TherapyNotes Features

Ensures that your staff and existing systems support your business needs, requirements, and patients

Supports or provides built-in billing and invoicing functionality, taking care of specialty-specific requirements

Protects patient data and facilitates the creation and tiering of user credentials when accessing data

Supports and/or automates the daily tasks and responsibilities of a mental health practice

Helps mental health practices adhere to relevant codes and industry regulations

Processes and manages insurance claims and policies. Integrates with patient billing

Allows patients to request or schedule appointments online. Supports the unique scheduling needs of mental health practices

Provides patients with a self-service, online portal for them to access e-prescriptions, notes, etc. Provides physicians and mental health care professionals a way to communicate with and notify patients

Ensures that mental health practice operations adhere to and meet HIPAA regulations, to protect, audit, and secure sensitive data

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Administer and track medication inventory, schedules, dosage, and side-effects

Track and manage schedules and meetings via an integrated calendar

Track employee schedules, availability, and performance across projects and tasks

Store, manage, and track all electronic documents in a centralized location

Process of submitting and following up on claims with insurance companies

Create, save, and re-purpose templates for emails, forms, etc.

Protect sensitive data for digital privacy

Ensures e-prescribing database and certifications remain up-to-date via market and industry research

Allows the set up of custom or common alerts to notify physicians and pharmacists of potential prescription issues

Ensures that patient and medication critera is met to facilitate quick and accurate authorization of medication

Allows for the storage, access and viewing, and tracking of patient notes, charts, and assessments

Provides note templates that align with mental health specialty practices

Facilitates communication and data share between outside systems, specialties, laboratories, and practices

Centralizes the storage of and maintenance of documentation and forms including: assessments, evaluations, treatment plans, progress notes, and clinical documentation

Create and securely store digital patient records

Pre-designed layouts that can be customized to match preferences and requirements

Ensures compliance with HIPAA and other health care regulations via encryption and security

Provides and/or updates e-prescription certification of providers

Tracks and provides history of medication history data of the pharmacy

Supports and tracks the electronic prescribing of controlled substances and drugs

Tracks and provides history of medication history data of the patient

Compliant w/ EPCS (Electronic Prescriptions for Controlled Substances) regulations as set by the DEA (Drug Enforcement Administration)

Enables medical providers and/or patients to electronically cancel prescriptions

Connects e-prescribing database with pharmacies

Supports integration of e-prescribing database to existing EHRs

Supports connection of EHR and pharmacy inventory management software to laboratory database

Set up connections to third-party platforms to improve business processes

Allows medical professionals from any department to access and update patient health information

Allows medical professionals from other health systems access patient health information

Generates reports that provides insight into the clinical and financial health of a practice, as well as ensures that a practice adheres to Meaningful Use initiatives

Simplifies charting and patient documentation tasks

Access software remotely via mobile devices

Information, data and reports that are being tracked over time

Designed for primary care doctors/facilities.

Designed for urgent care/emergency facilities.

Any form of examination or diagnosis performed for the purpose of medical treatment.

Electronically, securely stores patient records

Facilitates streamlined sharing of patient data via seamless integration with relevant third-party medical software

Tracks and monitors the movement of patients through the health care practice or system

Provide integration with third-party telehealth applications

Process of submitting and following up on claims with insurance companies

Manage product specific documents in a categorized order

Monitor sales and make necessary adjustment in order to increase demand and revenue

Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details

Store, manage, and track all electronic documents in a centralized location

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Administer and track medication inventory, schedules, dosage, and side-effects

Create, manage and track all task activities and progression

Manage the treatment plan and coordination between care providers and patients with special health care needs

Track and manage schedules and meetings via an integrated calendar

Manage and track all internal and external communication conducted via calls, email, text, or chat

Prescribing, renewing, and keeping a record of the medicines given to an individual or animal

Track and manage inventory levels to maintain proper supply

Store, manage and track all forms in a centralized location

Support for uploading and retaining image files in the cemetery records database

Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more

Activities related to the initial admission of a charge into the organization's care

Manage various aspects of appointments including booking, rescheduling, canceling

Submit and track requests for laboratory tests

Configure existing workflows to meet your organization's needs

Determine clinically appropriate and cost-effective medications and therapies for patients

Create and securely store digital patient records

Securely transfer, access, exchange, integrate or use data with different providers or systems

Track and manage adherence to policies for any service, product, process, or supplier

Ability to record, store, update, and retrieve information

Create, save, and re-purpose templates for emails, forms, etc.

Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.

Log and store the source of contacts/leads

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Designed for pain management practices & departments

Define a process for transferring calls/tickets to management

Monitor wait time and abandonment for incoming requests that have not been routed

Care of patients who are admitted and stay in the hospital overnight

Utilizes telecommunications technology to provide providers and patients with two-way communication.

