for your therapy clinic may feel impossible. If you’ve experienced a high turnover rate with administrative staff, you’re not alone. In our experience, this is an unfortunate, yet common issue facing therapy clinics, regardless of size. However, all is not lost. With a bit of careful planning and straightforward hiring protocol, you can make solid connections and create a team of loyal, long-term employees.

Hire Admins Who Know Therapy

No matter the discipline, working in a therapy office can be more complex than some might expect. If you’re hiring people who are familiar with other segments of health care, you should expect that they may not be prepared to work in the therapy world. Other types of medical offices are likely to have had quite different procedures and clientele. 

On the other hand, if you’ve been hiring admins, coders, or billers who do claim to have previously worked in a therapy office, it’s best not to assume they’ll jump right in with no help. After all, your practice and systems are unique.

Observe an Applicant’s Demeanor

Regardless of background, we recommend testing out how potential applicants interact with everyone else in your office. How do they take direction? Are they engaged and asking questions? Do they seem to fit right in with your company culture? 

There will be nuances involved in how front desk staff interact with patients, particularly if you serve a special needs community. If the applicant is not warm and cordial with therapists or other colleagues, it’s a red flag that they may not be likely to treat patients with the level of care you expect.

In addition, tread carefully if someone other than you is making the final decision to hire someone new. What’s been their track record of new hire selection? If you feel you have a better sense of whom to bring on board, you should make sure to set up second interviews or at least meet the applicants prior to approving any staff member’s decision. In a nutshell, trust your gut as the clinic owner!

Offer Dedicated Training for In-House Staff

Once you’ve decided to bring someone onto your team, we highly suggest requiring at least two weeks of dedicated training. This can be tough if you don’t have the luxury of turnaround time, but the inconvenience of being short-staffed for a while has fewer consequences than throwing a novice into a job they’re not prepared for. You’ll be glad you spent the time and money to train new staff instead of making up for potentially serious mistakes later. All administrative staff will learn more about the industry over time, but the basics are essential from day one so they feel comfortable with their basic knowledge. 

At TheraPlan, we’ve worked with many an admin team, so we have a good idea of what’s usually missing from their knowledge base. As a result, we recommend including the following components in your training program, at a minimum: 

  • Definitions of common terms (co-pay, co-insurance, deductible)
  • New patient intake process at your clinic
  • Commercial insurance 101
  • Medicaid and Medicare overview (if necessary)
  • CPT codes for relevant disciplines
  • HIPAA compliance for admins 
  • Your clinic-specific processes

The Effects of Hiring Wisely

Once you’ve implemented the hiring practices above, you’ll start to see the positive effects on every other area of your practice. Thorough screening of applicants and effective training result in fewer worries about HIPAA compliance, a more efficient credentialing process, and less risk for your business overall. 

Need to consult with an expert about how to hire more quality help for your therapy practice? Along with our experienced partner billing agency, we offer consulting for clinics of all sizes. Contact us today.

Therapist completing EMR documentation

Why It’s Important to Systemize Your Therapy Treatment Documentation

As a therapist, you may feel like you’re drowning in documentation. You often have to finish up treatment notes and evaluations from home after a long day. If you’re completing them piecemeal — a bit at a time all day or all week long — you’re not going to be as efficient or accurate as you would if you had a regimented method. 

We’re fans of the flexibility that therapist life offers, but we also believe in creating predictable order when it comes to your professional processes. Following best practices in this area can save you time, protect you from issues that arise in an audit, and allow you to manage a full caseload while devoting your energy to quality time with your patients. Instead of letting documentation frazzle or exhaust you, we suggest systemizing.

What Does Systemizing Documentation Look Like?

First of all, it means creating habits around each documentation type. One example is to complete treatment notes at the same time of day (a free lunch hour or just after dinner) every work day. Another is to always fill in the fields on an evaluation or reevaluation in the same order. Presumably this way, you won’t forget any. Tasks that become habits are those you can stick with long-term.

