The Testing Psychologist Podcast
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Descripción
Dr. Jeremy Sharp (01:19) Hey folks, welcome back to another episode of the Testing Psychologist. Today I’m doing another EHR review. I had a lot of fun getting back into the EHR review game last month, I think. And so I’m gonna try to review a new EHR each month for the next three months. There are several out there, many that I have not reviewed that have been around for a long time, and several that are newer that I would like to review. So today we are talking all about my best practice. My best practice is an EHR that’s certainly been around for a few years. it is founded or built, you know, by a psychologist, Dr. Ryan Fuller. I’ve met Ryan, great guy, super kind and knowledgeable. And what I like about my best practice, or what initially turned me on to it, is that Ryan actually runs a practice and is familiar with testing, and I think that goes a long way in. Building an EHR. So I dive into all the features here. As usual, this is meant to be a kind of a blind walkthrough of the EHR just to gauge ease of use and initial impressions for for someone just onboarding to the EHR and give some impressions on how appropriate or helpful it might be for a testing practice specifically. So a little teaser. I mean, there’s a lot to like about my best practice. As with any EHR, there are some things that make it a little tougher, I think, to use for a testing practice. But all in all, a good EHR and certainly worth a look. So if you are listening to the audio here, I would encourage you, if you have the opportunity, go check out the YouTube video just because it gives you the full, full context. Obviously, you can see the screen recording and see everything that I am looking at while I am reviewing the EHR. But I do try to make these recordings descriptive enough that you can still take away quite a bit just from listening. All right. So let’s see, this episode, I think we’re in June now, which means we are getting close. We are closing in. We are less than two months away from Crafted Practice, which is my in-person anti-conference that I do each summer. This will be the fourth year. It’s a small group event of less than 20 psychologists. By design, like I said, this is meant to be the anti-conference where you get to sleep in, you get spaciousness and open time to actually implement the ideas that you’re learning and connect with other people. we have two lengthy speaker sessions, so we’re not packed full of sessions, and the content of the sessions is meant to be applicable, not just theoretical. There’s a lot to take away from this event. And past attendees have just like consistently commented on how surprising it is that they get to form such close connections with other other attendees and build those relationships that I think carry us through the difficult times in our practice and the great times in our practice. So if you find yourself, if you are needing an anti-conference, if you want to get away for a few days in a beautiful place and do some hard work on your practice and implement some ideas, but also go to happy hours each evening and relax and decompress. Could be for you. So check it out at the testingpsychologist.com/slash crafted practice. All right, let’s get to this EHR review for my best practice. Dr. Jeremy Sharp (04:53) Alright, folks, hey, welcome back to another EHR review. So today I am reviewing my best practice. My best practice has been around for a few years now, and I had some great conversations with the founder, Dr. Ryan Fuller, who is a psychologist, when they came out. And I’m just now getting around to doing a review, which I’m excited about. So typically on these reviews, I am just cruising through the software as a first-time user, really commenting on ease of use, accessibility, and really paying attention to how well the software is gonna suit a testing practice. So that’s what we’re about here. If you are listening to the audio only, I would encourage you to go check out the YouTube video for this particular episode because you can, of course, get the visual of the software while I’m clicking around, and you don’t just have to listen to me describe what’s happening on the screen. All right, so let’s get into it. So, my best practice, like I said, founded by a psychologist, designed by a psychologist. I know that Ryan does do assessment in their practice and is very familiar with assessment. So I am excited to check this out. I’ve also heard good things about my best practice over the years, and perhaps, well, not most importantly, but pretty importantly, the pricing is very, very good. So we’ll get that out of the way here in the beginning. My best practice is is thirty-nine dollars a month for the first practitioner and then nineteen dollars a month for each additional practitioner. And they allow unlimited administrative accounts, which is also a nice perk. So with that in mind, let’s jump into my best practice. So right off the top of my head. So I signed up for my best practice. They do