Once appointments are entered in the Calendar, they are automatically listed in the Appointment List window for all providers. To open the list select Appointment List from the View menu. You can schedule, edit, or delete appointments in the list window.…

Select a client and right mouse click on the selected client. Choose Appointments. If the client has any future appointments, a list of those appointments will show otherwise you will receive a message that ‘No future appointments found for this Client.’…

Go to the Calendar Right mouse click in the Calendar and select Calendar Properties Under Time Scale, adjust the beginning and end of day. It is recommended to extend this out by 1 hour past your end date. (E.g. the office hours are 8:00 AM to 5:00 PM however…

You will need to turn off the electronic filing. There are several different ways you can turn off the electronic filing. Using the Electronic Filing Setup Go to File menu, select Administration, and click on Maintain Electronic Filing Information You will…

If you have received a rejection stating the type code for Medicare is incorrect: Modify Client Setup Go to Insurance tab Click on Additional button Under Medicare Type Code and select the desired code that Medicare is requesting from the dropdown

Below is the webinar for "Best Practices for Billing in Office Therapy".

Claims not showing in Claims Manager If claims not showing in Claims Manager, check the following: Insurance start date needs to be same day or prior to the charge. This can be found under the Insurance tab in the Patient’s setup. File Claims is checked…

Duplicate patient in Office Therapy If you notice that there is a duplicate patient in Office Therapy, do not delete the patient as it can cause both accounts to be deleted. The only option to retrieve the account is from a previous backup. For more information…

Office Therapy - exporting records from Office Therapy You may export patient demographics, provider’s demographics, and insurance information however you cannot export financials from Office Therapy. To export data from Office Therapy it is recommended…

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…