Think ahead by reviewing patient charts, making a note of which patients have upcoming reevaluations far in advance (30 days) of the plan of care end date, and scheduling those appointments well before said date. Bonus: when you engage in this practice regardless of your clinic’s policies, you set an example for fellow therapists and show your clinic owner that you’re conscientious.

Systemizing also looks like anticipating any holes in your documentation. Especially if you have a supervisor, send an explanation via email before they need to sign the document. Perhaps it’s a new goal you’ve added to a plan of care that may not be aligned with previous goals. Thinking ahead of your supervisor could prevent a delay and a lot of unnecessary time spent on back-and-forth communication should they need you to clarify something. In this case, you’d be better safe than sorry.

Advantages of Doing All Documentation the Same Way

In most cases in life, routine leaves little room for error. Therapy documentation is no exception. You’re less likely to forget to complete something, or compromise on quality, if you do it the same way every time. Even though every insurance company and state provider has different standards, none of them will have a problem with you being overly thorough with the way you fill things out.

Billing delays also won’t be on you when you’re taking a bit of extra time on the front end to be detail-oriented. As long as your billing is being done the right away, you should get paid faster than you would if you had to make corrections or took too long to sign documents. When you maintain continuity of care for each patient, your claims are more likely to be submitted and paid on time.

Trust us…you’ll also be your clinic owner/admin/supervisor’s best friend if you follow our advice! Or at the very least, you’ll build a solid relationship because they know you’re trustworthy and care about the details. Systemizing on your part, at the patient touch point, makes everyone else’s job easier.

How Using TheraPlan Can Help Standardize Therapy Documentation

We believe so strongly in completing documentation in an orderly fashion that we built easy, organized templates into our web-based EMR. Not only can you complete a treatment note in under five minutes* with our application, but it’ll be difficult to make mistakes because you can see what you filled in last time! TheraPlan is here to support systems for therapists like you because we know how hectic your job can be! Check out all the features of our EMR here.

Like our advice? Share this post with fellow therapists who need a bit of organizational inspiration.


*After approximately three weeks of training inside TheraPlan, our average therapist completes a treatment note in five minutes or less.

6 Hidden Benefits of Using a Web-Based EMR

6 Hidden Benefits of Using a Web-Based EMR

At TheraPlan, we believe in building electronic solutions for every therapy clinic’s needs. One of the primary ways to take your clinic from disorganization to efficiency is to use an EMR. More specifically, a web-based EMR is ideal for many reasons. Getting away from paper-based records in general is a smart idea in our opinion, but we know that not all EMRs are created equal.

You may already realize the more obvious arguments for accessing your documentation, schedule, payroll, and more from any device via a web browser. It can be incredibly convenient, more secure than facility-based storage, and simple to communicate with colleagues. 

However, there are also unexpected advantages to adopting a web-based system over server-based software. Our team has compiled six benefits you may not have thought of: 