offer a two-week free trial where you don’t have to put in a credit card, which is always great. there was a little bit of confusion when I signed up. So I got three emails from my best practice. The first one was announcing a new login, which was a little confusing because I was just signing up for a free trial and to my knowledge, had not logged in before. the second email I got was a like an intro email, which was great. It gave options to check out the help materials, book a live demo or get customer support. And there was one other option that was kind of an onboarding option just to help get acquainted with the software. And okay, this is great. This is great. I love that, you know, that type of email. But It came out of sequence, at least for my inbox, where I had not even created an account yet or verified my email address. And I was getting this onboarding email. And it made me wonder if I missed something or did something wrong. But about 30 seconds later, I got the the email to verify my email address and create a password. And then I was in. So a little bit of a hiccup, you know, just kind of a workflow thing there in the beginning that threw me off a little bit, but I am in and it was easy. I just had to wait a little bit longer. Okay, so here we are in the software. This is what you see when you log in. So, first things first, I love that there is a quick start option that allows you to take a tour of my best practice. So it does this little like in software pop-up where it gives you instructions and calls your attention to different things. So I’m clicking around, it shows you the navigation bar, practice settings, which I really like. I love a good, well-orchestrated onboarding experience. And this is definitely doing the trick. So it’s just popping up little little tooltip boxes to to call your attention to different things and tell you what everything does. So clicking through that, that was pretty quick. Now, there’s also a quick start option. So I’m gonna just do the quick start option because it’s available. It says click here. So this is separate from the little pop-up tour that I just got. This is actually leading me through a sequence of steps. So first step was click here, and next step is gonna be add a client. So let’s go and add a client. I’m gonna be the practitioner here. This client is active. I’m going to put in just a first name, last name situation. give them a Colorado phone number. This is all easy, by the way, if you’re listening to the audio recording. It’s just asking to put in client’s contact info. All right, what is this client’s birthday? We’re gonna call this client, we’re gonna make them a minor just so we can see. What that might trigger. Okay. And then you can assign tags. Okay, so this is interesting. I don’t know what tags might exist. So let me click on tags. You can create new tags. Now I’m guessing this is going to be some way to organize and interact with clients. But I don’t know what that is yet. So we’ll tag them with demo just to see what that happens. We’ll also enroll them in the client portal. And in reminders. So you can choose whether they get text or email reminders. You can also choose a cohort. this is interesting. I don’t know about this wording. Cohort is a little unclear, but when you click on cohort, then it gives you the option to do the adult intake packet or the minor intake packet. So I’m gonna click minor intake packet, which I really like that it’s just streamlined right here in this add client screen. So I’m gonna go ahead and add that client. Success, you’ve added the client, and you can add more details. So let’s click on add client details and see what happens here. Alright, so this takes us to a new screen. Tells us right at the top if there is an upcoming appointment and that the client is enrolled in notifications. It’s great. You can add notes, you can change different demographic characteristics. All right, this is great. Yeah, this looks pretty, pretty straightforward. There’s a referral category dropdown where you can look and choose any number of referral sources. I really like that that’s built in. All right, so yeah, again, you can put notes for the client, you can do custom fields and some invoice memos here. So I’m gonna go ahead and save these changes and then go ahead and click through these different options. So professionals, this is all under the client, client tab or on the client client page. So professionals, that’s the practitioners assigned, contact info, you know, email, phone number, address, contacts. So this will be like a parent. I’m gonna go ahead and add one of those. Let’s see, we’ll do mobile number. This is a parent. you can choose mother or father. I’ll go ahead and do mother. and type in the name here. Give him a phone number. seven eight nine. There we go. All right, now all this is obviously just as a placeholder. But we now have a client contact. This is great. All right, there’s a billing section for the client. Nothing there at this point. Cohorts. This is again minor intake. So you can edit the cohorts. Curious