Question I need to find if a patient has been scheduled for any appointments in the future. How can I do this without looking at a day or week at a time. Answer There are a couple of ways to easily search for a patient's appointments. 1) You can select the…

For instructional video on creating users, click here. In order to add users to Office Therapy, you must be logged on as a User with Master Access (i.e., a user with full administrative rights). To add a new user, click the File menu and select Maintain User…

When transitioning to Office Therapy from other billing systmes, you may wish to enter previous balances into Office Therapy. Assuming you have already entered your clients in the system, you can enter a previous balance for each client in the Charge Client…

Please note that TheraManager DocuTrac cannot tell users what payer ID to use. You will want to check with your clearinghouse, insurance company, or check on the patient’s insurance card. Click on Insurance Companies under View Select the Insurance Company…

Question: How do I use my own stationery for statements in Office Therapy? Answer: Go to File > Administration > Maintain Company Information On the first tab – Company Information, click on Browse on the right hand side of this screen. Browse to…

This requires Office Therapy version 10.0.38 or higher. The Hospice Employee Indicator code will be included for each line item in the electronic claim if the following conditions are met: The Insurance Company name must include "Medicare". It does not matter…

How to add new database for Office Therapy? Double Click on the Office Therapy DB Manager on your desktop Click on Create Database Click on the Refresh Button to select the ‘Server Name’, once the Server Name appears, input the Database Name you wish…

Go to View and select Payment Methods Click Add Fill out the information and once done, click Ok

You can add your own fields for the Client Setup, Provider Setup, Insurance Setup, and Transactions (i.e. Charges and Payments). So for example, if you need a field under the client setup for Preferred Contact Method, you can add it. 1. To add a New Field…

Applying Credits The best practice is to use the Amount Unallocated column in the patient’s ledger. This will allow the users to manually apply the credits to the correct date of service and give them full control of credits. In a patient’s ledger there…