  1. Implementation costs can be significantly reduced. Instead of having to worry about upgrading your computers and network or installing an on-site server, you can transition to a web-based EMR quickly and at relatively low cost. As long as you and your team have browsers and a secure internet connection, you’ll be able to onboard to electronic records without much hassle. This is especially advantageous for any home-based therapists, since they won’t have to carry around any new hardware when they’re out in the field.
  2. The ability to pull reports for billing saves you and your admin team time. Most EMRs have report functionality, and having reports accessible online for billing purposes can drastically increase efficiency in your therapy practice. If you take care of billing in-house, your staff will be able to simply log in to your EMR from any device and pull updated reports or export new ones whenever necessary. Billing agencies, like our partner company, also love the convenience of web-based records. When they need details about a treatment or evaluation, or even demographic data for a patient, the agency staff won’t need to call your office. You can simply provide them with secure login credentials for your chosen EMR so they can perform this research themselves. Without the wait time required for back-and-forth communication, you’ll likely notice that the average length of time in which your claims are processed or appealed will shorten. 
  3. It’s possible to keep an up-to-date live waiting list as your practice grows. Some EMRs, such as TheraPlan, allow patients to be placed in categories such as inactive, active, or pending. This is much more useful than a paper waiting list, as every person who views your patient list will know the current status of each patient. Not only does this lessen the frustration of remembering to update a physical list, but can facilitate quick communication with patients who inquire about when they’ll be able to schedule an appointment.
  4. Holding your staff accountable is easy with accurate, accessible records available any time, anywhere. When you can track minute-by-minute edits on documents and see time-stamped signatures, there is no question as to who did what and when. Although oversight may not be your favorite task as a clinic owner, it’s sometimes necessary to review a specific record. On a daily basis, you can also use the history feature of a web-based EMR to see how quickly your therapists are completing documentation. Whether you use it to hold staff to company policies or decide when caseloads have reached an overwhelming level, this data is crucial for business growth.
  5. Standardizing technology across your clinic will no longer be an issue. Since backups and updates are taken care of, your providers can simply use whatever hardware they prefer, as long as it allows access to an internet browser. While you can still recommend certain hardware, you could completely avoid the expense of providing it for all your therapists. This is a huge money-saving benefit. 
  6. You’ll receive outside user tutorials and technical support at the click of a button. The best EMRs will predict the problems or confusion users could experience and provide resources to help. Within TheraPlan, video tutorials and PDF guides are found in our Help & Forms section. We also have a help desk manned with technical support specialists five days a week. We believe this reduces the amount of technical questions your admin staff will receive, thus allowing them to spend their time on other important tasks.

TheraPlan is your source for all info relevant to your therapy practice: patients, treatments, credentials, and more from anywhere you want to access it. Sign up for a demo today to experience both the obvious and not-so-obvious benefits of web-based technology in your clinic.

How to Set Up Internal Audit Procedures to Maintain Your Therapy Clinic’s Compliance

Following legal guidelines is an essential part of running any type of business, but is especially crucial in the therapy field. Though therapy clinic regulations may not be as intense as those for traditional medical specialties, maintaining compliance can still be quite complex. In fact, this is one of the most intimidating factors of starting a therapy clinic, and can be the downfall of a fully operational clinic if audit procedures are not in place.

Since our EMR was built specifically to make it easy for users to comply with HIPAA and Florida CMS guidelines, we understand the ins and outs of audit-proofing your clinic’s protocol and documentation.

To begin establishing internal audit procedures, you’ll first need to thoroughly understand the components of compliance as they relate to therapy clinics. These can vary depending upon the mix of insurance coverage amongst your patients (i.e. the portion of Medicaid patients vs. commercial carrier patients you see). However, some components are true across the board. Here are five key ideas to keep in mind:

  1. Medical necessity. This is an element that many in the therapy world omit from the compliance conversation. However, it’s essential that your documentation reflects the honorable nature of any treatment your therapists provide to patients. According to, including a statement asserting that the therapist believes treatment is medically necessary “supports approval” of a Medicaid or Medicare claim. Therefore, if your office treats patients covered by either public health insurance program, we suggest requiring the medical necessity statement on all documentation that leaves your practice. In our 25+ years of experience with medical billing, we’ve discovered the importance of this verification for the efficiency of approvals, payments, and ultimately, for your patients’ continuity of care. That’s why we’ve included medical necessity checkboxes on all our therapy documentation templates.
  2. Signature and documentation requirements. Hand in hand with the above recommendation, CMS requires that all treatment notes and evaluations be completed and signed within 48 hours of the therapy session. This is both to ensure that the therapist hasn’t forgotten what transpired and can accurately document a patient’s progress, but also for the security of the patient’s records. The time frame of completion is difficult to regulate using paper documentation. With an EMR that locks and time stamps each document, though, any audit personnel will have assurance that you have complied with this rule.
  3. HIPAA. As you should already know, HIPAA is perhaps the most important factor in compliance, as it has been federal law since 1996. Especially if your clinic is growing, it’s imperative to create a mandatory HIPAA training protocol for each new hire. Asking them to sign a statement that they understand HIPAA law does not protect you from potential loss in the event of a violation, no matter how unintentional. It’s a heavy responsibility to ensure that your therapists and admin staff fully comprehend the intricacies of HIPAA and how to comply with everyday office procedures. Yet, it’s absolutely worth your time and effort to close any holes in knowledge that could jeopardize your practice altogether.
  4. Coding and billing. Two of the most significant components in compliance involve the way you keep your business afloat: by submitting and getting paid for the therapy treatments you’ve provided. Thorough documentation is fundamental to a smooth billing process, as are precise units of time. Next is accurate coding. If you rely upon your staff to code treatments in-house, it’s wise to make sure that at least two pairs of eyes fall upon each outgoing evaluation or SOAP note. Completing this manually can increase the room for error, however. When you use TheraPlan, it’s easy for each user to see which CPT codes they’ve filled in on the patient’s most recent document and use a pre-filled dropdown to select the correct code for their specialty. Whether you complete billing yourself or outsource it to an experienced agency, honest and timely billing processes also fall under the umbrella of compliance. 
  5. Miscellaneous administrative factors. These include secure communication with patients, confidentiality, and fair hiring practices. The details may vary based on your practice size and the number of staff you have available to help, but prioritizing organization in all facets of your clinic operations is a good place to start.

If you’ve integrated all of the above factors into your clinic’s procedures, the next step is being able to prove it. In the event of an audit, you’ll most likely be questioned about your protocol for communicating and maintaining compliance in your clinic. Keeping a record of the way you and your staff address each and every requirement can seem overwhelming, but it’s simply a matter of creating a system. Much like you have created a system for payroll, accounting, and other elements of business ownership, this is truly no different. 

As a tech company, we believe in electronic management of internal compliance efforts. Whether you use shared online spreadsheets that track each person’s access and changes or an EMR like TheraPlan, which automatically records each user’s actions within the software, you should find a method you’re comfortable with to track every person who has interacted with documentation and patient records. That way, there’s no doubt as to what has happened in the event of an audit or alleged HIPAA violation. 

Ultimately, compliance is about integrity. Keeping in mind what’s fair and required for all parties, regardless of the amount of effort involved, will protect you in the event of an audit.

Check out TheraPlan’s security-focused software to discover the ways our EMR can simplify this process for you and your staff. 

*Disclaimer: We do not recommend using this blog as your only source of information regarding compliance. Please thoroughly research the regulations that apply to your state and range of specialties prior to preparing your clinic for future audits.

Theraplan note

Therapist Life: The Importance of Keeping an Open Line of Communication with Your Clinic’s Admin Team

When you got your first job as a therapist, you may have realized there’s a lot more to the role than just seeing patients. Sure, your impact on those in need of therapy may be the most important part, but there are lots of other moving pieces that make a clinic run well. A lot of that depends on you! From completing documentation thoroughly and on time to managing a packed schedule, you do much more than interact with patients.

In our opinion, the most critical element of efficiency in a therapy clinic is communication: between therapists and patients, but more importantly, between therapists and administrative staff. Your position in this communication equation is critical. At TheraPlan, we’re all about making your job easy and efficient. Having watched clinics of all sizes deal with internal confusion and conflict over the years, we’ve come up with a few suggestions to avoid such roadblocks. 

We highly recommend you build a solid relationship with your clinic’s admin staff, whether you work in the clinic every day or you’re a home-based therapist who just calls in for specific requests now and then. Here are a few reminders about the significance of the professional connection you have with your admins:

  • Admins are often the ones who follow up on billing claims and ensuring that you get paid! Your income is dependent upon the speed and accuracy with which claims are submitted and tracked. If admins are responsible for this, you’ll want to ensure that you keep an open line of communication with them and do your part to make this as easy as possible for them. 
  • They can act as patient liaisons for important tasks like scheduling. Seemingly simple tasks, like getting patients to confirm or commit to appointment times, can feel the most overwhelming. If your week is packed and you can’t seem to find time to reach out to patients you need to hear from, why not enlist the help of your admin team? Depending on your clinic’s protocol for scheduling, this could be a great way to ease your daily workload.
  • In order for all of the above to be possible, you should set the tone for communication early on. We suggest doing this in the following ways:
    • Answer emails and provide them with anything they request (i.e. credentialing requirements) ASAP. Remember: admins are the link between you and your clinic owner! Having a ‘paper trail’ is important if you ever encounter a miscommunication.
    • Give them plenty of notice when you need a favor. Your front desk staff is likely swamped, so it may be unreasonable to expect they can provide a quick turnaround.
    • Ask questions so as not to appear demanding. Everyone likes to feel they are being helpful. So presenting your needs as a question can be a great tool. For example, saying “I’m having trouble verifying this patient’s insurance. Would you be able to help me?” is better than “I need you to verify this patient’s insurance for me.” If you don’t know your admins on a personal level, this is all the more important. 
    • Use TheraPlan’s message center for quick communication about patient arrivals, rescheduled appointments, paperwork needs, and more. We believe in straightforward and simple communication so much that we built it into our EMR. Instead of having to send internal email for every little thing, you can stay inside our application and just shoot a message to a fellow user. They’ll get a notification no matter where they are working inside TheraPlan, or upon logging in the next time.

Every professional environment can benefit from conscientious communication, but especially a therapy clinic. Due to the nature of your work, it’s possible to go days without seeing your colleagues face-to-face or spending significant time with them. Being proactive using the above tips can help set a precedent for other therapists and show your admin team that you appreciate all they do to make your job possible. 

Think your peers could benefit from our advice? Share this post on Facebook.


7 Ways to Improve Your Therapy Clinic's Communication with Primary Care Providers

7 Ways to Improve Your Therapy Clinic’s Communication with Primary Care Providers

It may be the most frustrating, but also the most necessary, job your therapy clinic is responsible for: communicating with your patients’ primary care providers (PCPs). Relying on another office (that may not run as efficiently as yours) to return crucial documents on time is just not fun. We get it! When a PCP doesn’t sign a patient’s plan of care (POC) within the given window, or their admin staff simply doesn’t get it back to you on time, it can be a detriment to your patient’s continuity of care and your billing process (and not in a good way).

Hope is not lost, however. Instead of simply accepting the resulting inefficiencies as the way it has to be forever, consider that there are some things you can do to smooth the communication on your end. Following are seven essential tips for making your most dreaded communication-related tasks a lot simpler: 

  • Keep good records so you don’t have to go searching for anything. We suggest electronic ones, of course. No matter who is digging for information – whether it’s you as the owner, one of your office admins, or a therapist – there should be one reliable place they can all look for crucial data. This can be achieved with paper files, but only until someone accidentally misplaces that all-important intake form or proof of insurance. That won’t happen when you store critical info in an EMR.
  • Train your therapists to complete documentation on time. As you know, failing to have an evaluation/POC signed by a doctor in a reasonable amount of time can lead to putting patients on hold. This negatively impacts insurance claim processing time, which means you and your therapists are waiting even longer than you already do to receive payment! A good way to reduce this risk is to require that therapists complete all documents within 48 hours after treatment, ensuring that your clinic won’t be responsible for any delays in processing paperwork. TheraPlan’s dashboard Open Encounters tile can make this easy. Any unfinished treatment notes or evaluations will be immediately visible upon logging in, so there’s no way therapists will forget about them. 
  • Get ahead of reevaluation deadlines. In addition to finishing and submitting reevaluation documentation to the PCP on time, it’s a good idea to have therapists complete them as early as possible. We suggest 30 days in advance of the previous plan of care’s expiration. That way, there’s no pressure if PCPs take a bit too long to be signed and sent back. More importantly, there won’t be even a short period of time in which a patient can’t be treated due to a pending plan of care (POC). 
  • Keep all intake forms and doctor’s contact info in the patient’s chart. We cannot stress enough the importance of creating systems for maintaining centralized records in your clinic. It’s critical that every person who will come in contact with patient charts understands the protocol you have established. Whether you have a large office or no clinic and only home-based therapists, keeping documents in one place is possible and easy with a web-based EMR.
  • Set up email encryption and connect your email client to TheraPlan. Secure, HIPAA-compliant communication is non-negotiable in the therapy industry. Yet, trying to monitor this as a clinic owner can become stressful and risky. We recommend that all our clinic owners set up a HIPAA-compliant email service of their choice, then simply connect the email client to TheraPlan in order to send patients records safely and conveniently with the click of a button from inside our EMR.
  • Use TheraPlan’s new TheraFax feature. Send documents to a doctor’s office or insurance company right from your EMR, and receive their replies from within our software. We anticipate that this integrated faxing service will double your clinic’s efficiency when it comes to sending POCs to all of the PCPs with whom your clinic needs to communicate.
  • Network with the doctors in your community. A personal connection can go a long way. When a PCP or their admin staff recognize the name of a clinic on an incoming fax or email, they will be likely to prioritize it. Not only will networking increase your referrals, but you’ll find that communication is much more comfortable if you know the doctor personally, especially when you need to call their office with a concern or request.