what that looks like, but I’m not gonna go there right now. Events. Wonder what events is. I am not sure. events includes sessions, follow-ups. Appointment reminder. So this is kind of like everything. This is almost like an audit log, it looks like, for a particular client. All the actions that might have been taken. Documents, pretty straightforward, I’m guessing. you can add documents to each client screen. There’s a diagnosis screen or tab. This is interesting to me. I know a lot of EHRs do this where you it separates out the diagnosis and you have to enter it separately from the notes. I’m just gonna put ADHD for this client’s diagnosis. Okay. Surveys. All right. We’re gonna get into surveys as we go through the settings, but I’m guessing let’s see what a packet is. Okay, those are intake packets, not necessarily surveys exactly. Let’s see what take survey is. okay, so this is outcome measures. Gotcha. So you can assign any number of publicly available outcome measures. There’s a huge list here. some of the ones that stand out, it’s got the ACEs, it’s got the ASRS, it’s got let’s see the Cat Q, it’s got the CY box, it’s got the Y box. there are tons of open source assessments here that you can utilize. So I’m just gonna go ahead, go ahead and assign an ACES and say take survey. Okay, and this actually transitions the straight to the survey. So we don’t want to do this right now. So I’m gonna go back. All right, so you can either take the survey or send the survey, which is cool. Metrics, interested in metrics. These are routine outcome measures. It’s gonna graph the scores on these outcome measures, which is also cool. Client portal. Okay, this just shows a summary of the client portal actions for this client. Messages, this is messages between you and the client. AI notes. This has got to be a new feature since I last heard about the software. We will get into that later. There’s a default rate. So we’ll go ahead and add okay. So okay, step one, or item number one, just in being testing friendly. So I clicked on this drop down to select default services for this client. And there are no codes aside from a diagnostic interview 90791 that is pertinent to testing. So I want to make sure that. Let’s see that we will be able to add testing codes here in a bit. I’m sure we will. Then there’s a settings section. So this is where you can choose session note type, treatment plan type, intake interview type. That’s interesting. under intake interview, there is no option for testing or a testing intake, and then a case conceptualization. Okay, cool. So that is all under the specific client tab. So I’m gonna go back home, get back to our quick start here, and we’re gonna schedule a session. So this is a client appointment. This is in person. That’s cool. You can also choose telehealth if you want. Quick note that telehealth is an additional $20 per practitioner. Okay, we’re gonna select our client here. We’re gonna select service. Okay, this is where again there is no D or there’s no option to choose testing. But there is an option to add additional services. I will do that in a moment. For now, we are just gonna schedule a diagnostic evaluation. All right. Now you can select the day and time. let’s just go ahead and say that we’re gonna do this today. it’s gonna be 120 minutes, one time only. You know, this is a little bit okay, yeah. The workflow here is a little interesting. I know you gotta manage this in some form or fashion, but I don’t love that you choose the time like this. So for those of you who are just listening, you first pick the date on a calendar and then there’s a separate little clock icon that you have to click on to choose the time. So that’s a little clunky, but we will work with it. Okay. So I’ve scheduled it for today at four p.m. Add appointment. Great. Shows up here. Says it’s their first appointment. That’s kind of cool. I like that it designates that it’s the first appointment. Okay. And now we want to take notes. All right. So I’m going to click on the calendar appointment. You can do add note. All right, then it pops up this box. And again, you can choose the different type of note that you want to do. I’m just going to pick a therapy note. We don’t have any custom notes. Now presumably we’re going to have to create custom notes for Testing appointments. So I think this might be a point where I back out and go through some of the settings to see if we can create custom notes. All right. So under the settings menu, we’ve got change password, account settings, claim center, document center, multi-factor authentication support, and log off. All right, so let’s try account settings. Let’s see. They do have Little pop-up here that says that they offer seamless payment processing. That’s cool. Okay, so you can put your practice logo, you have practice settings, invoice contact details, and your subscription. All right. You can add staff, both professionals and non-clinical. You can put them on teams, which is cool. Facilities and rooms. Okay. So it looks like, yeah, you can add Different rooms. So this