Dr. Jeremy Sharp (01:19)
Hey folks, welcome back to the Testing Psychologist Podcast. Glad to be here with you and glad to be reviewing another EHR today. Yeah, so I’ve been on a little bit more of a renewed EHR review kick here lately. I’ve done a couple over the last couple of months. It’s been really fun. I love technology and software and love digging in and trying to figure out if there are other EHR platforms out there that could be helpful to testing psychologists outside of you know, the standards. And as you all know, Therapy Notes is a sponsor of the podcast. I love Therapy Notes, and we continue to stick with Therapy Notes because I think it is still the best fit for our practice and for many practices. And I know that many of you are looking for additional options.
So today I am reviewing an EHR called Practice Better. Practice Better is another one of those EHRs that is geared toward a wide range of practitioners. So wellness practitioners, nutrition coaches, massage therapists, medical providers, that kind of thing. not a full-on medical EHR necessarily, but those medical adjacent, you know, ancillary healthcare professionals, in addition to mental health care practitioners, of course.
All right, so as usual, if you are listening to the audio version, I’d encourage you to go over and check out the YouTube version as well because you get the full video rundown and get to see what I’m looking at and what I’m commenting on. I try to be pretty descriptive here on the audio so you get a decent idea of what I’m looking at, but of course the video will fill in all those gaps. All right, so Practice Better, a little bit of a summary here. lots of good things about Practice Better. it’s got integration with Claim MD if you’re filing insurance.
It’s got great onboarding support and kind of self-guided tutorials for onboarding. It’s got autosave functionality on the notes. it’s got robust reporting for your practice. But there are also some things that you might consider downsides. So you know, the the workflow is a little bit segmented and you know, disjointed in my mind. some of the interface elements are a little bit counterintuitive.
Some things you have to manually save, whereas others are auto-save. And this is I draw a lot of parallels between Practice Better and Intake Q or Practice Q, in that there is a ton of customization and a lot of settings that you can work through. And for some folks, that’s great. And for other folks, not so great if you want something super simple. So that’s a quick summary. check out the rest of the episode to get the full in-depth approach. Now
Let’s see what’s going on right now in the testing psychologist world. crafted practice registration has closed as of I think a couple of weeks ago. so getting excited about that. Really looking forward to seeing all those folks in about a month here in Colorado for our in-person business retreat. If you missed it this year, that’s totally fine. This happens every summer here in Colorado, and you’re welcome to get on the wait list for next time.
What is happening though? Let’s see, enrollment is opening for CRAFT, which is my ongoing membership coaching community just for testing folks. So enrollment opens in January and late June or July every year. This is where I do all my coaching these days. So there’s no way to get access to one-on-one coaching or group coaching outside of the membership community. I think it’s priced pretty competitively, especially the the essentials tier.
You can get in for $49 a month. There’s access to a pretty, pretty robust resource vault and live calls twice a month where we do QA for the first hour and then we focus on a quarterly topic or focus for the second hour. Past quarterly topics have included financial foundations and report writing. So if you’re looking for some support, ongoing support and accountability without a ton of overwhelm.
of information and appointments and webinars and you know courses and that sort of thing. this is deliberately pared down and pretty simple to make it more manageable. If that sounds interesting, you can go to the testingpsychologist dot com slash joincraft and get all the details and get on the wait list and be notified when enrollment starts here in I think it’ll just be a couple days if my calendar is correct.
All right, so let’s jump to my review of Practice Better.
Dr. Jeremy Sharp (05:52)
Alright, folks, I am back with another EHR review. Today I’m reviewing Practice Better. Practice Better is a relatively newer EHR on the scene. It is designed for all kinds of wellness practitioners, so not necessarily a psychologist or certainly testing specific, just to know that right out of the gate. Now, with all the EHR reviews that I do, my philosophy here is that I am going in as a new user.
trying to find my way around the software and really evaluating for a couple things. One, what is the user friendliness right out of gate? And two, how is this EHR gonna be helpful for a testing practice or not helpful for a testing practice? So, with that in mind, if you are listening via audio, audio only, I would encourage you to go check out the YouTube video so you can see the visuals of this EHR, of course. But
I do try to explain everything that I’m doing in pretty good detail so that you can get a good sense via audio, but the video is definitely going to give you the full picture. So here we are, practice better. this is a screen that you see immediately after signing up for a free trial. So as you can see, it says select the plan that’s right for you, and this just gives her different tiers. Now it starts with a launch plan, which is $35 a month. You get a one practitioner, 10 clients.
the web and mobile app and you get scheduling, telehealth, billing and payments, secure messaging, client portal, form and note templates, and some integrations. Okay, great. I like this. You can click view full plans and it gives a nice robust comparison of all the plans. but from the launch package or the starter package then you go up to professional and plus
Which is their recommended tier for whatever that’s worth, and then team. So I’m gonna go ahead, you can get started with any of these for free. And you can look at the different feature lists. There’s a nice little comparison and then a nice chart below that compares all the the features between the plans. right out of the gate, this is interesting. So I appreciate having different features, but four tiers seems like a lot. I’m sure there was some rationale for them to offer both a professional and a plus.
plan in this middle section, middle tier, but seems like a lot. I would want like a three-tier product system. Either way, I’m gonna go for the team option, which is for those who are scaling. This is the only option on the plan list that gets you more than one practitioner. You can add up to 200 practitioners and it gives you things like team scheduling and internal team chat and things like that. So I’m gonna go ahead and hit get started for free.