Ensures that the telemedicine solutions works even when internet is slow or network is poor.

Facilitates the integration between telemedicine platform and existing EHR.

Set up connections to third-party platforms to improve business processes

Provides health care organizations with the option to brand their telemedicine platform with practice-specific branding.

Supports the needs and requirements of specialty practices.

Generates or provides practioners with the tools to create clinical documentation post-meeting.

For practices with multiple providers

Ensures that the telemedicine platform adheres and complies with HIPAA regulations.

Ensures that the telemedicine platform adheres and complies with state-specific telehealth regulations.

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Conduct intake assessments to determine patient health status, medical history, conditions, etc.

Access software remotely via mobile devices

Provide online therapy to patients/clients through secure video sessions

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Automated reminders and confirmations for booked appointments and events via text or email

Alter the layout and content of reports

For mental health professionals providing therapy to multiple patients at the same time

Schedule appointments via a calendar

Compliant with HIPAA, which sets standards for sensitive patient data protection

Receive lab results electronically

Transmit prescriptions to pharmacies electronically

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Create treatment plans that document interventions and outcomes to track patient progress

Digitally sign online documents

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

For mental health professionals that specialize in substance abuse therapy/programs

Tool to assess patient's current status, provide a score, interpret results & risk categorization of patients

Tools to help therapists document, record, and recall patient encounters

Application programming interface that allows for integration with other systems/databases

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Exchange messages in a secure and encrypted manner

Electronically collect payments for goods or services

Use AI to generate content in the form of text, images, videos, etc.

Communicate using direct chat or messages within the system

View and track pertinent metrics to find patterns and gain insights from data

Accept, record, and reconcile financial transactions

Send messages via SMS

Detailed log and record of financial earnings & costs.

Meet with patients remotely

Set up connections to third-party platforms to improve business processes

Manage and support multiple locations

Track and report regulatory data to either internal management or external stakeholders

Electronic storage of stakeholder contact information

Reporting on how each user, task or process has advanced since its initiation

Create and send email blasts/campaigns

Automatically generates E/M codes based on information collected during patient charting

Patients can register for appointments in advance online

Book meetings and appointments through a website or digital platform

Track employee schedules, availability, and performance across projects and tasks

Enables medical providers and/or patients to electronically renew existing prescriptions

Communicate using messages within the system

Reminders sent via SMS/text message

Electronic storage of drug information such as name, brand, appearance, etc.

Plan availability and assign specific time slots for tasks and resources

Monitor sales and make necessary adjustment in order to increase demand and revenue

Access the system via a mobile application

Compliant with HIPAA, which sets standards for sensitive patient data protection

Define levels of authorization for access to specific files or systems

Manage various aspects of appointments including booking, rescheduling, canceling

Process of submitting and following up on claims with insurance companies

Accept, record, and reconcile financial transactions

Track and manage schedules and meetings via an integrated calendar

Allows medical providers and/or customers to request previously filled prescriptions online

Use AI to generate content in the form of text, images, videos, etc.

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Alerts/warnings for potential allergies or interactions triggered by medications

Compliant with healthcare rules and regulations around the world

Search and filter data across systems to locate required information by entering keywords or certain criteria

Application programming interface that allows for integration with other systems/databases

Determine clinically appropriate and cost-effective medications and therapies for patients

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Ability to pull patient coverage information electronically to streamline prior authorization requests for medications, therapies, etc.

Ability to record, store, update, and retrieve information

Real-time pricing data for products, services, etc.

Pre-designed layouts that can be customized to match preferences and requirements

Predict future data based on historical data sets

Online portal where patients can access information such as health records, treatment plants, etc.

Track and manage inventory levels to maintain proper supply

A record of all activities within the system, including user access, changes made, etc.

Store, manage, and track all electronic documents in a centralized location

Create, manage and track all task activities and progression

Digitally sign online documents

Create, design and manage workflows for repetitive tasks

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Manage and support multiple locations

Manage updates to member's immunization records and track individual allergies

Intended for medical use such as diagnosis, treatment, and consultation

Reporting completed by clinicians that summarizes health/medical diagnoses

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Import and export data to and from software applications

Create, manage, and send invoices or bills to customers

Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details

Prescribing, renewing, and keeping a record of the medicines given to an individual or animal

Systematic evaluation of various aspects of a project or service to prevent defects or issues

Software specialized for anesthesiologists

Process of gathering, measuring, and analyzing accurate data

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Store patient data as structured data elements including laboratory tests, patient demographics, patient risk stratification.

Use AI to generate content in the form of text, images, videos, etc.