is helpful if you are one of those practices that needs to do scheduling in different rooms. Now, I would have to check it out and dive a little bit deeper to see if you could kind of manipulate this feature to do test materials, for example, and checking out test kits, something like that. But you can at least schedule rooms separately. All right, so under codes and metrics here in the settings, we have the CPT codes. Now, looks pretty easy. I’m gonna click add new CPT code. Gives you some options to either discount it, prevent an insurance claim. That’s great, or prevent an appointment reminder. All right, so we’re gonna say this is an individual appointment. The CPT code, there’s no drop-down here, so you have to know your codes. I’m gonna go 96132 and then just say. Testing, report, writing, thinking, time, and feedback and enter the length and minutes. Okay. So we do have 96132. Gonna add a couple more. Again, this is individual. I’m gonna add 96133. I’m just going with each of the codes that we have to put in. Alright, report writing, feedback, and thinking time. This is also going to be 60 minutes. Now, there’s no place here where I’m designating that this is an add on code. So I am curious how this is going to play out. I’m going to continue to add the CPT codes that we use. Testing administration first 30 minutes. All right, for those of you listening. And watching for that matter, I apologize for a little bit of a lull here while I’m putting in the CPT codes. All right. So we’re gonna do additional 30 minutes here. All right, we’ve created all of our CPT codes. This is good. All right, we’re moving on to surveys and packets. This is still under you know settings. There are lots of templates here for intake paperwork. This is actually very comprehensive. And I kind of love it. So just some examples of things that I’ve seen. So templates for releases of information, client contracts for both adults and minors, client portal FAQs, credit card authorization, daily diaries, good faith estimate. There are two options there, mental status exam. Ooh, some Spanish forms. Kind of love that. yeah, schoolwork excusal note. So it’s really cool. And then again, a bunch of open source surveys. All right, cohorts. So you can create different cohorts for your clients. I took issue with this word earlier, but I don’t know. Now that I’m looking at it, it does make sense. Does make sense. I’m not sure if there’s a better word for this, but you can add different cohorts depending on your client. So maybe you would have like a forensic cohort, for example, and things like that. All right. Cohorts and schedule groups. What are these groups? I’m curious. Client group or a staff group. So I’m not sure what the function of these groups is. This is a good question for the developer. All right, online booking. Let’s enable booking for clients. it is gonna create a practice domain. For online booking. Let’s I guess go ahead and do this. Okay. And we’re gonna preview what that online booking might look like. Okay, so it just says, Are you a current client? Sign in. No, we are. Okay. And we can edit this. All right. Okay, so with online booking, and then for existing clients, let’s see. you have to set portal permissions for each you know, exit for existing clients to be able to self-schedule. Okay. You can go to practice settings to allow portal bookings. All right, so import center. What are we doing here? This is presumably where you can import your client list from another EHR. So let’s check this out and see. All right. Yes, this is where they handle migration. They do offer a white glove option for five hundred dollars to migrate your client data from another. or sorry, that’s for a group practice. For a solo practice, it’s three hundred dollars, a one time fee to do a white glove migration. Okay, referral. So they do have a referral code. If you get somebody to sign up through your code, you get three months free, they get three months free. Right. Custom notes. All right, we’re gonna need to do some custom notes because they don’t have any notes pertinent to testing. All right, the new custom session note. testing administration appointment. Then I am gonna hide homework, hide symptom and intervention, hide psychotherapy note, and hide diagram. I’m gonna go ahead and save that. Go back in. what is the design? Okay. Yeah. So there’s like a form builder here. And it looks like yes, we could yeah, we can select these different fields. So it’s got you know title, text box, number, date, text area, that kind of thing. Radio group drop down. So it’ll take some experimenting to determine. Yes, determine how to build a testing note. So just a heads up, you will need to build a testing note yourself to match what you want. But it does look it does look pretty customizable. So you could do that. Now there is a section that says AI prompt. So what is this? Let’s see, I don’t know if this is to create the note template or to work within the note. So I’m gonna go ahead and say create a note template with a column for text boxes to capture test measure