Alright, and now it gives you a summary of the trial. We’re gonna do two practitioners. and it’s making you enter a credit card. Says you’re not gonna be billed until your free trial ends. Okay, that’s fine. I don’t I don’t love this. I I don’t love putting in a credit card, because it means this is a free trial that I’m going to have to.
actively cancel, but that’s what we have to do sometimes. So I’m going to go ahead and put in the card info and then I’ll be right back with you.
Dr. Jeremy Sharp (09:02)
Alright, folks, we are back. I’ve entered my credit card info, and we’ll have to remember to cancel that. So let’s see. This is what you see when you enter your credit card info. Alright. Reminds you you got a 30-day free trial, and on this date, you will be charged. I like that there’s an automatic next step. It’s one of my worst nightmares, is when you sign up for a new software, you log in, and there is just nothing. So guide me somewhere.
Here we go. I’m going to set up my profile. All right. So my practice is here. we’ll put this information in. This is your website.
I am a psychologist? Ooh. There’s no option just for psychologists. So I guess I’m a mental health professional. And it gives you the option to define any other kind of Okay, here we go. So I can choose psychologist as a subtype or other designation. And it looks like it’s going to
Tag me. Okay, so this is already like a little bit more of a medical looking EHR. Not in a bad way, but ⁓ I think you will see what I mean if you are watching the video.
Okay, how did you hear about us? I think I just Googled. We’ll say online search and I am switching from another platform. Do they have therapy notes in here? Yes, they do. So who knows what? This is probably just for information gathering and CRM. Alright, I have gosh. I mean two well we’re gonna say two hundred plus clients. It says how many clients are you actively seeing?
Which is interesting. And we’ll use practice better as a solo practitioner with a team. Definitely with a team. All right. We have finished setting up our profile. And now we’re gonna add our first client. I love that it rolls into this. So I’m gonna name this client first name and last name. This client’s email address is first name at gmail.com, and we definitely want to invite them to join.
better. You know what I’m gonna do actually is put in because I wanna see what this looks like. So I’m gonna put in my
TTP email. If you don’t know this trick, you can add ⁓ plus anything to your email address and it will register as a new email, but still go to your email inbox. Alright, I’m gonna add this client. Ooh, I like this. It gave a little celebratory confetti on the screen, and now it gives a next steps. Alright, complete basic info, book a session.
Create a task, a reminder, create an invoice, create a protocol, and add another client. All right, let’s complete some basic information for this client. Really like this. love that you can specify pronouns. So we’re in the client information screen here. There’s a preferred name. You can do date of birth. We’ll just do August 1st of, well, I don’t want 2023. ⁓ let’s do this because to make this client a minor.
Relationship status, they are signal, single. this is a man or a boy. Okay. You could do a referred by, gives an account number, contact info, let’s see.
Right. Hmm.
Reminders are not supported for this number. Okay, that’s a good reminder. It does do time zone support if that’s something that you care about. That is interesting. You can put the client’s time zone. So I’ll just go ahead and choose mountain time. Alright, secondary contact. You know, let’s do this because this is a parent. So we’ll just say mother, last name, and
Okay, great. Mailing address, we’re not gonna put that in. ⁓ does this save automatically? No, you have to save up here. These are these little user experience issues that always wanna always wanna check out. Alright, so cool. we’ve entered our client info. This catches my eye, this messenger thing down here. So looks like this is just a general messaging box for your clients. We don’t have any of that right now, so
Alright, I don’t know what this plus button is. Let’s click this plus button. Ooh, add an insurance policy, add a healthcare provider, add an emergency contact. Got this. Alright, ⁓ nice. Let’s not do well, let’s test an insurance policy. So we’ll say the parent is the policy holder. We’ll just call ⁓ this anthem, payer ID. Gosh, I can’t remember.
Payer ID. Maybe I will enter optimum instead and do
I can’t remember that payer ID either. Let’s look it up quickly.
