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The COVID-19 pandemic has thrown the entire rehab therapy industry a major curveball. From contending with patient attrition to figuring out how to provide traditionally face-to-face treatments from a safe physical distance, PTs, OTs, and SLPs are having to roll with a lot of punches. However, in the midst of all the chaos, there is one bright spot: more payers are allowing rehab therapists to provide services to patients via telehealth, thus easing some of the burden brought on by this health crisis.

But, all those changes have left a lot of therapists wondering how, exactly, to go about treating patients remotely. To that end, here are three types of technology—along with a few different examples—that are helping providers deliver excellent care outside of the traditional clinic environment:

1. Video Chat

While you can provide some remote care services over the phone or via instant messaging, you’ll find it a lot easier to use a video call platform. Not only does it simplify the treatment process, but a live video environment also more closely mirrors the in-person experience that patients want and better supports you in developing rapport with those patients.

Ordinarily, you need to conduct a comprehensive risk assessment of any third-party platform you use to provide telehealth or remote care services. However, as WebPT Chief Compliance Officer Veda Collmer, JD, OTR, mentioned in our recent telehealth webinar, during the COVID-19 pandemic, “the HHS Office for Civil Rights is giving providers a little bit of wiggle room. As of March 17, for the duration of the nationwide public COVID-19 health emergency, the OCR is exercising enforcement discretion for healthcare professionals who provide ‘good faith’ telehealth services to patients through everyday communication technologies.” That means therapists don’t necessarily have to go through the entire risk assessment process when selecting a video platform to use during the coronavirus response period.

With all of that in mind, here are a few options the Office for Civil Rights recommends:

That said, we highly recommend picking a platform that will sign a business associate agreement (BAA)—even if that agreement isn’t executed immediately—and conducting a risk assessment as soon as you’re able. Also, keep in mind that certain payers may require you to use a specific video call platform, which means you may end up needing multiple services to receive payment from multiple insurance carriers. So, be sure to reach out to any payers you contract with before proceeding.

2. Secure Email

Next, you’ll need a way to deliver important documents to patients remotely—whether that be through a secure patient portal or an email platform. When sending treatment-related materials to patients, whatever transmission method you use must:

  1. be secure, and
  2. meet HIPAA standards for protecting patient information.

So, before choosing an email platform, confirm with the vendor that the software is HIPAA-compliant—and have the company sign a business associate agreement. Here are a few email platforms we suggest looking into:

3. At-Home Exercise Platforms

Now, let’s dig into the actual treatment side of things. Keeping patients engaged throughout the duration of care is crucial to their success. But, removing the in-person element of treatment can make it extra challenging to maintain patient engagement—which means rehab therapists must get creative with care delivery.

Interactive Games

We are big supporters of anything that helps patients stick to their care plans. One interesting way of doing this is to gamify the process. For example, if your patient owns an Xbox, he or she can use it to play physical therapy-based games as part of an at-home plan of care. This is an excellent way to get patients excited about sticking with therapy—and evidence has shown that it’s highly effective. In some cases, these games can send feedback to the patient’s therapist. For example, MIRA Therapy is a game-based platform that allows providers to track their patients’ progress from a remote platform based on real-time data.

Here are a few other game-based apps and platforms rehab therapists can use to engage with and treat patients from a distance:

  • Dexteria VMI: An Apple-exclusive app that helps patients improve their visual-motor integration skills.
  • P.O.V: An iOS app that improves spatial reasoning.
  • LetterReflex: An ideal app for school-based therapists that helps children overcome the challenges of dyslexia.
  • Articulation Essentials 2.0: An excellent app for SLPs that teaches articulation techniques (also available for Android).

Of course, as with any remote technology you use to provide treatment, it’s imperative that you cross your t’s and dot your i’s with respect to legal due diligence. Additionally, keep in mind that your ability to bill for services delivered via these technologies is highly dependent on payer policies and state practice acts. 

Digital Home Exercise Programs

Speaking of interactive apps, a new movement in home exercise programs is making waves—and making it easier than ever before for rehab therapists to drive positive patient outcomes from a distance. By combining the interactivity of game-based apps with the effectiveness of evidence-based home exercises, digital home exercise programs help rehab therapists create and deliver at-home exercise plans that patients can easily access on their mobile devices. Better yet, a platform like WebPT HEP (which integrates with the WebPT EMR) can help you track patient progress, collect real-time analytical data, and communicate with the patient instantaneously—all from one easy-to-use mobile platform.