names plus a corresponding column to designate. The amount of time spent administering each measure. All right, I’m gonna test this prompt. okay. So, yep, totally wrong on that. It does not give you a prompt for the note design. It is a prompt to generate AI notes for the session once you put that information in there. Okay, so we have a test administration appointment. And I’m gonna go ahead and just quickly do a feedback template as well. Testing feedback and report writing note. Hide all these things because we don’t need them on the note, and then I’m gonna save changes. Okay, sounds good. activity logs still under settings here, still under general practice settings. The activity log, I’m guessing, is going to be. Yes. An audit log essentially. This is going to tell you everything that a user did. I like that. it’s good for compliance. Okay, great. Now the only place so there’s a reference here in online booking to change things in your practice settings. Where is practice settings and how is that different from what I just looked at. Okay. There was account settings. Support multi. Yeah, so there’s a whole other practice settings that I’m not sure how to access, at least at this point. Okay, so practice settings. Lots of options here. I’m not gonna go through all of them, but they do have lots of cool options like require a diagnosis code before signing notes, hide client signature on session notes uses supervision, that’s interesting. The client display name, you know, client age display, things like that. Okay. So it looks like practice settings is under general, and then you do edit under practice settings, and that takes you to more, yeah, more robust practice settings. So you can, yeah, you can do settings for invoices. You have a set of clinical settings. Ooh, you can specify reasons for missed appointments here. Which I like under practice settings. All right, some of the defaults, no show canceled, rescheduled, light canceled. Custom fields. You can create custom fields to go in your client, information screens. Auto text. Not exactly sure what auto text is, but it sounds cool. Default rates. This is where you put your okay. So yeah, you can select your CPT codes and Specify the rate. This is great. So we can assign rates to all of our CPT codes. Okay, let’s just add a couple here. And I think you can do many of them at once. Yes, looks like you can. So I’m just gonna go ahead and add all of our testing codes, and then I’ll put in the default rates for all of them. Which is cool. I mean, this is just a little like user experience feature that I really like. So you don’t have to change the rates individually for each of the codes. You can enter all the codes you want to change the rates for and then update the rates and then hit save default rates and it’s all there. That’s great. All right, client portal. Lots of settings here in the client portal. You can enroll clients by default, use a preferred name. There’s all kinds of yeah, enable client messaging, enable booking widgets. How far out? Can clients schedule appointments? Okay, then we have insurance. Again, pretty standard settings. We could auto-file claims, auto-update patient responsibility. I like this autofile claims, actually. All right, notifications. Lots of notification settings for the practice and then telehealth and AI. So you can add, yeah, different settings for telehealth and AI. All right. Fantastic. Fantastic. Okay, so. Lots of settings here, which is great. Claims center. So you can process insurance claims. There’s a free plan where you get 20 claims a month. That should be enough for most solo practitioners doing testing. There’s an unlimited plan of $99 a month. And then there’s an enterprise plan of $200 a month that gives you unlimited claims and ERAs and clearinghouse login and premium support. So I would want to get more information on that. Okay, so let’s go back to the calendar here. Going back to our basic features. We’re gonna click on our appointment, we’re gonna add a note. You know, I didn’t actually create an intake note, but this gives us, you know, some information here. And We need to type in a few things here. None, none, and none. All right, we’re just populating now. What happens here? Is it auto-saved? You can restore previous versions; that’s great. All right, so you have your session note; you can change your diagnosis. Kinda wish this was all on the same page, to be honest. Events, surveys for the session, metrics for the session, documents and addems. Okay. Then there is a button to sign the note and collect payment. You can draw your signature? This is interesting. Okay, so I’ll do that. The client does not have to say. Okay, so it saved the signatures. And then if we did want to enter a payment, it gives us the option. This let’s say this client paid in cash. I’m gonna say it’s a hundred dollars and we will record the payment. Okay. Says the payment was applied. We don’t know how much this actually costs the client though. Okay, great. So we’re in all right. And it does show now there’s a little icon to show