- My gosh, I should know that right off the top of my head, but I forgot. Okay. And
Alright, see, I just want to enter this information and you know see if it’ll let us like kind of mock submit an insurance claim. Okay, great. We got a secondary contact. back down to the plus button. Add a healthcare provider, add emergency contact. We’re not gonna do that stuff. ⁓ we got basic information, medical history, diet, and lifestyle. This is all under the client, you know, individual client tab. Measurements and vitals. See, this is ⁓ again like
There’s a labs button, journals. This is where you can tell it’s a more it’s a broader EHR, right? and ⁓ a lot of this will not be relevant for us. Medical history might be relevant. It’s got you know a lot of basic information about medication and family history and things like that. let’s look at billing and payments right now. Yeah, even using terms like gross volume to note the client’s charges.
feels more medical. let’s see, protocols. What are protocols? These are nutritional protocols and so forth. Forms and waivers, that seems like it could be relevant. Let’s go ahead and send them a form.
okay, so it says search by name.
Alright, I’m trying to search intake form. Nothing is up.
Where are my forms? I don’t know. Maybe there are no built-in forms. I can’t. Yeah, no forms are popping up here, so we may have to create them. Labs, journals, tasks, documents. Okay. I’m gonna go back home. And yeah, I’m kind of bummed. I maybe. Let’s see. Is it this little hat up here? I’m I’m looking for that.
⁓ checklist, that to-do list that popped up in the beginning. now there is a checklist up here, but it’s not the same one. So not sure where that went. But anyway, there is some more onboarding here. So it says get ready to see clients within an hour using our setup wizard or schedule a setup call. So you can do more robust onboarding if you would like. Alright, let’s just go through this checklist and see what happens.
If you want invite your team, okay, so this is a practice admin that would give you full access as an administrative person. That’s cool. We’re not gonna do that. Let’s go to prepare to see clients. It says there are four. Okay, so managed billing, set up billing preferences.
Choose whether payments go directly to your business or to individual practitioners. Okay, I kinda like this. So this is, you know, getting at are your is this well, are you paying your people individually or managed? Alright, so we’re gonna do managed, and that just says process payments using my payment processor. Payment notification or payment confirmations, notify team member or notify me, the team owner. this is interesting. So I’m gonna choose team owner.
And then you get to specify a default invoice header. Interesting. So this is the first EHR that I’ve seen offer this feature right off the bat. You can tell that it was built for practitioners who or pri practices that may have like a lot of 1099s or you know folks who are getting paid directly versus all the payments going practice. All right, so we got our billing. Okay. they integrate with Claim MD.
To submit insurance claims and get paid directly. I really like that. ⁓ I you know, I can’t do this integration right now, obviously, but Claim MD, really well known clearinghouse and ⁓ pretty robust. So I’m I’m happy to see that it integrates with Claim MD. And set up payment processing. All right, so we could set up payment processing directly through practice better.
And let’s see, ⁓ I was hoping it might give us more information about like rates and so forth, but it did not. Okay, so are we still on prepare to see clients? Yes. So we’re not gonna be able to to do all that right now. So let’s go ahead to build your practice. All right, tell you okay, so this is ⁓ still on the setup menu, the the walkthrough wizard. ⁓ tell us about your practice. All right, name, tagline, business number. We’ll go ahead and put that in.
And business number type. Interesting. this is an an EIN. Okay, so we could put that in. practice. Here we go.
The email. ⁓ and there’s the phone number. Okay. I just was moving too quickly. Make this my default location and allow my clients to book in-person sessions at this location. We’ll definitely do that. All right, customize your branding. This is cool. You can put your logo. You can choose primary colors and secondary colors. I like this. I mean, I’m a sucker for these little UI nuances. And I like that you can set your colors and upload your logo. We’re not going to do that, but I like that you can do it.
Okay, customize your PDF documents. is it eco-friendly? This is funny. They give you the options for eco-friendly, which is black and white, easy printing, or vibrant, which uses your practice’s brand colors. You can choose where your logo goes, and it’s given a little preview over here of what your documents might look like. I like this. Just little personalizations. Okay, now we have forms. Add form templates. Okay.
Great, intake questionnaire. I like this. We are going to add that.
Okay, great. We have added an intake questionnaire. We are going to add an assumption of risk and release of liability as well. Let’s see what this looks like. Okay, so this is kind of built in. let’s see. Yeah, I mean it’s a template. this may not be exactly relevant for us. It’s kind of like an informed consent or you know, disclosure form.
I’m gonna add it just to give us a couple forms to mess with, but this is something that you would want to customize. And ⁓
It looks like we can do that somewhere else. Alright, now we’re gonna continue to our team setup. Alright, and this is where again it wants us to add other, you know, other people. Alright. So I’m gonna click through this and okay, create your team booking page. This is cool. We’re just still working through the setup wizard. give it a label, we’ll just say internal booking page.
And see you know, titles so online scheduling. All right, so I just said, you know, Colorado Center for Assessment, online scheduling.
Typing in some information here. The welcome message, you can specify a welcome message. You can do product descriptions. This you know might be helpful if you are want describe the services. yeah, and it gives you so for example, if you were to offer like an intake appointment, you could describe, you know, this two-hour session is when we ask a lot of questions and learn as much as we can about you. So you can put descriptions for the services.
