Configuration Tips
Recommendations for handling scenarios in your practice to set you up for success.
How to Set Up Multiple Session Goal Periods for a Clinician
Ensuring accurate clinician utilization metrics is key to understanding your practice’s performance and making informed decisions. However, a single s...
How can we track clinician vacation time?
Right now, some of our customers create a client called PTO and then a new service type called PTO with a billing code of PTO. They configure the serv...
Coding Couples Sessions In Your EHR
You should stick with your current process, but be aware of some nuances for SimplePractice and TherapyNotes. If you use the SimplePractice couples cl...
Canceling vs Rescheduling in your EHR
A clinician should mark a session as “canceled” when: A client asks to cancel a session and does so in advance of your cancelation deadline A client a...
Count clinician cancels separate from client cancels
This article is relevant for TherapyNotes and Theranest users only. If you would like to count clinician cancelations separate from client cancelation...