that the note was written and there was a hundred dollar payment applied. I like this. Okay. Dr. Jeremy Sharp (32:55) Hey, everyone. I’m really excited that NovoPsych Psychometrics is sponsoring the show. NovoPsych is a platform for psychologists who care deeply about assessment and testing and want their self-report measures to be the very best. NovoPsych has an extensive library of 150 standardized instruments with strong coverage across the presentations many of us assess every day, like disability, functional impact, autism, ADHD, and a wide range of symptom measures. You can also use it for broad personality assessments like the Big Five or go deeper when you’re looking to understand personality pathology. What makes NovoPsych different isn’t just the range of scales, it is the quality of the experience. So I really appreciate the depth of psychometric info that it provides and the clear graphs and visualizations that make results easier to interpret and communicate. If you want to try NovoPsych psychometrics, you can access a 15 day free trial via the link in the show notes, which is novopsych.com slash testing psychologist. That’s N-O-V-O-P-S-Y-C-H dot com slash testing psychologist. Dr. Jeremy Sharp (34:01) Let’s go ahead and check out the rest of the tabs up here now. So under sessions, let’s see, this just gives you a list of all the sessions for a given time period, which you can specify. You could do yesterday, last week, next week, last month, or a custom range. And you can choose you can select by practitioner or you know, type of client or specific client. That’s pretty straightforward. You can search, of course, as well. Under the clients tab up at the top, this lists all of your clients. So something that jumps out right away. There’s a really cool system here where they give you some important information about each client in a really easy to understand way. So for those of you who are just listening, there are there’s a list of clients, and then for each client, there are several columns. So data birth, status, and then a few columns that give you this important information. So, contact information on file, intake packet sent or not sent, portal invitation sent, accepted, or not, treatment plan present or missing, payment method present or missing. And it’s just it it has little X, a little X or a little check mark under each of those columns to tell you whether that client information is there, which I like. First scene, last scene, sessions, balance, and then you can delete them. So I really like that. Let’s go to the billing tab now. Under billing, again, just some summary information. It gives your appointments. there’s you know, the different characteristics, CPT code, description, charges, payments, that kind of thing. There is an actions button where you can apply a payment, apply a write-off, or delete. Right, I like this. Let’s go to reporting. I do love reporting. So you can run a billing report. You can do a billing versus collected report. Right. You can look at a write-off report forecasting. This is interesting. I assume that when you put more appointments into the calendar, it’s gonna forecast your income, payroll. So you can run a payroll report and it says use allocations or use professional from closest appointment to payment. Not exactly sure what that might be. Let’s see what happens when I run. Yeah, okay, so there’s some settings that we would have to do to make sure that payroll is accurate, but it looks like you can specify the different allocations for you know, how much how you pay people essentially. Note status report. Okay, this tells you if notes are missing or signed or locked. Okay, so there is a locked feature that I have to go find. Miss Session Reason Report. I really like this. if you’re doing a lot of therapy, or even if you know you’re just doing testing. We are always interested in reasons that people miss their sessions. There’s a client retention report if you’re doing a lot of therapy, online booking report. I’m a I’m a sucker for good reporting. And this definitely has some of the more robust reporting that I have seen. Client birthdays and then a telehealth CPT audit. Okay, that’s cool. Messages, this is just an inbox between you and specific clients. To-do list. Okay, I like that you have a to-do list. Yeah. So I have one missing diagnosis, one missing session note. Lots of other options. It’s going to give you alerts with a little red, you know, icon with the number. We looked at all the settings. These are just little shortcuts. Take payment, create invoice. So I’m gonna dive deeper and try to do a little bit more on the invoicing and payment side. So I’m gonna move this appointment over here. As you all know, if you’ve watched these reviews, I love when you can drag and drop calendar appointments. Okay. I’m gonna go ahead and create two appointments for this client. Let’s say that they Wanted to or they did testing yesterday. All right, so I’m gonna go select our service, test administration. And I wonder if this is where you also have to add the add on code. So