And then you can do I like this, a redirect URL where after someone books the appointment, it’ll take them to a thank you page or a Facebook page or like a lead magnet. And now under advanced settings, you can choose whether this service is your default bookings page. Can you book on behalf of family members? hide the practitioner list or limit in-person setting sessions. Okay, great.
Alright, now we are adding service templates. So I’m gonna go ahead and just add an initial consultation. And maybe that’s it. Then we’ll do the rest in custom templates or custom services. Okay, connect your calendar. This is good. Connect your Google Calendar to sync your availability. You can also apparently you can do a workaround if you use Apple Calendar.
We don’t want to do that anyway because iCloud and Apple Calendar are not HIPAA compliant. So you can sync with Google Calendar. I’m not gonna do that right now, but you could, which I like. Love a good two-way sync. So this is okay, now it’s giving us the option to set our availability. And this is cool. So you can set availability for specific services. So this is really getting more into ⁓ I would say like
you know, calendly or acuity kind of territory, like those more scheduling specific softwares, which I actually I enjoy. So, you know, you can set ⁓ slots it looks like for for intakes. So let’s just say I mean I do all of my intakes on Mondays. So I’m gonna say Mondays from nine to eleven and you can make it recurring
weekly I’m gonna do every two weeks and repeats on Mondays. Okay, you can select all the days of the week you want it to repeat on. Okay, that’s I actually really like this.
Actually really like this. So then you could also set up presumably a slot for your other services like like ⁓ testing or feedback appointments. So this could be really good if you are trying to move to like a self scheduling or kind of an automated practice situation.
Right, updated my availability. This is great. Okay, it takes you directly to setting up telehealth after that. It uses Zoom. I wish there were more integrations here. I don’t love Zoom these days, but we’re gonna skip that. managed billing, we did that.
Did insurance and payments. Okay, so we’re gonna finish. So I think we’ve worked through all of the you know the the factors, the the onboarding steps that we can. So I’m gonna close out this onboarding menu. it gives us our little setup wizard over here on the left-hand side, in case we want to revisit that, which I like. again, I love a good setup wizard. There’s an onboarding guide here.
Dr. Jeremy Sharp (24:17)
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Dr. Jeremy Sharp (25:22)
Okay, looks like there are, you know, this is their kind of help center. Right, so some videos, some instructional materials. Okay, this is cool. So just r okay, right off the bat, finally get into the the actual UI of the software here. I like it’s got, you know, my clients, my schedule, my practice, and templates right up at the top. Got some icons for search, messaging, presumably.
let’s see notifications, settings, which we will absolutely look at in just a moment. Resource center, and then help center. Okay. Okay. So separate research center and help center. right off the bat though, I don’t know. I don’t love this dashboard. So I wanna yep, here we go. Now this is okay. This is good user interface right here, folks. So
If you’re just listening and even if you’re watching, you could tell. So I said, I don’t like this dashboard. I want to and my mouse moved to a button that I intuitively assumed was dashboard settings. Lo and behold, it is dashboard settings. So you can customize your dashboard. you can looks like let’s see, looks like you can move things around. I don’t know.
I don’t know that you can actually delete these. I want I kind of want to delete them. Let’s see if you can delete them. Yeah, here we go. I’m removing the widget for the ⁓ practice better blog. Really don’t care about the blog. Okay, so you can customize this dashboard. you know, I would maybe pick you know booking requests, tasks, and I don’t know what else I might want. Let’s see if there are of course.
This UI is great. So button here, add widget to dashboard. That’s exactly what I thought it should be. the only widgets it looks like are still there are pending invoices and recent labs. Neither of those are super relevant. So you can also make a new dashboard if you would like.
Okay, so that’s the that’s the home screen here. So I’m gonna go to calendar and just work, go through a workflow. Actually, I take that back, folks. I am going to go through settings and try to set up the practice here. So lots of settings. They are organized nicely into profile, preferences, personalization.
Team subscription login, etc. So my profile. all right. This is your is it the practitioner or is it the practice? It is the practitioner. Gives all it’s interesting, it gives you places to enter all your social handles. So my services.
This is good. ⁓ doesn’t look like you can add services in the practitioner screen.
So maybe we have to do that in the practice settings. My programs, ⁓ this yeah, these are like fixed date programs, company profile.
Which is the business info, billing, reports.
Let’s see. it does do payment plans. I enjoy that a lot. So anything that will consolidate the the payments or the sorry the software that you have to use. Right now we use a separate software for payment plans. you can do coupons, you can do super bills, and then claims. So we’ll get there. reports. gosh. So there are a lot of reports here that you can that you can run.
It’s got scheduling reports like session history, no shows cancellations. It’s got billings, so like payment history, accounts receivable, transaction statements, scheduled revenue, kinda like this. let’s see here, pending and completed forms.
form response summary. I like that. So this means you know as people answer questions on your forms, you can aggregate that data and get a report. Unsigned and incomplete notes. Program enrollment comparison. Okay, there’s yeah, there are a lot of nice reports here. I like this. only problem is I’m not sure how to get back to settings. So that’s a little UI issue. Okay. So we were under my profile.
