How TheraPlan Was Built on Feedback from Therapists Like You

When our founder, Stephen Edwards, set out to design TheraPlan, he didn’t have all the answers. In fact, he had nothing but questions: All the questions that therapists, therapy clinic owners, and his own billing agency staff had come up with throughout the years while using other therapy EMRs.  

Why can’t an EMR make it faster to document my daily progress notes and evaluations? 

Can using an EMR allow me to cut down on how often I have to communicate with admins? 

How come I can’t track authorizations inside my EMR? 

Why am I spending so much time clearing up confusion about payroll? 

When will there be an EMR with truly helpful technical support? 

Do I have to be a coding expert to understand which CPT codes I need to use? 

Can an EMR be just as effective for community-based therapists? 

Starting with questions like these turned out to be the critical factor in building a valuable software application for the therapy community. Inherent in these questions, Steve heard a need for an intuitive system that wouldn’t just provide a place to house documents or keep track of patients’ demographic details. The solution was going to be a full-service resource for therapy practices. 

Yet, he didn’t have all the answers.  

Even with 25 years of healthcare administration and therapy billing experience, Steve knew that he needed to look beyond his own ideas to build what the therapy community truly needed. 

That’s why he consulted with therapists working in various disciplines: speech, occupational, physical, ABA, and EI, to build all the elements of our software. He didn’t just ask “What do you need?”, but also “What do you want an EMR to look like and feel like?”  

These therapists became our sounding board, a panel of experts who provided us with ongoing feedback as we developed our 

audit-guided documentation templates,  

goal transfer process for evaluations and plans of care,  

appointment management functions, 

and more. 

Long hours of research, discussion, and investigation resulted in many of the answers we sought. From these, we derived our application’s mobile responsiveness, dashboard and accordion technology, calendar interface, and more. Questions remain, though, which is the exciting part of developing an EMR. There is always more to learn! 

We continue to grow with each new software release, but more importantly, with each question or concern that comes through to our support desk. We never assume that we’re done learning about what therapists really want and need.  

We know that your job can look different every day. Our goal is to exercise the same flexibility that’s required of you, so that we stay agile and serve you best. 

Since day one, TheraPlan has evolved based on the experiences of real therapists. This process will continue. When you become a TheraPlan user, you join our panel of advisers. Every question you present to us will be added to our archive of round table topics for future development.  

Check out more about our story here.
Dashboard-Centric EMR

4 Advantages of a Dashboard-Centric EMR

In a world dominated by mobile apps, in which few daily tasks require more than a series of clicks, we feel EMRs should be no exception. Medical professionals may need to keep accurate and insurance-approved records, but that doesn’t mean the interface for doing so has to look dry and boring! A modern, aesthetically pleasing dashboard makes the most common functions of an EMR feel less cumbersome, and at the same time provides one-click accessibility. We designed TheraPlan around these principles, ensuring that our dashboard-centric EMR and landing page would provide numerous advantages to our users, including:    
  1. Quick access to patients’ charts and contact info: Upon logging in to TheraPlan, the first thing you’ll notice on the dashboard is a Patient List. Search for a particular patient, or review your entire caseload at any given time, without having to navigate to the Patient Information section of the application. If you’re a therapist on wheels, accessing the dashboard from your mobile device allows you to call the patient’s main contact phone number in just a couple clicks!
  1. Scheduling at your fingertips: If you’re using TheraPlan for scheduling appointments, our dashboard brings those to your attention right away. See your daily, weekly, or monthly schedule at a glance, and even check in patients straight from the scheduler tile. No outside apps or calendars necessary!
  1. Inter-company messaging: We all know that emails get lost in inboxes, and text messages sometimes get overlooked. When you need to communicate with your team of therapists or admin staff, simply log in to TheraPlan and send an instant message straight from our message center.
  1. An at-a-glance summary of unsigned documents: Forgot which notes you left unfinished? See them all in one place every time you log in. With this addition to the TheraPlan dashboard serving as your ongoing task list, it’s impossible to end up with incomplete documentation!
  A dashboard-centric EMR provides immeasurable advantages. TheraPlan’s unique brand of dashboard technology allows therapists to complete daily responsibilities with minimal effort: to work smart, not hard!   If you’re interested in seeing our dashboard for yourself, schedule a demo. We’re happy to show you how TheraPlan can simplify your work life.
therapy treatment documentation