let’s go ahead and try that. We’re gonna do eleven units. This is a long testing day for this person. All right, and now, yeah, you do have to put the time in. So we’ll go ahead and add that appointment. Okay, great. Shows up here. And then let’s say that we did feedback with them in the afternoon as well. So I’m just adding appointments here to the calendar. For those of you who are just listening, adding our testing appointments. There’s testing. We’re gonna do a few extra minutes for report writing. Let’s say we spent five hours here. All right. We’re gonna add that appointment as well. Okay, great. Now this is where presumably we would need to add our notes. So I’m gonna go ahead. there’s a missed button. Okay. So let’s go ahead and add this note. This is for our testing appointment. I’m gonna go to the test administration appointment. Now this is blank actually, because I didn’t Create it yet? Let’s yeah I can’t type anything in there. It is saved, and that’s it. Now how do I lock this note? Go ahead and sign and save. And maybe I need to do more here. I just can’t okay, okay. So you have to go to the diagnosis page. And that’s where you can click lock. Okay. So I’ll go ahead and lock that note. that’s a treatment plan. Hmm. Alright, so I’m not totally sure how to just lock a note. Clicking around, there’s some options. You know, you can click on treatment plan, case conceptualization or intake interview. And I’m not totally sure how to just lock a general note or if you have to do a treatment plan or case conceptualization or intake for all of all of them. Okay. Surveys metrics document. So we’ll let’s go ahead and pay now. I’m going to say that they paid by check. It was, this says $1,200. so this is a little confusing. It says record payment. it gives you the client balance, not the appointment balance, but then it does default to the appointment balance in the payment amount. So let’s go ahead and record that payment. All right. Great. And then we can go to the next appointment using this arrow, which is kind of cool. Again, we’ll just do feedback and report writing note. We don’t really have anything under here. I will go ahead and sign it. I don’t know if like this signing, the manual signing, to be honest. Okie dokie. And we got our diagnosis, but again, I’m not sure how to actually lock these notes. All right. We’ll do pay now. Client balance is $900. They are paying by check again. And it defaults to a thousand. This is interesting. If the client balance is $900, because we have an unallocated $100 payment from earlier. So let’s just say that they did pay a thousand. Okay, great. I’m gonna go back to the calendar, see what this looks like. Okay. Yes. So still a little confused on how to how to lock notes. I’m sure this is in the settings somewhere that you know, you can set it up where you don’t have to have a treatment plan and you know, maybe it’s built into doing the custom notes as well. All right. Now we didn’t go through insurance and submitting insurance claims and what that might look like. That’s always hard to do on these demos. But we were able to pretty easily create appointments, both testing and feedback appointments. I would love, let’s see. So it says add note. Don’t necessarily want to add the note. I just want to view the note that is present for this appointment. And I’m not totally sure how to do that. let’s go to the client. See, these are the little like user interface things that I like to check out. Alright, so I’m just looking in the client settings to determine where I might be able to find these appointments. And maybe wasn’t a super easy way to to find them. Yeah, that takes you back to the testing note. Yeah, so a little bit of a navigation, just a yeah, a user experience thing here. I would love to just see all the clients’ appointments. I think maybe it’s under events. Yeah. Yeah. You can see the events. It is saying no note for some of these sessions that I did I thought I entered notes for. So have I would have to go back and and check that out. yeah there’s an issue here. I just can’t figure out how to you know lock or sign all the all the notes you know in like a final way. Okay. And billing. So lots more billing events now. Yes, it tells, you know, this client’s balance. And that information is relatively easy to find here. Relatively easy. I mean it does show the payments, it shows some of the you know pretty detailed information. I would just want to some reason this is cutting off. Yeah, it doesn’t quite fit in the window, which is also interesting. All right. So I’m gonna go back to the beginning here or to the home page. All right, and as you can see, this dashboard has kind of disappeared. The quick start has disappeared. We’ve done a lot of stuff. I want to do a couple other things, just on the appointments. You do have the option to schedule a non-client appointment. Which is cool. So let’s just say my kids are super active in athletic. So I’m gonna say this is a track meet tomorrow for four hours. Anybody who’s done a middle school or high school track meet knows