And walking through
No documents.
Faxes, labs, forms, and waivers. Okay, this is practitioner specific. So let’s go back. Locations, company profile. Okay. You can do notification preferences, bookings and cancellations. Let’s try that. Okay. There are so many settings here, y’all, for bookings and cancellations. this reminds me of intake Q.
except better organized. There are just a lot of settings that you can that you can change here. I can’t even begin to to summarize the the settings here. So that is a little bit of an issue, right? ⁓ like I would want to let’s just ⁓ narrow this down a little bit. I want to figure out how do I create services.
I thought maybe that would be under bookings and cancellations, but I didn’t see it immediately. Let me go back. Notifications, availability, bookings page, calendar, cancellations. Okay. I don’t see it. We’re gonna keep, we’re gonna keep looking around.
So lots of options. Again, lots of options under the settings. this would likely, if you went through all of these, I’m guessing this is going to take you at least a couple hours to do the full setup. Some people love that, some people want more of a quick access situation. Either it’s fine, but just a heads up that this is very robust settings section. Alright, so
I’m actually not gonna go through a ton of these settings. I’m gonna try to again just continue down this path of figuring out how to you know create different different settings or sorry, different appointments. All right, so I’m gonna go to my clients. This just shows the one client that we have created. you can do tags in this EHR.
So, you know, a tag is you know, you could do like child or adult or forensic or ADHD or full eval or autism eval, you know, you could do any number of tags and then search and classify from there. you can filter your clients.
You can there’s a client birthday feature. ⁓ again, this is another one of those like more like wellness EHR features where if you want to send birthday announcements to your clients, you can do that. All right, so let’s click on the client. And this just ⁓ gives you, you know, a little ⁓ menu on the right hand side to yeah, to give you some options here. It gives you some basic info for them, recent activity, you know, you can click into the client.
detail, which is good. It’s got their bookings, it’s got their billing.
Basic info.
But then we’re back into this yeah, medical history.
This is a little confusing, I’m not gonna lie, y’all. And it’s just it might just be a might just be like a user interface issue, but you can see here if you’re watching that on the left-hand side we have kind of the full menu for each client, and it gives all the different options, you know, bookings, billings, basic info, medical history, diet lifestyle, etc. This looks like the same menu as I was on before when I created the client.
But you can see like when I click into billing, it shrinks the window and makes it look like a different setting or a different place in the software. I don’t think it is, but I also don’t like that ⁓ inconsistency in the in the user interface. And then again, when I click on the client name, it pops up the same, mostly the same menu in a little pop-up, but
It is different. The options on this menu are different than what are listed on that left hand sidebar. So I’m not sure. I don’t I don’t like this I don’t like this implementation you know of of ⁓ of the client information screen. So yeah, I just don’t love that. All right, ⁓ let’s go to my schedule. ⁓ wow.
So when you click on my schedule, it goes calendar, availability, bookings, locations. maybe I’ll go to availability.
Okay. So this just shows what you are available for.
Delete this. I’m not available today. I’m doing podcast recordings. Okay. But Mondays from 9 to 11, I am available. And let’s see, does it show up somewhere? Not really. Yeah, I’m not exactly sure what’s going on here. it says my availability, but then it there’s no designation on the actual calendar that I’m looking at to show the availability. So.
We’ll go back. ⁓ we’ll go to my calendar. Okay, so the calendar looks ⁓ pretty pretty straightforward. hopefully all right, there’s a bunch of settings. So booking cancellation settings. Okay, this takes us back into that like r very ⁓ very robust menu of booking settings. let me see. I mean there’s tons of tons of
Settings that you can look at here. Booking restrictions, session limits, booking page options. You can choose first day of the week. I like it to be Monday, not Sunday. Alright. Cancellation options, out of office notifications. So there are lots of options here on the bookings, booking settings. Go ahead and save those changes. Alright, it takes you back.
So now my day or my week starts on Monday, which I prefer. Alright, manage availability, print, refresh.
Test availability out of office. Link Google Calendar. Okay. Okay. So the calendar looks good. I mean, you can ⁓ display appointments by any number of criteria. You can do your sessions, your canceled sessions, personal events, booking requests, pending tasks, pending client tasks, birthdays, external calendar. I kind of like this. I like a nice robust calendar. Alright, I have no bookings, so let’s see if we can. I just want to create an appointment.
Book a session. All right. We’re gonna book first name, last name.
let’s see for an initial consultation. And we’re gonna say that that actually happened yesterday.