There are quite a few steps you can take to improve your clinic’s administrative efficiency regarding communication with primary care providers. The best side effect of paying attention to the above advice is less stress for you! 

This issue is such a priority for us that we built it into our software. Try sending your emails and faxes directly from TheraPlan and see for yourself what a difference this makes for your clinic. Click here to speak to our team about adding TheraFax to your account.

Three Ways to Keep Pediatric Therapy Patients on Track During Back-to-School

If your therapy clinic treats mostly pediatric patients, chances are your business is seasonal. You may have noticed that your busiest or slowest times coincide with the changes in an average student’s schedule. Because of this correlation, back-to-school season (August or September) tends to be either overwhelmingly busy or a time when your therapists get a well-deserved break. At this time of year, parents can be bogged down in the new routine and not ready to commit to regular therapy appointments, or instead want to dive into the new school year head-first and fill up your calendar last-minute.

Not only do your therapists need regular work, but we’re guessing that many of your patients shouldn’t go too long without treatment. The difference between a successful or stressful back-to-school period for your employees and patients alike is thoughtful anticipation. We recommend training your therapists to be conscientious about this trend each year and take some small steps to prioritize the flow of appointments.

Below are our top three suggestions for how to make smooth scheduling achievable at this potentially volatile time of year.

  1. Talk to parents to encourage consistent scheduling in late summer and leading up to the start of school. Hinting at the upcoming school year in a laid-back manner can simply keep it top of mind for them. To gently nudge families towards scheduling therapy appointments well in advance, you can put up casual signs in your waiting room or offer your therapists incentives for getting patients who have an ongoing need to commit to school-year slots during July or August. Most parents will appreciate an offhand reminder that they need to consider when they’ll have time to bring their child in once school begins. 
  2. Remind families that your calendar will fill up in the fall to encourage early commitment to time slots. If you have a large clinic with an admin staff, build future appointment discussions into your check-in procedure. There are several ways to do this without relying on your front desk staff to remember. For example, add a yes-or-no column to your sign-in sheet asking if patients plan to continue with regular appointments after school starts, or whether they will require a change in appointment time by a certain date. Then, follow up with just those patients who said yes via templated emails or an automated email service. Another approach is to suggest that therapists put up a wall calendar in their treatment rooms showing color-coded slots (taken vs. available) for the next two months. Even just this visual reminder puts a bit of pressure on parents to without being too pushy.
  3. If a patient’s appointment time will be changing, use TheraPlan’s scheduler to hold those slots in advance. Some patients may be adjusting their regular appointment times (from morning to afternoon, for example) at the start of the fall semester. To do so, you can simply enter a single or recurring appointment for the desired date and time and include a note in the new appointment box, such as ‘Will Confirm on {date}.’ This way, any of your staff who hover over that appointment will see that it is not yet confirmed but will know to touch base with the appropriate therapist before booking anyone else at that time.