that you’re there for a long time. So we’re gonna add the appointment. Okay, and it shows up as a personal meeting on the calendar, which is good. Okay. I think we’re starting to wrap up here with my best practice. All in all, I liked my best practice. There are lots of things to to love about it. So off the top of my head, the things that that I like, I like the onboarding. That was pretty simple. It is a guided tour, which I really enjoy. it clicks you through and guides you through the different steps to use the software. I feel like I was able to to use the software pretty well right from the beginning. And that was great. Now, what else do I like? I like that you know the calendar is laid out pretty easily. you can move appointments around, you can create appointments pretty easily. I like that there are so many options for reporting. I like that there are many settings. You can tweak a lot of settings. so it’s pretty customizable without being overwhelming. I think if I went through and spent You know, maybe an hour just customizing all my settings, then it would be pretty robust and and handle a lot of the features that I want in the practice. online billing or sorry, online scheduling looks pretty robust. I couldn’t do that, you know, just from being a demo client, but the client portal looks good, you can send forms back and forth, lots of built-in form templates, lots of built-in outcome measures. So there’s a lot. To like here. It’s laid out very simply. I think the UI is pretty good and you know easy to navigate. Things that were a little more difficult for me. So again, caveat here is that this is a first look, and someone who’s more experienced with the software, or if I’d done a demo before I recorded this video, would be able to navigate and have answers to some of these questions. So keep that in mind. This is not a condemnation of the software by any means, full disclosure. I obviously am just using it for the first time here. So let’s see, insurance billing. I so this kind of workflow, just big picture, this kind of workflow where you have to enter CPT codes and diagnosis in particular separately. I don’t love. I like drop-down menus and, you know, having it you know, a little more integrated. The big thing though for me, and this is a problem, you know, with a lot of EHRs, is that there are no testing specific note templates that are already built in that I could find. So you would have to do a custom, you’d have to create your you know, diagnostic interview note, your testing administration appointment note, and your feedback and report writing note template. You would have to create those yourself. I would imagine this will go pretty quickly. You could do this in a couple of hours when you set up the software. But it’s just a feature, you know, if you were looking for like absolute ease of use out of the box, this is something that you might pay attention to. let’s see, what else? There are a couple things in the settings that were not like immediately explicit as, you know, in terms of how to utilize them or what they mean. Groups- I’m not exactly sure what groups were. Cohorts and schedule. I talked about that, though I think I figured out what cohorts are. So let’s see. There’s not a whole lot else to complain about here. I think that there are a lot of positive features. And again, the price is quite good for this EHR. It’s one of the cheapest that I’ve seen, $39. For the first practitioner and 19 for each additional practitioner. That’s pretty good. and then going through the settings again, it just reminded me, you know, it does have room scheduling, which is really cool. I talked about the report writing or the reporting, rather. There’s a robust referral program. They do do a you know migration of your current clients if you’re coming from another EHR, audit logging, which is great. So there’s a lot to like about my best practice. I can tell that it was built by a clinician. Just some of the features, you know, are are very clearly designed by a clinician. And that’s always that’s always nice. So on the whole, if you can get over the need to create custom note templates and you know, do a little bit of of setup at the beginning, which is something to be expected from any EHR, to be honest. This could be a good option for a testing practice, especially if you’re solo, especially if you’re cost conscious. the one question mark that I’m still left with, and this is just by nature built into these demos, is you know, the workflow with submitting insurance claims and reconciling ERAs. That is a big thing to check out, especially if you’re an insurance-based practice. just trying to get a good sense of what that looks like before you commit. But all in all, not bad, not bad at all. I could see using my best practice and having it be helpful for our practice. So as always, thanks for checking this out and thanks for listening. Thanks for watching. Go check out my best practice if it looks interesting to you. Click here to listen to the podcast instead.
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