Nine. Sixty minutes. We’re gonna call it 120. You can add buffer time before or after the session. I do like that. specify in-person or telehealth. Specify the fee. Presumably we can change all these things in the settings. Ooh, you can include a note to the client. Like please make sure you
completed your paperwork. Alright, it says the session occurred in the past. We’re gonna schedule it anyway. I do like
I’m not sure what’s going on here. Okay. So book the I’m getting my dates mixed up. We’re gonna move the session. We can drag and drop it on the calendar, which is great. So let’s say we did the intake, but now this is where I wanna this is where we really get into the services. I want an option to add a new service. How do I do that? How do I do that?
So it’s under the my practice tab up here at the top. My profile, my services, my programs. All right. So let’s go to my programs. Or sorry, my services. Okay.
So it gives us initial consultation.
How do I add a new service? I don’t need a package. ⁓ the plus button. I don’t love…
I don’t love this plus button down in the bottom right-hand corner. So for those of you listening, you know, most of the action is happening up at the top, like middle of the screen, or on the left-hand side of the screen on this sidebar. But then there is this plus button in the bottom right corner of many of the screens and pages in the software that allow you to add something. And so that’s where the add service button was. And it’s just not intuitive to me.
So I’m gonna add test administration. You can choose you can choose the calendar color. That’s kind of cool. duration. We’re gonna call this 30 minutes. It is a fixed fee of $100. public bookings page. And client portal. I mean, I like these options when you’re setting up the service, you can decide if it’s available on the booking page or not. It is gonna be in person.
Booking options, you can do a buffer time. ⁓ you can restrict clients from booking. Let’s see, you can, you know, set a rolling date range. This is great if you again want to really automate your practice and your scheduling. Allow multiple clients to book during the same time slot. Link to reschedule, default cancellation. Okay. This is great. Notification options. Yeah. Okay.
I like this. Let’s see what advanced options are.
Okay, payment plans, ooh, billing procedures and codes and diagnosis codes. Okay, so this is interesting. So procedure code and and diagnosis code are tucked under advanced options for the service. So
We’re gonna go ahead and try to type in nine six one three six. It’s telling us to add the new code. Okay, which is fine. I kinda like this,
user interface here where it flows really nicely and just allows us to to add this code as we are
as we are creating the appointment. So we’re gonna add this code as well. Sorry, this is the part of these reviews that takes a little bit of time.
Just adding the 96137 code. Okay. Diagnosis codes. I’m not gonna add any. Well, I will add a code. I don’t know if this is the right workflow or not.
- There we go. ADHD. I’m gonna add that to my favorites. And that’ll be done. Okay. Great. You can choose the icon, I guess. this is funny. Yeah, this is very this is very wellness focused. So if you want a picture of a salad on top of your testing testing booking page, you can
Okay, so we’re gonna save all this. Great. So now that we’ve set up the service, you can book a session, add availability, or invite a client to book. I’m gonna add another service and just go ahead and do our testing. So this will be feedback and report writing. Alright, again you can you can pick a color.
Here’s the fee. It is in person or online.
choose the default to be online kind of like this and I think we’ve got all of this. Go ahead and save and then I actually want to go back. I’m gonna edit advanced options. payment plans procedure codes let’s add more procedure codes. 96132 we’re gonna add this new code.
Let’s see, feedback and report writing. It is one unit, it is $200. We’re gonna add another.
Adding nine six one three three.
Okay, folks, setup is done here. Diagnosis code. You know, I’m gonna go ahead and add ADHD to this just as a a default. I don’t know that that’s the right thing to do necessarily, but I’m gonna try to do that. Okay. I’m gonna go back to my schedule, my calendar, and try to add this appointment now. Okay. So we are adding first name, last name. we’re gonna do test administration.
Start time is noon. Let’s go ahead and do 240 minutes. It’s gonna be in person. Fee. Yeah. So this is where I would like. I’m gonna leave this as is and see how I can add the CPT codes and
so forth and the units and then we’re gonna go ahead and do feedback right after we did testing feedback and report writing we’ll call it 60 minutes that can be online that’s fine telehealth application practice better or other wonder what happens if we choose other okay nothing okay fee is two hundred that’s great
Gives us the alert, it’s in the past. That’s fine. Okay, fantastic, y’all. So here’s our initial consultation, here’s our testing appointment, here’s our feedback. Let’s go in here.
all right, interesting. So when you click on the calendar appointment, it pops up a bunch of info, gives you the option to create an insurance claim, does tell you it’s unpaid, and then it adds.
adds next appointment info. I it says add note, it’s not like an actual clinical note. This is more just a internal note. So let’s see what happens when we click view. Okay. So this is pretty good.
You can upload a recording of the session. and more importantly for us, we can add a session note here. Alright.
Alright.
So yeah, let’s just create a note. This session happened. So we’ll have to go back in and see if we can we can ⁓ create custom note templates. Okay, it looks like it ⁓ automatically saves the notes. There’s an autosave, which is cool, that’s different from other places in the software. And then I’m gonna go ahead and sign and save this note.
That’s good. And yeah, it asks you to pick your signature. We’re gonna say the signature. Okay, fantastic. Alright, so we signed we’ve signed a note. We could create an insurance claim, which I like.