Manage the intricacies of ICD-10 cataloging and ensure clinic compliance

The manual entry of case events (e.g., case times, drug administrations) and the automatic transcription of data from patient monitors.

Allows integration with Electronic Medical Records (EMR) and Electronic Health Records (EHR) systems

Sample files or documents that could be customized as needed or used as is

Allow communication between the company and patients via messages, SMS, emails, phone, and more

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Track and report regulatory data to either internal management or external stakeholders

Pre-designed layouts that can be customized to match preferences and requirements

Customize contracts and forms to collect specific information

Manage and support multiple locations

Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking

Application programming interface that allows for integration with other systems/databases

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Transmit prescriptions to pharmacies electronically

Create, manage, and send invoices or bills to customers

Certified for healthcare IT products based on the results from ONC-ATL

Log and store the source of contacts/leads

Clean up of claims prior to their submission and validating to determine claims are appropriate and accurate

Electronically collect payments for goods or services

Checking eligibility of patients for different insurance claims

Automatically generates E/M codes based on information collected during patient charting

Standards for electronic health records (EHR) outlining how clinical patient data should be exchanged

Ability to chat online in real time

Compliant with HIPAA, which sets standards for sensitive patient data protection

Create treatment plans that document interventions and outcomes to track patient progress

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Online portal where patients can access information such as health records, treatment plants, etc.

Intended to be used by cardiologists

Timed notification for any upcoming task, deadline, appointment, or activity

Alter the layout and content of reports

Schedule appointments via a calendar

Set up connections to third-party platforms to improve business processes

Allows medical providers to integrate with remote devices of many kinds in order to monitor patients.

Patients can register for appointments in advance online

Tools that provide relevant information at specific times to support judgments and courses of action

Customizable notes that help healthcare professionals document and track patient progress

Software specialized for dermatologists

Import and export data to and from software applications

Receive lab results electronically

Meet with patients remotely

Manage billing and payments for a healthcare provider

View and track pertinent metrics to find patterns and gain insights from data

A record of all activities within the system, including user access, changes made, etc.

Find and verify prescription medications by color, shape or imprint

Record and organize clinical notes and progress notes for each patient after interaction with a physician

To scribe and interpret the written words received from online or offline inputs

Visual representations or pictures of objects, structures, or internal body parts, often for diagnostic or analytical purposes

Public or private sharing of digital files such as documents, audio/video, images, and more

Book and manage patient appointments and follow-ups

Manage updates to member's immunization records and track individual allergies

Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries

Tool to assess patient's current status, provide a score, interpret results & risk categorization of patients

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Conduct intake assessments to determine patient health status, medical history, conditions, etc.

Track family medical history to diagnose existing/new conditions and diseases.

Highlight content and/or make notations about parts of content

Reporting completed by clinicians that summarizes health/medical diagnoses

Growth charts consist of a series of percentile curves that illustrate the distribution of selected body measurements in children

Create tailored assessments that test for specific relevant skills

Allows medical providers to engage patients in a variety of ways to ensure their health.

Transfer of data from one computer system to another

For family practices

Access to patient medication history data

For mental health professionals that specialize in substance abuse therapy/programs

For mental/behavioral health specialties such as psychiatry, therapy/counseling, substance abuse, etc.

Automated reminders and confirmations for booked appointments and events via text or email

Alerts/warnings for potential allergies or interactions triggered by medications

Access the system via a mobile application

Tools to help therapists document, record, and recall patient encounters

Digitally sign online documents

For mental health professionals providing therapy to multiple patients at the same time

Designed for Neurologists

Train your system to interpret and transcribe voice messages

Hardware components included as part of the software system

For obstetrics and gynecology (OB/GYN) practices

Render images of the body for diagnostic and treatment purposes

Educational and medical resources that are delivered to patients online

Allows medical providers to conduct surveys with their patients remotely to gauge a patient's health.

Observing and tracking a patient's health status, condition, and wellbeing

Track and manage the scheduling of tasks

For medical practices that specialize in the diagnosis and treatment of eye disorders

Method of writing out notes in patient's charts (subjective, objective, assessment, and plan)

Representation of any object in 3D

Specialized software for Orthopedic practices

Ability to integrate with picture archiving and communication system to store diagnostic imaging files.

Ability to pull patient coverage information electronically to streamline prior authorization requests for medications, therapies, etc.

Tools for the systematic analysis of various types of data or statistics

Track and measure patient's vitals

Intended to be used by podiatrists

Records of patients' medical history

Use AI to convert voice into text automatically

Access and track notes regarding case activities and updates within case files

Online portal through which end users can access the system, manage tasks, or obtain information

Define levels of authorization for access to specific files or systems

Addition of necessary external data, applications, tools, or features

Plan availability and assign specific time slots for tasks and resources

Must serve psychiatrists/psychiatric practices

Check-in and out via a mobile device or kiosk

Pre-formatted documents and forms for Urgent Care processes.

