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Fredwin Software (Demo) Ideas Portal
Categories Efficiencies
Created by Guest
Created on Jun 30, 2023

Have Monarch require session notes be complete prior to billing for sessions

Therapist accumulate a backlog in session reports that require follow up and resources in follow up. This results in frustration for therapists when they need to backtrack and allocation of team resources to emailing and calling to ensure this requirement is completed. It leads to a poor therapist experience. Customers are often not aware of the requirement or that their therapist may be lagging in this metric

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  • Admin
    Atoosa Teymouri
    May 27, 2024

    Thank you for your idea. We are addressing the problem of service tracking difficulty for session reports with two enhancements:

    • Smart notes

    • Automating the billing of session reporting when a report is generated.

    We'll monitor the impact of these enhancements and keep this idea on our backburner to consider further if needed.

  • Guest
    Jun 30, 2023

    Similar to submitting an expense without a receipt or submitting an insurance claim without a receipt. They need to go together to qualify for payment.