We could also send forms.
Okay, like our intake questionnaire and so forth.
Let’s back, see if that changes anything. I don’t know if that changed anything necessarily. I do want some kind of like to-do list somewhere. And I’m not sure where that might be.
Just looking through the options again. Yeah. I’m not seeing immediately where the to-do list is. Maybe. Okay, let’s go to the home screen and see if this shows up. It’s not showing up on tasks, and I wonder why that is.
We may have to change some of the settings to show unsigned notes in the tasks list, but it is on the dashboard. All right, so I’m gonna go back to the schedule, you know, to the calendar.
Eight, we’re gonna view now, okay. I’m gonna add a session note.
And you know again we would want to create custom note templates here.
⁓ but I’m just gonna type this in.
And jam.
It autosaved, ⁓ we’re gonna sign this and save this.
And let’s see if we can does it happen in create claim. Just trying to figure out where do we put our CPT code and number of units. So when you click create claim, it does pop up, you know, a claim. Okay. Okay.
It does pop up a little claim box that kind of mirrors a CMS 1500 form. So it has the diagnosis that you assigned. It doesn’t look like there’s any place to add additional diagnoses. It does give the the CPT codes here with a little edit button. Okay, and this is where you can change the units. So that sounds good. ⁓ And then you can add additional diagnoses.
here. So
That makes me feel better. Okay, so you can add units and additional diagnoses here on the create claim. So this is a little bit of a you know, it’s like a two-part. I actually really like this. So as for those of you watching, ⁓ you can see I just tried to save this claim. but it gave me a bunch of
notifications or alerts that I have to enter all the things that I need to enter to make this a a viable claim, which I really like. So it gives you real time feedback there to to fix any issues with your claims. Alright. You can set up a payment plan right on the the form or the appointment note. And yeah, I like this. I mean, so maybe it’s just what I’m used to with therapy notes, but I like
the billing being integrated with the note, where you’re entering the units and the CPT codes and the diagnoses all on the note and not necessarily separately in a billing window. Now I do wonder if there is a way that we could change this, right? So this might be one of those customization things. Okay. So I’m gonna go back
I know this ⁓ review is getting to be quite long, so I’m gonna finish this up.
And go in.
Yeah, I almost want to just like create the claim first. Specify the the units that I spent. So maybe we’ll say four units. And we also considered autism here. I’m gonna save that. Save that anyway.
And then wants me to add the session note, and then I’ll go ahead and do that.
And then we’ll go ahead and sign and save.
All right.
Back to the dashboard. Alright, forms and waivers. I’m gonna go over here. these are the ones that I have set up. Okay, here’s some note templates. Looks like you can create note templates. You can create from a template, which is cool. There are 18 templates built in, mostly around you know, soapnotes and and so forth. let’s see. You can add a template.
Create a template. Now this is what we would be doing. And then it gives you a bunch of you it’s kind of a typical ⁓ form builder. So you would have to create your own your own notes.
Interesting, I feel like under forms and waivers, this is where ⁓ you should be able to create your own. ⁓ well, there it is. That’s easy. Create your own form. You can use a template, you can do a form builder, you can upload a form like a PDF that you’ve already created. Okay, and there are 54 form templates. So let’s just search for release of
It’s like assumption and risk of liability. Yeah. I don’t know if there’s a release of information, but there are fifty four templates. So you could set that up. Faxes.
I was hoping that maybe there was a fax integration. Maybe there is. But I want to check that out. Let’s see. Community. Where does this take us? Okay, so this is happening in, I think it’s Circle. And there is a community. It’s kind of like a Facebook community. And ⁓ yeah, there’s a lot of there’s different spaces where you can ask questions. I kind of like that.
Okay, they have a referral program. Lots of things going on here. Alright, so I think we are starting to wrap up this EHR review. This one was pretty comprehensive. And Okay, let’s regroup and and think about what I think about this. So lots of options here.
this reminds me a lot of Intake Q, to be honest. and there are a lot of parallels. So one, tons of customization options. but two, the UI is a little clunky and I found it a bit difficult to navigate and know where everything is. I’m sure you get used to that over time, but there are just a ton of features here that you can that you can customize. the the look of it is good.
I like the dashboard. I would love to customize that a little bit more and choose what goes onto the dashboard. But I like the idea. ⁓ that’s again a very like intake cue, practice cue feature. let’s see. The UI I think is pretty is again pretty good, but there are just some little some little errors or you know, awkwardness that makes
makes my brain work a little harder and I don’t like that. And I mentioned that primarily in where the menu goes. you know, it moves from like full screen left hand side to like kind of centered on the left. just little things like that that again makes my brain work a little harder and I don’t necessarily want that in an EHR. But let’s go back. ⁓ what do I like about this? I think it looks good for the most part. The colors are appealing.
