How a Visit Works, From Booking to Getting Paid
- 1They bookPatients book online from your scheduling page, with reminders sent before the visit.
- 2They fill in formsSend intake, PHQ-9, GAD-7, pain and function, med spa screening or nutrition forms from a private link. Scored forms land in the chart.
- 3You see themIn person or by video visit, with their allergies, alerts and diagnoses at the top of the chart.
- 4You write and sign the notePick a template, write the note, then sign it. Signed notes lock; later changes are signed addendums.
- 5You billBuild a superbill with diagnosis and procedure codes and your NPI. Turn it into an invoice the patient pays online, and track the insurance claim until it is paid.
Why BlissPoint Access over SimplePractice, Jane App, Tebra (Kareo)?
- ✓One login for the clinical side and the business side. Charts and notes sit next to scheduling, video visits, invoicing, payroll, bookkeeping, e-signature consents and marketing, where most practices pay for separate apps.
- ✓Note templates for the way you work: SOAP, DAP and therapy progress notes, PT and chiropractic evaluations and daily visits, dietitian ADIME notes, and med spa treatment records with product, lot and units.
- ✓PHQ-9 and GAD-7 are scored the moment a patient sends them in, and an answer that needs attention, such as PHQ-9 item 9, is flagged on your Today screen.
- ✓Every time anyone opens or changes a patient record it goes in an access log: who, what and when.
- ✓Patient records open once business associate agreements (BAAs) are signed with every provider that would hold them. Until then, Practice runs in setup mode with sample patients, so you can set up templates, forms and fees before you move over.
What comes with the practice
Practice software covers charts and billing. A practice also needs payroll, books, marketing and contracts.
| Part of running a practice | BlissPoint Access | Typical practice software |
|---|---|---|
| Charts, notes, intake forms, superbills | Included | Included |
| Scheduling, reminders and video visits | Included | Included |
| Payroll and staff HR | Included | Separate service |
| Bookkeeping and financial reports | Included | Separate service |
| Email and social media marketing | Included | Separate service |
| Contracts and e-signatures for vendors and staff | Included | Separate service |
Sending insurance claims electronically is on the way through a clearinghouse partner; today you track each claim's status here.
What You Get
- Patient charts: demographics, insurance, allergies, medications, diagnoses and alerts
- Note templates for therapy, chiropractic, physical therapy, nutrition, med spa and clinics
- Notes that sign and lock, with signed addendums
- Intake, PHQ-9, GAD-7, pain and function, med spa screening and nutrition forms from a private link
- Automatic PHQ-9 and GAD-7 scoring with flags for answers that need attention
- Superbills with ICD-10 and CPT codes, your NPI and tax ID
- Superbill to invoice in one click, paid online by card
- Claim tracker: submitted, paid, denied and appealed, with days waiting
- Before and after photos kept with the chart
- Access log of every view and change to a patient record
- Scheduling, video visits, client portal and consents with e-signature
Frequently Asked Questions
Who is it for?
Small, independent practices: therapists and counselors, chiropractors, physical therapists, dietitians, med spas and small clinics.
Is it HIPAA compliant?
Patient records open once business associate agreements (BAAs) are signed with every provider that would hold them. Until then, Practice runs in setup mode with sample patients, so you can set up templates, forms and fees before you move over.
Can I submit insurance claims?
You can build superbills with diagnosis and procedure codes and track each claim's status. Sending claims electronically through a clearinghouse is on the way.
Do patients need an account to fill in forms?
No. Each form is a private link that opens on any phone or computer.
Does it do e-prescribing?
No. Practice is built for practices that don't prescribe, or that prescribe through a separate e-prescribing system.
Is my data safe? Could I ever lose my work?
Your work is saved as you go, and our database keeps a rolling restore point covering the last 6 hours, so a recent mistake can be undone to the minute. Every night we also back everything up to a separate, encrypted cloud storage provider, keeping every nightly copy for 35 days and one copy a month for a year. Because the backups live with a different provider than the database, an outage or problem at one never takes your work with it.
Ready to use Practice Management?
It comes with every BlissPoint plan, along with every other tool your business needs. Try it all free for 14 days, no credit card needed.
Other Useful Tools
Coming Soon
A look at what's next as BlissPoint Access keeps growing.
The Next Chapter
Payroll and benefits, embedded business banking with virtual cards, business insurance, international money transfers and small business lending — joining the invoicing in any currency and credit building that are already live.
Creator Payments, Merch & Livestreaming
Tips, memberships, digital products, print-on-demand merch and livestreaming — joining the creator home page, owned audience list and Lifeboat backup that are already live.
Education & Tutoring Platform
AI-guided lessons plus live tutors for languages, music, art, trades, and more — for students and lifelong learners alike.
Even More on the Way
An all-inclusive property management suite, human resources software, personal finance tools, more wellness and mental health tools, and much, much more…