Triage Account for Group Practices

account_circle This article is intended for:

  • Practice Owners
  • or Managers
That may need for example a single "provider" account for clients to sign up and register under, and then distribute to and schedule clients for providers.

help What:

TherapyAppointment offers a courtesy 'additional provider account’ for your group. You can create a triage account by creating a new provider account in the system. Steps for that are discussed here: Adding and Managing & Roles. Read on for more information about this handy feature for groups!

In this Article:

Benefits of a Triage Account

A triage account is best for group practices that need to have one or more of the items:

  • Practice incurs a consistent waiting list or needs a place to 'park' a new client until it's determined which therapist to assign them to
  • Prospective Client self-registration [Your practice group does not require the patient to talk with office staff before sending them a portal invite]
  • A ‘group’ patient portal that can be listed on your website where any active client can login

    • Due to the nature of the triage account, this type of account will not schedule (nor treat) clients. This account is simply a holding area for the newly registered client profiles to 'reside', until they are assigned to a treating Provider within the group.

Cost

We offer this triage account for free! block local_atm

Reach out to support immediately after creating your triage account and ask we mark that as a courtesy account mail support@therapyappointment.com

Setting up a Triage Account

privacy_tip Required role:

To set up a triage account, the user must have an Owner or Manager role.
  • Follow the staff article steps here up to clicking
  • When on the Add New Staff Member page shown below, enter the group name here (ex: first name "Therapy & Wellness" last name "Center") and email address of whomever is managing the account, and check off the Therapist role at a minimum, alongside any other roles they may need:

privacy_tip Staff Account Roles & Privileges

info Triage account details will mimic some of the group practice information. 
  • Plug the group name for the account naming details & leave nickname/degree/NPI fields blank
info If the newly created account is going to be used exclusively by someone already with an active administrative account, it is best to inactivate/delete that account. This way the ‘Triage Account’ can be given the role(s) needed.

Also see our portal website linking article here if you wish to have this link on your website, or to send to clients to register or login. →

Additional Resources:

Client Portal Website Linking:

See our globe portal website linking article here if you wish to use this link on your website. You can also configure your registration options.

Triage Account Client Registration Options:

See our Client Registration Process article to learn more about allowing clients to sign up on their own with the triage account if you prefer.

Edit All Client Portal & Registration Settings:

person From the Triage Account:

Additonally, ensure your client portal settings are set up as you prefer it. Once logged into the triage account, go to My Profile (left menu) → find the section Client Portal Settings (also on right menu) and ensure everything is configured how you want it to be for clients registering and using the portal.

privacy_tip From the Owner & Manager Accounts:

You would go to Practice Settings (left menu) → Staff (top tab) → Click on the provider name, loading their Profile → find the section Client Portal Settings (also on right menu) and ensure everything is configured how you want it to be for clients registering and using the portal.

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