Rehab therapists are no strangers to turning lemons into lemonade. And despite the uncertainty we’re experiencing as a result of the COVID-19 outbreak, it seems like PTs, OTs, and SLPs are standing in front of a major opportunity in the form of expanding their use of telehealth. Got any questions about the platforms we mentioned? Drop us a line in the comment section below!

The post Keep in Touch: 3 Technologies That Connect Rehab Therapists and Patients From a Distance appeared first on WebPT.

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Ecosystem. It’s one of those buzzwords that’s thrown around a lot in the channel world. But what does it really mean? And what specifically should you be doing to build a channel ecosystem?

Let’s start with the basics. Think of the Amazon: its flora and fauna all have a role to play in the reciprocal and balanced system that allows them to thrive. The same goes for a channel ecosystem. You, your team, your channel partners and customers are all pivotal parts of your ecosystem; there’s a symbiotic relationship between each. It’s not a top-down structure, and can’t thrive with an every-man-for-himself culture and mentality. A healthy channel ecosystem is interconnected, cohesive and supportive. 

Here’s how to build and maintain a channel ecosystem that will set you up for success.

1. Don’t build it haphazardly.

Partner ecosystems are delicate. You can’t just throw things together and expect them to co-exist. A healthy channel ecosystem takes thought and planning. 

2. Introduce the right players.

You wouldn’t drop a tiger into the Alaska wilderness. Make sure you’re inviting the right channel partners into your ecosystem. When it comes to channel partners, have criteria you use to screen prospective partners. Ask yourself if they are a natural fit with your company and goals, and if they have the bandwidth and resources necessary to succeed. Do they have special skills that will fill gaps in your ecosystem? Don’t be afraid to say no to prospects – mismatched partners are going to disrupt your ecosystem’s balance.

3. Empower your ecosystem.

A healthy partner ecosystem means that all players within it have the knowledge and resources they need to succeed. Allbound allows you to create tiers and limit access to specific content, training, and functionality based on your grouping structure. Tech solutions like PRMs can help you empower the partners in your ecosystem, at onboarding and throughout your relationship.

4. Encourage engagement.

Everyone’s engaged in a healthy partner ecosystem. They’re enthusiastic and always want to learn more. They’re brand fans and proud ambassadors. Are you encouraging engagement? Here are a few tips:

  • Keep your content organized and up to date. Partners lose interest when there doesn’t appear to be any growth within your portal.
  • Utilize incentive programs like SPIFs and MDFs. 
  • Allow partners to easily co-brand materials. 
  • Remember that your partners want to engage with your portal, make it easy for your them to engage. 

You should be tracking engagement, and if partners are just not as engaged as they used to be, ask yourself why. 

5. Use the power of analytics.

Data is your best friend when it comes to monitoring your ecosystem’s health. Use it to keep tabs on everything from onboarding completion, engagement and which training and marketing products are most popular and effective. To learn more about which KPIs you may be missing, check out our articles about partner activation percentages and content engagement averages.

6. Be crystal clear.

An ecosystem will be healthiest when it’s open and transparent. Everyone will appreciate and become more invested in a system that isn’t hiding anything. Promote two-way communication and share information in a timely manner. Have in place a fair deal registration process. You want to prevent clashes within your ecosystem, and should also promote harmony by helping each person understand their role within it, and what’s going on elsewhere. 

7. Promote cooperation.

Help everyone understand that you’re in this together – this isn’t an every-man-for-himself operation. Transparency, as noted above, helps in this, but you can go a step further by fostering a culture that prides itself on cooperation and collaboration. Create opportunities where the entities within your ecosystem can share knowledge, learn as a team, and work together on solutions. 

8. Commit to continuous improvement.

Ecosystems get out of whack sometimes. It’s natural. But you can nip that in the bud early, and help rebalance it, if you are keeping a consistent eye on its health. When you notice something is awry, act on it promptly. If the environment is changing, adapt to it. A commitment to continuous improvement is going to ensure the long-term success of your channel ecosystem, even in an ever-changing world.

The post How to Build – and Maintain – a Healthy Channel Ecosystem appeared first on Partner Relationship Management Software (PRM).

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If you are using CallRail to analyze and optimize your marketing impact, there is an abundance of data at your fingertips. Thankfully, CallRail offers a wide range of reports to visualize this data, ranging from clean and simple to robust and powerful. You can even create custom reports incorporating the measures and dimensions you care about.