Once you’ve gotten most of your patients to acknowledge how they’ll be proceeding with appointments at this transitional time of year, don’t neglect to keep up with the reminders! One of the best ways to interact with busy parents is to show up in front of them on a regular basis and make communication convenient. 

TheraPlan’s SMS appointment reminders are the perfect way to do that. The best part is that you don’t have to manage and send these yourself. If you use the calendar feature within our EMR, text reminders will integrate with your schedule and be sent automatically to the patients you select 24 hours prior to their appointment. To see firsthand how this feature can reduce your clinic’s no-shows, schedule a demo with us today.

Why Efficient Credentialing is Essential to Your Therapy Clinic’s Revenue

As a therapy clinic owner, you are no stranger to administrative tasks. However, there is a hierarchy of need when it comes to these responsibilities. Some tasks, such as scheduling, can be quite easy to hand over to an admin team or manage with the help of an EMR like TheraPlan, while others are a bit more sensitive. We would argue that one of the most critical things you apply your time and attention to at your clinic is keeping up with credentialing for your therapists. 

Becoming credentialed with an insurance provider is no small feat. Whether you are dealing with Medicare, Medicaid, or any commercial carrier, the process often involves spending hours on the phone (during your precious work day) and even more hours gathering the necessary paperwork. Long story short, credentialing for the rolling list of therapists on your payroll can become quite the nightmare.

While therapists are technically responsible for their own credentials, it’s no secret that they rely on clinic owners like you to keep up with the necessary steps. After all, knowingly submitting claims without credentials can backfire on your entire operation, not just on the individual therapist. If your therapists are providing services to patients and billing an insurance company with whom they are not properly credentialed, there will eventually be consequences, not the least of which is your potential loss of revenue! 

In order to keep cash flowing and allow for no break in therapy for your patients, it’s wise to create an organized plan and adhere to consistent guidelines when it comes to credentialing.

Here are a few things the TheraPlan team suggests for making your credentials record-keeping process more efficient:

  • Communicate openly with new hires. Creating transparency with any new therapists who join your team is essential to maintaining their credentials. Encourage new hires to be up-front about their current standing with each insurance, and ask for demographic data (such as social security number and NPI) right away to avoid any delay when it comes time to renew credentials. It’s a good idea to create a comprehensive calendar for all of your therapists that shows any upcoming expirations in one place.
  • Because each insurance credential differently, take notes on the specifics of each in a central location accessible to future admin staff. In each therapist’s file, be sure to note the date and time of every phone call or other interaction you’ve had with insurances and ask for the name of every representative.
  • Build a monthly process that makes sense for your clinic. If there are other tasks you complete on a regular basis, schedule the credentialing tasks in advance to the best of your ability. Rather than trying to fit it in when you have ‘free time’ and finding yourself stressed by deadlines or facing delays in billing, make applying for and maintaining credentials a top priority. For example, if you always complete payroll at a particular time of the week or month, build in some tasks related to credentialing so it doesn’t build up into a more daunting job.

Even after implementing these efficiencies, the paper trail will inevitably become too much to manage. That’s why we created a specific web-based place for these types of important records to live. Inside TheraPlan’s User Maintenance section, which is accessible to clinic owners and admin staff, there is an accordion labeled Credentials. Here, you can store all the essential demographic data you’ll need to refer to for each employee. Find out more about the administrative benefits of using our EMR here.

The benefits of maximizing efficiency and staying up to date with credentialing requirements are many. If you’re dedicated to keeping up with this building block of therapy clinic administration, you can minimize therapist turnover and create a solid, long-term relationship with your qualified staff. Your business revenue won’t suffer due to missing documentation. Perhaps most importantly, the community of patients you serve won’t experience any gaps in care.