Lose the Binder! How an EMR Can Save Therapists from a Paper Trail Nightmare

When it comes to therapy treatment documentation and medical records, we know how complicated things can feel. Not only do you have insurance and HIPAA regulations to follow, but you must consider the standards and procedures determined by your supervisor or clinic owner. This can become a heavy burden if you’re trying to manage without technology on your side. Paper records are time-consuming and cumbersome. Whether you are a speech, physical, occupational, behavioral, or Early Intervention provider, there are concrete benefits to adopting an EMR. Read on to find out what we see as the most compelling reasons to consider the big switch.  
  • Tracking everything is easier. If you’re accustomed to sifting through papers or scanned documents to review a patient’s visit history, electronic records will give you a fresh take on this process. A comprehensive EMR will show you previous daily progress notes, make goal creation easier, and incorporate scheduling features so that you can easily get a picture of any particular patient’s interaction with your practice. Imagine never having to flip through stacks of paper or call your admin team to unearth an authorization form or locate a patient’s contact info. This is possible when using an EMR!
  • Efficiency will be your middle name. As with many parts of modern life, the medical world is moving towards automation. Transferring your patients’ records to a technological platform is the first step in adopting this forward-thinking mindset and, in turn, becoming the most effective therapist possible. Efficiently documenting therapy treatments and evaluations through a convenient online platform will save you time and ease your stress.
  • Web-based medical records are with you wherever you go. Medical records software has advanced tremendously in recent years. Now, rather than being tethered to a desktop, therapists and clinic owners can be on the go and still get work done! A web-based EMR is the next generation of EMR software, and one of the best tools for making the administrative part of your job less of a burden.
  If you’re ready to leave the binder behind, explore how TheraPlan was built just for therapists and refer your clinic owner to our blog about the administrative advantages of using an EMR.
Therapy practice emr

The Top 3 Reasons Your Therapy Practice Needs an EMR

Have you been holding out with your office full of filing cabinets as many medical offices transition to EMR systems? If your therapists still have to complete documentation in their own way, and your office staff is overworked, adopting a therapy practice EMR may be the way to go. Below, we outline three reasons to consider the big transition from paper to electronic medical records.  
  • Your therapists will spend less time documenting. An overworked therapist is an inefficient, ineffective therapist! If you want your clinic to be known for providing the best quality care, it’s wise to do whatever you can to make sure therapists are fully dedicated when they are treating patients. One way to do this is to take away the burden of complicated documentation. Between assessments, plans of care, and SOAP notes, your therapists are required to do quite a bit of paperwork to get paid for an evaluation or treatment. With the right EMR, therapists can spend just a few minutes documenting each encounter with a patient because all necessary information is on hand, in one place. Instead of managing their own individual methods of writing daily progress notes and having to search for assessments, therapists simply refer to the EMR for all tasks and relevant information.
  • There will be less room for inaccuracies. Having your schedule, patient charts, authorizations, and other facets of documentation readily available simplifies all administrative and therapist duties. Should your practice ever go through an insurance audit, paper-based records can be a nightmare. EMRs standardize processes and records, which allows you to focus on growing your practice and providing the best quality medical care possible.
  • An EMR frees up your office staff. Your admins have so much on their plate already. Sifting through stacks of paper shouldn’t be one of their primary duties! Front office staff will thank you for saving them the hours of time they used to dedicate to searching for authorizations, finding CPT codes, and contacting community-based therapists. Get the most out of every dollar you pay your staff by transitioning to an EMR.
  While it can be an intimidating move, deciding to use a therapy practice EMR can revolutionize the way you run your practice. To find out more about what an EMR can do for you, read about TheraPlan’s features.