Electronic signing method that validates the authenticity and integrity of a digital document

Laboratory test results

Accept, record, and reconcile financial transactions

Protect sensitive data for digital privacy

Electronic storage of drug information such as name, brand, appearance, etc.

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Intended to be used by urologists.

Provides a channel for team members to share media files, communicate, and work together

SaaS, web-based, online deployment

Pre-designed layouts that can be customized to match preferences and requirements

Manage and track all internal and external communication conducted via calls, email, text, or chat

Store and organize documents in a centralized system

Online portal through which end users can access the system, manage tasks, or obtain information

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and manage adherence to policies for any service, product, process, or supplier

Intended for medical use such as diagnosis, treatment, and consultation

Schedule appointments via a calendar

Use your computer as a phone device to make calls over the internet

Communicate using direct chat or messages within the system

Timed notification for any upcoming task, deadline, appointment, or activity

Ability to record, store, update, and retrieve information

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Securely stores data to prevent data loss or breaches

Remotely create and access treatment plans tailored to individual patients based on symptoms

Gauge satisfaction and receive information for improvement and success

Customize contracts and forms to collect specific information

Connect with meeting participants remotely over video

Manage various aspects of appointments including booking, rescheduling, canceling

Manage and support multiple locations

Notifications via mobile devices

Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more

Create, manage, and send invoices or bills to customers

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Use AI to generate content in the form of text, images, videos, etc.

Application programming interface that allows for integration with other systems/databases

Reminders sent via email

Automated reminders and confirmations for booked appointments and events via text or email

Create new forms and/or use ready-made online form templates

Process of submitting and following up on claims with insurance companies

Public or private sharing of digital files such as documents, audio/video, images, and more

Electronically collect payments for goods or services

Track and manage schedules and meetings via an integrated calendar

Accept, record, and reconcile financial transactions

Send personal messages to clients or attendees

Compliant with HIPAA, which sets standards for sensitive patient data protection

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Ability to chat online in real time

Observe and track the demand, usage, progress or quality of a system, product, or user

Private online space that lets businesses securely share documents and provide information access to clients

Manage billing and payments for a healthcare provider

Create, design and manage workflows for repetitive tasks

Plan availability and assign specific time slots for tasks and resources

Monitor wait time and abandonment for incoming requests that have not been routed

Access software remotely via mobile devices

Transmit prescriptions to pharmacies electronically

Presenter can see and hear participants and vice versa

Store, manage, and track all electronic documents in a centralized location

Create, design and manage workflows for repetitive tasks

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more

Securely stores data to prevent data loss or breaches

Alter the layout and content of dashboards

Use AI to generate content in the form of text, images, videos, etc.

Plan availability and assign specific time slots for tasks and resources

Store and view prior invoices for each account/client

Compliant with HIPAA, which sets standards for sensitive patient data protection

Electronically collect payments for goods or services

Online forms for managing client intake

Process of automatically notifying clients when payments fail to ensure invoices are paid

Ability to record, store, update, and retrieve information

Timed notification for any upcoming task, deadline, appointment, or activity

Accept and process credit card transactions

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Store, manage, and track all electronic documents in a centralized location

Transmit prescriptions to pharmacies electronically

Document insurance payer providing an explanation of benefits (EOB).

Ability to integrate with picture archiving and communication system to store diagnostic imaging files.

Pre-designed layouts that can be customized to match preferences and requirements

Information, data and reports that are being tracked over time

Track and report regulatory data to either internal management or external stakeholders

Create, manage, and send invoices or bills to customers

Process of submitting and following up on claims with insurance companies

Import and export data to and from software applications

Ability to chat online in real time

Assigning monetary value to patients' accounts as per medical codes and appropriate fee schedule

Plan, manage, and track the financial activities of an individual or organization

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Clean up of claims prior to their submission and validating to determine claims are appropriate and accurate

Generate quotes or estimates for customers

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alter the layout and content of reports

Application programming interface that allows for integration with other systems/databases

Online portal through which end users can access the system, manage tasks, or obtain information

Active reporting of data and metrics

Manage various aspects of appointments including booking, rescheduling, canceling

Checking eligibility of patients for different insurance claims

Receive data and information in real time

Store, manage and track all forms in a centralized location

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Monitor sales and make necessary adjustment in order to increase demand and revenue

Manage and support multiple locations

Tracking, managing, and initiating the transfer of funds for overdue customer payments

A collection of customer information such as contact details, demographics, previous interactions, etc.

Track and manage schedules and meetings via an integrated calendar