Sometimes, though, you may find that you need to export your CallRail data into a spreadsheet. This could be for a number of reasons, such as:

  • On-the-go calculations or aggregations
  • Combining the data with that of other sources
  • Using the spreadsheet as an intermediary between another service (e.g. a dashboarding service like Geckoboard)

Thankfully, Google Sheets makes it easy to get data from external sources through the use of its Google Apps Script editor. With just a few steps, you can create a script to poll any API, retrieve the data and append it to a sheet, then set up a time-driven “trigger” to run the script regularly. The data will update automatically so you can build off of the data input to the sheet confidently knowing it’s up to date.

Below are the step-by-step instructions to get a working example of how to get recent calls from your CallRail account into a Google Sheet.


Step 1: Get a few values from CallRail

First off, you’ll need a CallRail account. If you don’t have one already, start a free 14-day trial today, create a phone number and place a few test calls. Next, you’ll need an API Key. You can get an API key in your user profile section. Check out our support article for more details on how to create a new API Key.

Last, you’ll need to know your CallRail account number for the account that you’re interested in viewing calls from. You can get this number in 2 places:

  1. There is a 9-digit number in the URL of any page in the app, found here:[9-digit-account-number]/… That is your account number.
  2. You can also find your account number by clicking the box in the top left corner, which expands the Account Overview panel. Your account number is directly under “Manage Account


Step 2: Prepare the Google Sheet

  1. Create a new Google Sheet and open the script editor: click Tools in the toolbar, then “< > Script editor”.
  2. Copy + paste the following code into the script editor. It’s okay to remove the dummy function myFunction ().
    var AGENCYID = [your_account_ID]; // like var AGENCYID = 000000000;

    var TOKEN = ‘[your_api_key]’; //like var TOKEN = ‘123abc456def789hij012klm345nop’;

    function getSheet() {

      var ss = SpreadsheetApp.getActiveSpreadsheet();

      var sheet = ss.getSheetByName(“Sheet1”); // you can change this to whatever sheet you want to populate data on.

      return sheet;

    function writeToSpreadsheet(data) {

      var sheet = getSheet();

      var calls = data.calls;


      // if its the first page, clear the sheet and create a header row.

      if ( == 1) {


        var columnNames = Object.keys(calls[0]);




      calls.forEach(function(call) {




    function fetchCalls(page) {

      var dateRange = ‘today’; // you can change this to any acceptable date range.

      var fields = ‘company_id,company_name,direction’; // you can change this to any fields you would like to include.

      var url = ‘’ + AGENCYID + ‘/calls.json?fields=’ + fields + ‘&date_range=’ + dateRange;

      url += ‘&page=’ + page;

      var response = UrlFetchApp.fetch(url, {

        ‘method’: ‘get’,

        ‘headers’: { ‘Authorization’: ‘Bearer ‘ + TOKEN }


      return response;


    function getTodaysCalls() {

      // fetch page one

      var initialFetchResponse = fetchCalls(1);

      var initialFetchResponseJson = JSON.parse(initialFetchResponse.getContentText());


      // now that we have our first response for the api we know the total pages

      // so now start fetching on page 2 and stop on the last page

      var resp;

      var parsedResp;

      for (var i = 2; i <= initialFetchResponseJson.total_pages; i++) {

        resp = fetchCalls(i);

        parsedResp = JSON.parse(resp.getContentText());




  3. Update the script to include your API key and account number (from step 1) and click Save. Lines 1 & 2 are the only lines you should need to update in the code.
  4. Run the script to test that it works properly. In the script editor, select “GetTodaysCalls” from the function dropdown then click the Play icon
  5. Click “Allow” on the prompt requesting permission.
  6. After the script runs, you should see your sheet populate with today’s phone calls.


Step 3: Create a trigger to run the script automatically

Open the Google Apps Script Project Triggers page by clicking the triggers icon, here:

Then click “create a new trigger”. Choose “getTodaysCalls” from the function list, and choose “Time-driven” from the “Select event source” dropdown. Set your preference for how often you’d like the script to run, and click Save.


Other Potential Uses

This script uses the Calls endpoint from the CallRail API, but you could modify the script to include functions to poll any endpoint you wish, such as Form Submissions, Text Messages, Trackers, etc. Or use the Summarizing Call Data by Time Series endpoint to view aggregate call data for an account or company, grouped by date. You could also add various filters, date ranges and field selection to get just the data you need. The full list of endpoints, filters, date ranges, and fields available can be found on our API docs.

With your CallRail data available and updating automatically, you can get the answers you need to maximize your marketing impact and get on with your day.

The post Import CallRail Data to Google Sheets appeared first on CallRail.