I know that it is possible to do all of these things because our old software Therapist Helper has these features. We initially used the patient portal but stopped using it because the patient forms were not customizable therefore we had to upload our paper forms onto the portal and the patients ended up having to print them out anyways. If you enter in an authorization after a client has been seen it doesn't not count down based on the sessions you attach it to so you have to remember to count down manually. It does not have a zip code library so that when you enter the zip code it automatically filled in city and state. Therefore you have to re-enter the address, phone #s and insurance information when entering other family members. There is not a copy from bottom to copy patient demographics to the responsible party or to the subscriber or to another family member. Once the appointments are saved they become separate from the transaction so if a change is made in the appointment is is not updated in the transaction automatically. When you run an aging report it shows the full charge balance but not the expected amount owed based on the fee schedule. We are not able to run accurate reports of % collected per month. I have had issues with them from the start. My practice switched to Valant in 2014 because we wanted to go web-based. I have worked with 3 different practice management softwares. I have been a practice manager for a psychotherapy practice since 1998.
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