The onboarding wizard is really nice. I think it’s laid out very simply and cleanly for the most part. Let’s see. So many features. I mean, you know, the client information features are great. Pronoun choice is always nice. Let me see. The calendar I think is laid out well. I love that you can set your own availability and it can depend on appointment type.
So you can set different availability for different appointments and you can customize the booking settings for each of those appointments. That’s really cool. Let’s see, Google Calendar Sync. I really enjoy that. Let’s see. the task list. I like that there’s a task list, but I wonder where the notes go and why they aren’t showing up on the task list. billing and payments, you know, looks very robust. I didn’t get to
You know, this is always the hard part with these demos. You know, it’s hard to actually do billing. but let’s ⁓ actually go back here and see if we can enter enter a payment.
Maybe you have to create an invoice?
But it looks like the invoice
Yeah, I don’t know about this. ⁓
I know that I’m backtracking here and and adding a feature, but
It looks like you maybe manually have to go in and update the invoice. I wanna see if this will let us.
Add a payment. So I’m gonna go back to the calendar. Sorry, I know I’m backtracking y’all, but this is an important feature I forgot.
Yeah, I don’t see a great way to add a payment except through the invoicing.
Interface. let’s see, update status, edit, view. no. You can view the invoice in the appointment window.
But again, where do I add this payment? ⁓
Let’s see. Yeah, we’re gonna process manually and just add
⁓
Alright, so we paid for this appointment.
Yeah, we paid for this appointment. yeah, I didn’t love that. Too many steps, too many steps to enter a payment. Maybe there’s a better way to do it, but again, that’s kind of the point of these reviews is that it is supposed to be intuitive. And that was not super intuitive. Okay, but what else do I like? I like that there are note templates built in, there are form templates built in. I like that there’s a community that’s outside Facebook and it’s integrated directly into the software here.
Like I said, I like the onboarding guide. I love all the reporting options for these different factors and metrics you might check out in your practice. let’s see. Yeah, I mean there are lots of things to like about this, but let’s dig deeper into the downsides. For me, again, this is the problem with non-mental health EHRs, and even some mental health EHRs, is there’s too much disconnect between scheduling an appointment.
Writing a note for that appointment, specifying the billing in terms of the CPT codes and units and amount and diagnosis for that appointment. And ⁓ you know, finalizing all of that. I like when all of that is in one package, in one place and one step. And this EHR is one of those where each of those steps is disconnected, a at least as far as I can tell. So that was pretty tough. I already mentioned some of the user interface issues and like just little
you know, annoyances there. what else? It was pretty tough for me to figure out how to, you know, add specific services. I’m not sure if I need to add in like all the diagnoses that I might use. That would get to be a pain in the ass. all the CPT codes. I was kind of confused on the integration between CPT codes and the appointment and the services being offered. And does that flow through to the invoice and the insurance claim?
See, it’s all kind of centering around like disconnect in workflow with with billing primarily.
What else? yeah, the settings again, this is the same thing as ⁓ practice queue or intake queue, where I think one of the biggest assets is also potentially the biggest downfall where there are just so many settings to tweak and ⁓ customizations that you can do, you can get lost. And that’s you know, easy to to get confused and overwhelmed and not know exactly what to do or what needs to to happen.
And then unknowns. I am unsure what insurance billing looks like. They do integrate with Claim MD. If it’s a true integration, that would be awesome. I like Claim MD. they’ve worked well for us. And you know, I’d love to see the ERA reconciliations and what that looks like. So, bottom line, would I consider using this for my practice? I would. I would definitely want to do like an in-depth demo and ask a lot of questions about the workflow, particularly around
billing, notewriting, claim, claim generation and invoicing and that kind of thing. I feel like those are the it’s like death by a thousand paper cuts. If those things don’t work, then they just weigh on your admin team or on you as a solo practitioner day by day. but I would consider it. it’s not like a super strong contender. To me, it again, it’s kind of on the same, you know, it’s kind of on par with intake queue, practice queue. But I would consider it.
⁓ pricing is pretty good. It’s $35 for the starter package. You know, solar practitioner goes up to $60 and $90 for the two like middle tier packages and then $155 for the group practice. And then, you know, you add practitioners after that. So I mean pricing’s pricing’s good for sure. I would just, like I said, want to do a pretty end-depth demo and
get a lot of my questions answered because these things were not super intuitive just from walking through the software here. So as always, thank you for listening. Thank you for watching. I’m gonna wrap this up. This was maybe the longest EHR review that I’ve ever done, but again, lots of features, lots of things to dig into here. yeah, the link to Practice Better is in the show notes if you want to go check it out. And otherwise, if you’re in the market for an EHR,
Go check out the entire EHR review playlist on the Testing Psychologist YouTube channel where you can see all the EHRs that I’ve reviewed. I think I’m up to gosh eight or ten at this point, some better than others. And ⁓ I’ll leave that for you to decide. But thank you and keep a watch on that playlist for more EHR reviews in the future.
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