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Physician order tracking for therapy practices. Physician order receipt, expiration, and renewal tracking. Links to associated episodes of care. Automated renewal reminders.
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Provider orders, the physician signature required for insurance, are a stage of the patient lifecycle, not a filing task. MyTherapyWizard assembles the packet, tracks send and receive, stores the signed document, and carries the record into audit bundles.
From the Provider Orders tab, the assigned user opens a patient's order and sees every available document listed by type: evaluations, POCs, session notes, quarterly summaries. Checkboxes select what to include. Export Packet generates a merged PDF server-side, streams it to the client for immediate download, and logs the packet metadata (document types + IDs, who exported, timestamp). The merged PDF is not persisted, only the metadata, which is enough to satisfy the audit trail for what was sent.
Recipients pre-populate from the patient's associated provider record, name, NPI, office, phone, fax, email, and admin accepts or enters different destination info. Send method (fax / email / mail / other), timestamp, and sent-to data all log. Received orders attach the signed PDF (stored at patients/{patient_id}/provider_orders/{uuid}.pdf) OR a link to an external signed document. ProviderSign integration hooks (signed_order_source, signed_order_external_url, ps_order_id) support externally signed orders with the same audit-bundle retrieval pattern.
Product screens, workflow diagrams, and example outputs. Replace each slot with a real screenshot or illustration.
The technical architecture, API integration points, and data model that make this feature work the way it does.
Checkbox-selected documents from the patient's record merge into a single PDF. Streamed to the client for immediate download; not persisted in MyTherapyWizard. Packet metadata (document types + IDs, who exported, when) is what's stored, satisfies audit trail requirements.
Structured provider record: name, NPI, office_name, phone, fax, email, taxonomy_code, credentials (MD, DO, NP, PA), npi_validated boolean + timestamp. Many-to-many with patients via patient_providers, a patient may have multiple ordering providers.
patients/{patient_id}/provider_orders/{uuid}.pdf. External signed documents stored as URL reference. signed_order_source enum: internal | provider_sign. Audit bundle retrieval handles both source paths.
Sent orders without a received date past the configurable workday threshold surface as Overdue in the Needs Action tab. Pending / Sent / Received / Overdue chip transitions drive the worklist automatically.
No separate fax log, no order-tracking spreadsheet, no 'did we send that?' moments. Status is visible per patient, per order, in one view.
Signed orders attach to the patient at a known S3 path. Audit bundles retrieve them automatically. Nothing to assemble at audit time.
Provider Order permission is per-user, not Admin-only. Multiple users can be assigned; their view filters to their assigned patients.
Book a 30-minute walkthrough with our clinical team. We will show the exact workflow for your discipline and caseload.