4 Automation Tools You Need To Have In A Practice Management System

Operating a therapy practice keeps you busy, so it’s helpful to automate as many tasks as you can. Here are some automation tools to look for in your practice management system.

Your therapy practice is growing, and you have more and more patients to keep up with. Taking the time to manually handle records, appointments, and billing can take the focus off of your real passion – your patients. Let CounSol.com handle your practice management system so these tasks can be automated and off of your plate.

Automate Your Appointments

Traditional therapy appointments were made one-on-one, over the phone, or in person. This was in the time before the internet, or at least before the advent of practice management systems (PMS). Nowadays, a practice’s PMS can handle many administrative tasks automatically without taking valuable time away from patient care.

Practice management system software can handle all aspects of patient appointments. Patients can log into your system and set or change their own appointments, freeing up time on the phone or the computer making and updating your practice’s calendar. Patients also enjoy the freedom and autonomy of managing their own schedule without having to make a phone call.

Automate Your Patient Information

How many times have you gone to the doctor’s office and, after checking in, you’re asked to fill out pages of forms? Often, a practice will need to update patient information manually at every appointment just to make sure nothing has changed.

CounSol.com’s practice management system software can update this task for your administrative staff. When a patient sets up their appointment online, they’ll be asked to update their information. Do they have a new address, prescription, or insurance policy? The information they enter will automatically populate into your PMS, saving time and loads of paperwork.

Automate Collecting Patients’ Insurance Information

Another administrative task that takes up valuable time is collecting a patient’s insurance information. Having the correct policy number and insurance company’s contact information, among other data, makes the entire billing process run much more smoothly. But, it takes time to input this data and keep it current. Having your practice management system handle this task speeds up the process and gets you paid faster.

Automate Your Billing

In the past, a practice would need an entire department to handle billing. Now, with CounSol.com’s practice management system software, billing is a breeze. You’ll be able to send notifications via email about a patient’s invoice. They will pay their invoice with a credit card on our secure portal, using our third-party payment processing partner. 

All payments take place through your portal, so there is zero manpower needed. No phone calls, no drafting email reminders, and no handling money. You’ll be able to keep track of payments online, and you will be alerted to any unpaid invoices.

What More Can Our PMS Do?

  • Custom Client Site matches your current website.
  • Secure Messaging keeps your patient discussions secure.
  • Secure Client Records and Notes are encrypted and backed up regularly.
  • Client Treatment Plan Templates make creating plans simpler.
  • Secure Live Video Sessions and Chat ensure that telehealth services are HIPAA- compliant.
  • And more

At CounSol.com, our goal is to streamline your therapy practice, automating administrative tasks so that you can focus on your patients. Our clients love their CounSol.com PMS. Amber M. gives our practice management system five stars:

“I am a big fan of CounSol. It makes managing my practice a breeze with their automated session reminders, billing and invoicing, and communication with clients. I like how everything is in one place and very easy for both myself and my clients to use. In addition, my customer service rep is always quick to respond and very helpful. Excellent Experience!” Amber M, LPC, LLC

When you’re ready to take your therapy practice to the next level by automating your administrative tasks, contact CounSol.com. We are ready to work with you.

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