CSM/MH -- Client Services Manager - Mental Health

Counseling Practice Management

  

System Architecture Components

Security

• HIPAA Compliant
• Double password
• Therapist sees their client files only (data slice)

Access Management

• On Site -- Access via LAN
• Off Site -- from Laptop via internet
• Off Site -- form hand held (I-Phone, I-POD -Touch, Blackberry) via internet
• Multiple Sites via internet

Client Management

• Profile
• Demographic Data
• Notes
• Geographic Mapping
• Google directions
• File Access Log
• Family, friends, associates, Insurance, etc.
• Engagement/program history summary

Practice Management

• Define Products and Services
• Define programs and Program Requirements
• Define Program Work Flow, rules, terms, etc.
• Administer Practice Members
• Define Member Roles (Administrator, Program Manager, professional, Consultant, Clerical)
• Assign Client to Programs/Engagement
• Assign Member(s) to engagement steps(e.g. intake, Diagnosis, Treatment, Consult, Discharge)
• Track Members (Assignments, schedules, engagements, certifications, licenses)
• Statistical Subjective - Graphical Progress Charting

Work Flow Management

• Administrator defined program requirements
• Requirements assigned to professional
• Completion and progress tracking
• Event alerts

User Messaging

• Secure person to person messaging for practice members
• Event Alerts
• interfaces with Outlook email

Engagement Management

• Enables professional to manage all their clients
• Prompted work list
• Schedule / reschedule (appointments, meetings, personal time, training, etc)
• Service Plan/ Maintenance
• Progress Notes / History
• Chart progress by Service Plan Goal
• Individual and Group Sessions

Billing

• Administer price per service or product / program
• Administer – professional fees payable per member and professional certification level
• Produce Billable events report
• Produce AR/AP Invoices and Payables – (requires accounting modules)
• Produce electronic EDI transmissions -- (requires EDI Module)

Document Management

• Provides Printing of paper forms and documents
• Management of forms and document versions
• Forms can be bar coded and pre printed with client tracking data
• Paper forms issued – are tracked
• Paper forms signed and retuned -- are tracked
• Paper files can be scanned, classified and digitally filed
• E-files (word, PDF etc) can be classified and digitally filed
• All Client/ engagement scanned and e-filed documents are filed in archive-able folders

Technology

• 100% Microsoft Office Compatible
• Source Code Available
• MS SQL Server
• Microsoft Servers (32 and 64 bit)

EDI Billing Interface

Optional EDI transalator/ transamission module for sending EDI 837 information to Medicaid and Medicare trading partners. Mapping to Insurace carrier trading partners is avaialble on a case by case basis

Accounting Interface

Optional UA Accounting System Module provides:

• HR records
• Payroll
• Customers / Third Party Accounts Recievable
• Invocing, Statements, Payments, Deposits, Collections
• Vendors -- Bills / 1099 Employees
• Check printing, Bill payment, check book(s) reconciliation
• General Ledger -- Financial Statements/ Budgets