Pre-Screening & In-Take Forms

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Our mental health pre-screening forms streamline your intake process Premium feature

How long do you spend pre-screening prospective new patients/clients? Initial screening calls (not to mention phone tag!) take an inordinate amount of your time, and the majority of online web forms out there are not HIPAA-compliant. Our secure, HIPAA-compliant patient intake form covers the essential clinical, scheduling, and payment information that therapists and mental health professionals need to know in order to move forward in the screening process.

In addition, your Public Profile is displayed on the same page, making it easy and convenient to show your general availability and information alongside the request form. And, we will time-stamp your availability for you automatically, which prospective patients/clients overwhelmingly prefer when faced with contacting multiple clinicians.

Once a request is accepted, you can streamline the intake process even more by having patients and clients:

  • fill out their own demographic info
  • enter their credit card info
  • book online
  • e-sign policy forms
  • complete rating scales
  • complete questionnaires, which can automatically populate your intake note with one click!
  • and more in the portal
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Pre-screening Request Form

Here’s an example of how mental health clinicians can use our pre-screen request form:

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Click/tap the image to zoom-in
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Groups Pricing

THERAPIST LITE
THERAPIST UNLIMITED
PRESCRIBE LITE
PRESCRIBE UNLIMITED
Pay Annually
(per month, per clinician)

$19

$39

$79

$119

Pay Monthly
(per month, per clinician)

$29

$49

$99

$149

AMA CPT® code annual use license

  • Applies to all users, including assistants, trainees, and clinicians, who use CPT® content
  • Luminello is legally required to collect this fee; payment goes directly to the American Medical Association
  • Begins on day 31 of your subscription and is billed in full for the calendar year at that time
  • No pro-rating or refunds allowed by AMA
  • Renews every January on a calendar-year basis

Prescriber Pricing

ERX ONLY PLAN
PRESCRIBER LITE
PRESCRIBER UNLIMITED
Pay Annually
(per month, per clinician)

$39

$79

$119

Pay Monthly
(per month, per clinician)

$49

$99

$149

Therapist Pricing

ESSENTIALS
THERAPIST LITE
THERAPIST UNLIMITED
Pay Annually
(per month, per clinician)

$0

$19

$39

Pay Monthly
(per month, per clinician)

$0

$29

$49

Monitor clinician & practice quality indicators

  • Integrated measurement-based care to track clinical outcomes
  • Review clinician quality of care
  • Compare clinicians to group-wide rating scale measurements

Measurement-based care

  • Integrated measurement-based care to track clinical outcomes
  • Review clinician quality of care
  • Compare clinicians to group-wide rating scale measurements

Practice management reports

  • Accounts receivables summary
  • Billings not invoiced yet
  • Billings not submitted to insurance yet
  • Claim status tracker
  • Clinical hours scheduled per week per clinician
  • CPT code by clinician
  • CPT code by payer
  • Date of last visit
  • Denied claims by payer
  • End-of-day appointment activity report for billers
  • Income by clinician
  • Invoice status tracker
  • Measurement-based care metrics by clinician by chart
  • Measurement-based care metrics by clinician vs practice average
  • No show tracker
  • Outstanding claims by payer
  • Outstanding invoices (30-60-90 day report)
  • Overdue tasks
  • Telehealth vs in-person
  • Unsigned notes

Notes per month

  • Includes all note types (free text, intake, SOAP, vitals, rating scale, and lab notes) for all charts. For example, you could write 1 note for 30 patients/clients, 2 notes for 15 patients/clients, etc.
  • For plans with a note limitation, you can upgrade once you hit the limit, or wait for the next billing period to begin (for annual plan users, you can wait until the date of your sign-up in the next month).
  • Read this for full details about limitations.

Group Practice: Total EMR Cost Comparison

Group practice pricing calculator

Select the number of licenses for your team from each plan to see the subscription cost.

Group practices

  • Unlimited clinicians
  • Unlimited locations/branches
  • Fine-tooth permissioning of roles
  • More group features coming soon

Automated chart importing

  • We'll send you a .CSV template (used in Excel, google spreadsheets, etc), into which you can export the demographic info of your charts
  • We'll upload it automatically to create your charts for you
  • To import other info, see our custom chart importing option

Unlimited admin assistants

  • Admin assistants can enter admin notes, generate statements, send messages and lots more, based on permissions you set
  • Also great for inviting colleagues for “vacation coverage”

Invoicing + auto-pay

  • Send and track invoices easily
  • Send auto-reminders for payments due
  • Set up invoices to be automatically paid on their due date with our credit card payment integration

Pre-screen form in public profile

  • Prospecitve patients and clients can request an evaluation without having to call you
  • Key info around clinical needs, scheduling and bililng captured
  • Review and track requests, and easily reply back via the portal

Get started with paperwork quickly!

