Scheduling & calendar
Month, week and day calendars across clinicians and locations, with recurring series, group appointments and automatic alerts when appointments overlap.
Targeted case management software
Targeted case management software for your agency.
EzPraxis TCM records each day’s services, uses authorization units as you write the note, and bills on the same platform as the EHR.
Built for case management work.
Daily TCM progress notes
Record the services delivered each day, group note lists by client or clinician, and move from one note to the next with arrow navigation.
Treatment plans & documentationSupervisor review
Notes go to pending approval for supervisors to approve and co-sign, and supervisors can schedule and edit services for their supervisees’ clients.
Treatment plans & documentationUnits and authorizations
Units come off the authorization as you write the note, with warnings when they run short and dashboard widgets for units by note and billing status.
Authorization managementServices tied to the plan
Each TCM service links to an area of focus and an objective in the client’s treatment plan.
Treatment plans & documentationNo overlapping services
An overlapping service at the same location for the same client or clinician is blocked. Overlaps across locations or with EHR appointments get a warning.
Scheduling & calendarBilling tools for TCM
Update charges in bulk, update insurance with the Insurance Update tool, and create claims from TCM notes with the Insurance Clearinghouse add-on.
Billing & payments
Medicaid billing, from note to claim.
New practices start with a Medicaid payer and its default services already set up. With the Insurance Clearinghouse add-on, each TCM note becomes a claim: generate 837P files for your clearinghouse, then import ERAs to post the payments.
Also provide mental health services?
EzPraxis EHR runs on the same platform, with billing and the control panel shared, and scheduling conflicts checked across both products.
Related features
Authorization management
Keep each authorization's units and dates on file, use units up as you document, and get warned when units run short.
Billing & payments
Follow every service from draft to paid, post insurer payments line by line, and manage fee schedules, client invoices and clinician pay.
Claims & insurance payments
Create claims from appointments and services, generate 837P files and CMS-1500 forms, and import ERAs to speed up payment posting.
Dashboards & reports
Build dashboards from dozens of widgets across clinical, documentation, billing and claims work, and export reports to Excel.
Treatment plans & documentation
Problem-based treatment plans, progress notes and your own templates, with supervisor approval and co-signature.
Questions about EzPraxis TCM.
Can EzPraxis bill Medicaid for TCM services?
EzPraxis creates claims from TCM notes and generates 837P files that you upload to your clearinghouse, with the Insurance Clearinghouse add-on. New practices start with a Medicaid payer and its default services set up.
Can supervisors review case managers’ notes?
Yes. TCM notes can go to pending approval, and supervisors approve and co-sign them. Supervisors can also schedule and edit services for their supervisees’ clients.
Do TCM services repeat on a schedule?
No. Each TCM service is scheduled on its own. Recurring series are an EHR feature.
Can we run TCM and mental health services together?
Yes. EzPraxis TCM and EzPraxis EHR run on one platform, with billing and the control panel shared, and conflicts checked across both.
See EzPraxis with your own workflow.
Request a demo, and our team will walk you through scheduling, documentation and billing in EzPraxis.