馃攳
How to EASILY CREATE CUSTOM forms for your private practice. A bit more about The No Surprises Act! - YouTube
Channel: Matthew Ryan, LCSW
[3]
well hopefully the clouds go聽
away oh gosh it's so sunny聽聽
[7]
terrible all right uh today i have no actual聽
light setup i'm using just the window no聽聽
[13]
it's awful look how bright that is i'm so sorry聽
i'm probably blinding you with my forehead
[21]
okay i think that's a little bit better all right聽
so if you saw my last video i talked all about聽聽
[25]
the no surprises act if you haven't seen it it's聽
linked on i don't know one of these sites go ahead聽聽
[31]
and check it out in that video we talked all about聽
creating a workflow for dealing with things like聽聽
[36]
the no surprises act and i've now done my research聽
i've talked to people about the no surprises act聽聽
[42]
and i've learned that i need to implement聽
something called the good faith estimate聽聽
[46]
this is a form that i have to give to clients聽
specifically out of network clients that describes聽聽
[52]
a whole bunch of different things and so i decided聽
this would be a good opportunity to teach you how聽聽
[56]
to create custom forms inside of simple practice聽
so the reason why i've opted to create my own form聽聽
[62]
rather than use a template is because i personally聽
like to know every single detail on the forms that聽聽
[67]
i give to clients and so by creating it myself it聽
helps me to learn it a lot better so anyway today聽聽
[73]
i'm going to show you the process of actually聽
creating the form you'll see a bit about what聽聽
[77]
information i used to put into the form and聽
in the description below i'll add links to all聽聽
[81]
the information that i used in order to create聽
this form but before we hop into the computer
[96]
all right so here we are in simple practice聽
and now just keep in mind you can do this聽聽
[100]
probably in any ehr software just so you聽
know you can see here i have a split screen聽聽
[105]
and on the right hand side you are going to see聽
my actual template this is what i made inside of聽聽
[110]
simple practice and then i downloaded it and聽
i have put it next to my other screen just聽聽
[115]
as reference all right so that's actually what聽
we're going to create right so on the left hand聽聽
[120]
side here we are in our ehr and so what we're聽
going to do we're going to go down to settings聽聽
[127]
we're going to go to notes and forms and then聽
we're going to go to create new template okay聽聽
[134]
and so what we're going to do we're going to name聽
the template we'll put gfe good faith estimate聽聽
[140]
and now here you want to put this under at聽
least for a simple practice you want to put聽聽
[145]
this underneath assessment so specific to simple聽
practice when we make something an assessment you聽聽
[151]
can pull it up regardless of whether or not聽
the client has an appointment and since we聽聽
[156]
need to give this document to a client before聽
any appointment is scheduled it's going to be聽聽
[160]
important to be able to do that so we're going聽
to start by clicking add new and you can see聽聽
[165]
on my reference sheet a couple of things that we聽
need to know are just patient demographics right聽聽
[171]
so i like to just stick with long answer which of聽
course we don't need a long answer for someone's聽聽
[175]
name but just to give someone extra room and聽
flexibility i like to choose long answer multiple聽聽
[181]
line text and the question would simply be the聽
prompt you can put patient name and then you're聽聽
[186]
going to push save okay and then we're going to聽
do this again so we're going to go to add new聽聽
[191]
we see here that we also need a patient's聽
date of birth and here we can actually choose聽聽
[196]
date which is right here okay and then question聽
again which would be the prompt you can put聽聽
[201]
something like patient date of birth and then聽
we're gonna click save so what you're gonna do聽聽
[206]
is continue to add different elements to the form聽
based off of what you need to have in that form聽聽
[212]
all right so we have patient name patient date of聽
birth and then there's also going to be something聽聽
[216]
called description of psychotherapy services聽
there's going to be something called services聽聽
[220]
that are reasonably expected to be furnished聽
you get the point i'm not going to go through聽聽
[224]
the entire good faith estimate with you links to聽
all the information about that that i used will聽聽
[228]
be down below in the description but essentially聽
you'll continue to do add new and you can choose聽聽
[233]
whatever option works best for you for the most聽
cases because i like the flexibility i'm usually聽聽
[238]
choosing long answer multiple line text however聽
if something is more convenient for you or works聽聽
[243]
better feel free to choose that and try it out聽
now there is a section also that requires you聽聽
[248]
to enter your information and since this will not聽
change you can actually do this a bit differently聽聽
[254]
so the first thing you need to have in here is聽
your name right and this will most likely not聽聽
[259]
change so what you can do to make this easier for聽
you is you can choose single choice radio buttons聽聽
[266]
and then for the question like before you can聽
just type in provider name that will be the prompt聽聽
[271]
you're then going to click answer and you're going聽
to put in your name and then you're going to click聽聽
[277]
save let's go ahead and preview this real quick聽
you're going to see here under provider name聽聽
[281]
there it is there's nothing you need to fill out聽
you don't need to type that over and over you can聽聽
[285]
simply just click that radio button and boom you聽
have your your name there and there's a few other聽聽
[291]
sections you can do just like this such as your聽
tax identification number and npi no need to type聽聽
[296]
these over and over again you can simply click the聽
radio button and have it pop up automatically and聽聽
[302]
then finally there's a section on the good faith聽
estimate for disclaimers and these disclaimers聽聽
[306]
are not something you're going to fill out nor聽
are they something a client is going to fill聽聽
[310]
out they're simply paragraphs or text that you're聽
going to have on your form so what you're going to聽聽
[315]
do is go to add new and you're going to go ahead聽
and click paragraph text no client input and聽聽
[320]
you're simply going to type out your disclaimer聽
then you're going to click save let's preview that聽聽
[325]
real quick and here we go this obviously is not聽
the good faith estimate but it is essentially the聽聽
[330]
building blocks so that's pretty much it hopefully聽
you know a little bit more about the good faith聽聽
[334]
estimate now and the importance of creating custom聽
forms within your ehr software i hope you learned聽聽
[340]
something i hope this was helpful for you and聽
until next time i look forward to seeing you soon
[362]
you
Most Recent Videos:
You can go back to the homepage right here: Homepage