  • Pre-built admin forms patients & clients can e-sign
  • Pre-built templates for intakes and followups
  • Pre-built questionnaires that can auto-populate a note
  • You can also build your own custom forms, or hire us to build them for you

Additional premium-plan support options

  • Chat available from within the EMR
  • Screenshare and phone support - book a time online that works for you
  • Standard email support also available

Expand Your Practice with Telehealth

  • Link to your free or premium doxy.me account automatically
  • See your video appointments at a glance on your calendar
  • Patients/clients can go to your virtual waiting room from their dashboard with a click
  • Luminello users receive a discount on premium accounts, which feature HD video, screenshare, and more. They are set up by and paid directly to doxy.me.

Expand Your Practice with Telehealth

  • Link to your free or premium doxy.me account automatically
  • See your video appointments at a glance on your calendar
  • Patients/clients can go to your virtual waiting room from their dashboard with a click

E-prescribing

  • Send controlled substances ($79 one-time fee for DEA-required IDP)
  • E-prior authorizations
  • Integrate with your state PDMP (optional)
  • E-refills
  • E-cancel and e-communicate with participating pharmacies
  • Formulary checker
  • Drug-drug interaction checker
  • Add prescriptions to notes with a click
  • Import existing DrFirst rx account ($150 charged by DrFirst)

Custom chart importing

We offer additional help to make importing your data and charts faster and easier.

  • Free automated imports of demographic info using our template
  • Custom one-on-one service, starting at $79/hour:
  • PDF uploads of each chart's previous notes.
  • Send invites to your patients/clients to create portal account.
  • Enter billing, appointment and/or pharmacy info for each chart.
  • Additional custom options available.
  • View service and pricing options

Insurance claim submissions

Easily submit insurance claims via our partner ApexEDI

  • Pricing includes ERAs and eligibility checks
  • Chart billing history gets updated automatically.
  • Advanced functionality, such as checking eligibility and more, is available in your unique ApexEDI portal
  • View integration and pricing details

Integrate credit card payments into your charts

Live customer support  •  Chart integration  •  Portal payments

Together with our partner Bluefin, we offer credit card functionality integrated into your charts, client/patient portal payments, competitive rates, PCI security compliance support, and a human on the other end of the phone if you have questions.

credit card pricing

Contact us or Bluefin directly at 800-675-6573 ext:7802

Custom forms & templates

Hire us to create custom questionnaires and templates for you.

  • Send us a blank copy of the form or template you'd like us to build.
  • We will review and provide a time and cost estimate, based on a rate of $79/hour.
  • View service details

Order labs electronically

  • Send orders and receive e-lab results
  • No more hassle of handwriting lab slips or results never showing up
  • Add results to the chart with a click
  • E-labs is subject to approval by participating labs. Luminello does not control whether your practice will be approved.

Enhanced messaging

  • Send out-of-office replies
  • Create a custom signature
  • View read-receipts

Enhanced patient/client portal

Patients/clients can:

  • See their next appointment
  • Create their own billing statements
  • Enter their credit card info and pay their bill
  • Enter their own demographic information
  • E-consent to practice policies or other documents
  • See a customized message (e.g., out of office notice)
  • Link to a Google map of your office

Keep your practice in sync

Manages your tasks across your entire practice and every chart

  • Create practice-wide or chart-specific tasks
  • “Yellow sticky” reminders when you open a chart

Charts shortcuts

  • Text snippets let you define "stock phrases" with quick typing shortcuts. Saves ooodles of time!
  • One click from the dashboard creates pre-cloned notes ready for you to edit for ALL of today's patients/clients.
  • Keep track of tasks for each patient/client - and let the "yellow sticky" remind you each time you pull up the chart

Save time. Let them book online.

Online booking allows your patients/clients to book appointment via the portal for exactly when, what, and where you specify.

  • Allow your patients/clients to book appointments from the portal
  • Set custom time slots to make available for online bookings
  • Specify appointment length and "padding" between appointments
  • Only shows available openings in the portal, not your entire calendar
  • Receive notifications when appointments are booked
  • Display your cancellation policy

Easy-to-use rating scales

Integrated assessment tools with just a few clicks.

  • Choose from nine common rating scale assessments.
  • Send your rating scales directly to the portal, or administer and complete yourself during appointments.
  • Add the responses to your charts with just one click.

Create custom questionnaires

Our questionnaire form builder allows you to create your own forms for your patients/clients to complete.

  • Compose your own intake or follow-up forms.
  • Send your questionnaires directly to the portal, then get notified once they are completed.
  • Add the responses to your charts with just one click.
  • Pre-fill the answers into a note with just one click.

Create custom note templates

Our form builder allows you to create your own unique note templates for your practice.

  • Add checkbox, dropdown, multiple choice, and text fields.
  • Beautiful, clear display in chart when note is complete.
  • Or, hire us to create custom forms for you – ask us for a quote.

E-prescribing

  • E-rx, including controlled substances (EPCS), in all 50 states
  • E-refills
  • E-cancel and e-communicate with pharmacists (participating pharmacies only)
  • Formulary checker
  • Drug-drug interaction checker
  • Add prescriptions to notes with a click
  • Links to The Carlat Report med information sheets
Due to the highly regulated nature of e-prescribing, set up is a multi-step process that includes identity proofing, working with a “trusted assistant” and setting up a second device to give you one-time codes. But don’t worry, we’re here to get you through it…and we promise e-prescribing is a breeze once set-up is complete!