ClinicSource Software

ClinicSource offers ready-made templates for evaluations, treatment plans, and SOAP notes, organized by therapy discipline and built for both adult and pediatric patients. Practices can customize the templates, and therapists record how much help the patient needed and how much of each goal was met in every daily note. Progress and discharge summaries then show how each patient is moving forward.

Claims and invoices are built from visit details already in the system, so staff do not have to retype codes, diagnoses, or appointment information. One click creates all claims and invoices, with billing options by patient, provider, and insurer, plus support for secondary claims and courtesy billing. A claim tracker and financial reports help staff follow up on reimbursements and collections.

CSClear is a clearinghouse service available to ClinicSource customers. Practices can send claims to payers from inside ClinicSource, review rejections and claim status, and resubmit claims. Claims can also be sent in bulk.

Practices can take credit card and e-check payments inside the platform, so they do not need a separate card reader. Once a patient's card details are saved in their profile, payment takes one click. Optional Electronic Remittance Advice (ERA) posts insurance payments back to patient records automatically, and a statement generator creates patient statements and batch statements with balances.

The scheduler has drag-and-drop appointment setting with custom color coding. Staff can view the calendar by therapist, discipline, patient, or appointment type. A built-in conflict checker prevents double booking and suggests the next open times. It also alerts staff when a co-pay is due or a patient has notes attached.

The platform sends reminders to patients and providers by text, email, or phone call. Depending on the rules a practice sets, patients can confirm, cancel, or reschedule right from the reminder. ‘CSRemind,’ a patient communication service, adds custom message wording, timing options of one to three days before a visit, notices to the office for confirmations and cancellations, and a reminder log in the dashboard.

Reports cover both the clinical and financial sides of a practice, including therapist productivity, authorizations, care plans, evaluations, charges, and reimbursements. A referral report shows which physicians send patients to the practice. CSInsights, an analytics service, adds a dashboard that helps managers oversee staff, set priorities, and forecast profitability.