Mitch M.
Portal=bad, interface and insurance verification=good
Inteface is clean and intuitive for the most part which helps the learning curve. The biggest criticism is that the portal is cumbersome. You have to send patients an invitation to create an account, then they create the account, then you send them an invitation to complete intake paperwork, then they completed the paperwork and upload in the portal. That's too many steps. They should be able to create an account and upload the paperwork on their own. It doesn't need to be any more complicated than a Gmail account. This would especially be helpful for a solo practitioner like me. I want to spend more time doing therapy, not emailing back and forth about paperwork. I don't even use the portal feature because of this. The biggest plus is the instant insurance verification. That saves me a ton of time not having to call the insurance companies to verify benefits.
Response from TherapyNotes, LLCApr 27, 2020
Thanks for the great feedback. We are working on significant new portal features regularly. The upcoming release adds a number of improvements, and a lot more is coming. However, I have some tips for you - Just use the Share Documents button and skip the Send Welcome Email button, and the patient will automatically get the welcome email! You do not need to wait until they create their account before you can send them requests on the portal.




