Creating & Sending a Good Faith Estimate using the Client Portal
You can create and send a Good Faith Estimate in TherapyMate and send it to a client using the Client Portal. Go to the client's Notes & Documents tab and click on the Create a Note drop down on the right side of the page. You will see an option for Good Faith Estimate in the list.
Select the Good Faith Estimate option and the template will appear. You can create an English or Spanish version of the estimate by selecting the appropriate radio button.
Most of the data fields will automatically be filled in for you if the clients information page contains the data already.
You will need to complete the following fields:
1. Enter the Description of services
2. Add the service codes you will provide by clicking the + Add Service link. Add as many service codes as you like.
3. Estimate the total cost of all services that will be provided. If unknown, maybe you could give a typical example of what the client could expected. The box can contain alpha and numeric characters. In the disclaimer area you'll notice a sentence that says: Total charges will depend on how many appointments are scheduled and completed over time.
4. Choose whether or not the client has an appointment. If the client does have an appointment already scheduled, choose the date of the appointment from the First session scheduled at drop down.
5. Add the service location where the services will be delivered by the clinician
6. The disclaimer is provided using the recommended language. You can add additional information to this area as needed. The information you add will be relevant for this one client only. The changes are not saved for other clients.
7. Choose the diagnosis codes if it is known at this time. If you don't add any diagnosis codes, there is a sentence on the completed document that says: Please note: It may not be possible to provide the Diagnosis(s) until the clinician has met with the client.
Click the blue Add button when done. A preview of the Good Faith Estimate will appear next. Click the Send to Client button to send the estimate to the client via the Client Portal.
Please Note: The client must have been invited to the portal prior to you sending the estimate. The client must have a client portal username and password to login.
The client will receive an email that asks them to login into the portal to view and sign the Good Faith Estimate. When the estimate is signed and saved, a copy will be automatically added to the client's documents area at the bottom of their Notes & Documents page.