OVERVIEW

What’s in the system.

  • Self service client portal.
  • Text and email client appointment reminders.
  • Manual or automatic metrics for client outcomes.
  • Obtain electronic signatures via secure email or in person.
  • Send intake and other forms to clients via secure email.
  • Track client payments and generate client invoices.
  • Self service bulk export of charts in PDF and XLS format.
  • Supports online storage of files in client charts.
  • Supports online storage of organization files.
  • Includes user payroll, messaging, and scheduling.
  • Extensive audit logs, including chart access logs.
  • Two factor authentication for user logins.
  • Dedicated database per organization.
  • Servers professionally maintained and backed up.
  • Regularly certified as HIPAA compliant by auditor.
  • Your data belongs to you, and can be exported by you at any time.
EASY TO USE

It’s just a website. Use it on whatever you already have.

ChartCaddy is just a website, which means the system can be used with any device that can browse the web. Certain platforms have native software that can be installed and used if desired.

The system is document-centric and was designed to mimic using paper forms—as simple and consistent as possible.

Woman using ChartCaddy on desktop
Authorization usage tracking when adding chart items
Some values for client forms pulled from previous forms
Prompt and effective customer support
Robust incoming referral management
Scheduled and on-demand submission of claims
ECONOMICAL

Pay for what you use. Nothing else.

Pricing is mainly based on the number of claims generated, whether or not they are submitted electronically. Other optional costs consist of batch claim inquiries, batch eligibility inquiries, instant eligibility verifications, client text reminders, and digital client signatures via email.

There are no other costs except for optional customization at a rate of $40 per hour.

Less Than 1%

of gross revenue — what ChartCaddy typically costs

$40

per hour for optional forms and workflow customization

Monthly invoice based on usage of the system

Pay by check, bank transfer, or credit card

No hardware to buy or maintain

No mandatory start-up costs

Man writing on clipboard
Person inputting documents into computer
CUSTOMIZABLE

Built to be extremely flexible.

In order to make keeping up with market and customer demands as quick and easy as possible, ChartCaddy was designed and built to be extremely flexible. In addition to numerous organization-level configuration options, some examples of customizations are:

Access via the web or with native apps
Optional custom forms and workflow
Configurable payroll, and client payments, client signatures, and more
Data can be imported from select vendors
INTEGRATIONS
DocuSign
Foxit eSign
QuickBooks Online
pVerify
Square Payments
STATE BASED CUSTOMIZATION

Customized support per state.

ChartCaddy can be specialized for any state, but there is especially deep support for Oklahoma.

Oklahoma specific customizations include:
  • OKHCA billing results in hours.
  • Instant submission of ODMHSAS CDCs and author-izations.
  • OKHCA validations for limits like the 35 hour weekly average.
  • ODMHSAS and OKHCA compliant forms.
  • Oklahoma Juvenile Affairs (JOLTS) billing submission.
Man using ChartCaddy on laptop
OPTIONAL ACUITY SCHEDULING

Scheduling that stays in sync, both directions.

Basic scheduling is included but Acuity Scheduling is a third-party website that can be integrated into ChartCaddy that provides robust, HIPAA-compliant scheduling, with many features, at a reasonable cost, and with good customer support.

Changes to client chart items in ChartCaddy are instantly reflected on Acuity and vice versa. Client information, client payments, and blocked-off times are all synchronized.

  • Industrial strength, HIPAA compliant appointment scheduling
  • Client appointment reminders via text
  • Client appointment reminders via email
  • Client self scheduling, including group sessions
  • Client payments with PayPal, Square, or Stripe
  • Embeded scheduling widget for your website
  • Easily initiated video conferences with clients
  • Save credit card details for future sessions
  • Android, Apple, and web applications
  • Optionally require clients to fill out a form before a session
  • Optionally require clients to pay before a session
CLEARINGHOUSE

Mark it Final. The claim goes out.

Another key advantage to using ChartCaddy is the tight integration with a billing clearinghouse. To bill a claim, all an administrator has to do is change the status of a billable chart item to Final

Depending on the client and organization settings, a claim is then automatically generated and uploaded to Medicaid, Medicare, TriCare, Blue Cross, United Health, or over 2,000 other payers. If an electronic remittance is set up for that payer, the status of the claim is automatically updated. Support for new clearinghouses is added when requested.

AdminisTEP
Availity
Office Ally

2,000+

payers you can bill and obtain results for

Instant

eligibility checks across those same payers

woman using chartCaddy on desktop
ONLINE AND OFFLINE FORMS

Forms shaped around your organization—online or on paper.

One of the features that most sets ChartCaddy apart is the ability to customize forms to better suit your organization, and to adjust the workflow of the system to fit how your organization works. Client chart forms can be downloaded as a PDF, filled out, and the information submitted by clicking a button in the PDF. A single electronic form can be at most 12 pages.

doctor flipping through files
All forms can be digitally signed by the service provider
Some forms, like disclosures, can be digitally signed by the client
All information from reports and forms can be printed and exported
Some forms can be downloaded as a PDF and used to submit data when offline
Supports forms such as referrals, assessments, treatment plans, and encounters
HIPAA COMPLIANCE

Attested by a certified auditor, regularly.

Unless you own and operate a server physically located on your premises, your vendor must be HIPAA compliant. One of the requirements of HIPAA is that audits are performed regularly to attest compliance. A certified auditor regularly attests that ChartCaddy is HIPAA compliant.