Once you've logged in to TA2.0, you will want to go to Today and see who is on today's schedule.

    Is anyone new on the schedule for today? Make sure to review Documents & Insurance forms for anyone scheduled prior to the appointment.

    Each name listed in the Today view allows you to expand that appointment information, giving you the below access, which includes the Docs & Forms option.

    Click the numbered markers to learn about Logging In with 2.0. ZOOM in on the image as needed.

    1

    Username

    When creating a Username refer to the requirements on the page when setting up your log in information.

    2

    Password

    Create a password that will be easy enough to remember but not too obvious (do not use your birthday, name, etc). **Utilizing characters or random letters can also keep your account more secure.

    3

    Log-In Duration

    You may select how long you wish to be logged in from the computer you are using.

    *NOTE: Your TA2.0 username/password  will be the log in credentials.

    4

    Password Retrieval

    Select 'Forgot Password' if needed. Once this process is complete,  a password reset email will be sent. 

    **NOTE: Make sure you access the email account that is on file. You might have to check your spam folder also!

    WATCH the Account Setup VIDEO, and READ the sections covering Schedules, Charting, and Claims.

    2.0 Dashboard

    Instruction: Click the numbered markers below to learn more about the 2.0 Dashboard home page view. *AUDIO is included for each number (make sure the volume is turned up for your computer). ZOOM in on the image as needed.

    table-schdule
    1

    Two-Factor Authentication

    Listen for a quick overview.

    {HOVER OVER/ZOOM IN on Image}

    2

    Practice Settings

    Listen for a quick overview.

    {HOVER OVER/ZOOM IN on Image}

    3

    My Profile

    Listen for a quick overview.

    {HOVER OVER/ZOOM IN on Image}

    4

    My Schedule

    Listen for a quick overview.

    {HOVER OVER/ZOOM IN on Image}

    5

    Master Schedule

    Listen for a quick overview.

    {HOVER OVER/ZOOM IN on Image}

    6

    Accounting

    Listen for a quick overview.

    {HOVER OVER/ZOOM IN on Image}

    READ and CLICK the Right Arrow (>) for each Flashcard below to learn about My Profile.

    My Profile View

    My Profile in 2.0, located on the left-hand menu, enables options for managing or updating your individual profile settings, such as: 'Personal Information', 'Name and Title', and 'License and Identification'.

    Additional My Profile sections

    Additional access within My Profile includes Individual Billing and Contact Information, 'Calendar' and 'Session Settings' and more. Each of these can be managed by the user for their individual profile.

    CPT Codes

    The TA2.0 CPT Code default settings will be based upon what the Practice Manager or Owner set up. Before updating these settings, check first with your Practice Manager or the Owner (if applicable).

    Forms & Templates

    Forms and templates can be managed by the Therapist or Office Manager. Here is also where you can:

    • Manage a standard set of client documents to be sent out
    • Auto-assign
    • Set-up electronic signatures (e-sig)
    • Require/verify that document or form has been read

    Further Review

    These sections briefly cover the useful sections housed within My Profile. For a further, in-depth review, use the drop-down menu from the Help section and select YouTube Playlist: New Customers Start Here and select the video covering 'My Profile Overview'.

    READ and CLICK on each card below to learn about Biographical Forms/Chart Templates/Chart Options.

    Biographical Forms

    If you have enabled the biographical form, you can add and arrange questions here.

    **NOTE: You CANNOT remove default QUESTIONS. You CAN remove custom QUESTIONS you created.

    Chart Templates

    chart

    Chart Options

    To change the existing default chart style, select from the drop-down, then click Save.

    Here is where you can add templates for charting and include auto-generated information, such as appointment start times, cpt codes, and diagnosis.

    Calendar Set Up

    Setting up your Calendar is a vital process for your practice to run smoothly. These steps will guide you on how to begin. 

    Click within the Table of Contents to discover other learning modules. **Content is found BELOW the Table of Contents.

    Client scheduling allows your clients to self-schedule online, based upon the days you have setup in TA2.0.

    **NOTE: Skipping/missing this step requires users to re-do the entire availability schedule.

    tab1

    Take time to clearly understand and complete the Client Scheduling first steps, before defining whether you are allowing for client scheduling on certain days.

    Don't forget to fill in your Availability start and end times.

    Make sure to click SAVE (blue button, bottom right) when ready to complete.

    **NOTE: You will have an option to come back/set the availability for each day you selected 'No'. Instruction is included in the PDF quick guide.

    tab2

    Please add availability slots which model your typical weekly schedule.            

    If you would like to start again, you can use the "Clear Availability" button.                

    Marking 'No' allows you to define which days you do not want to allow clients to self-schedule.

    **NOTE: If you need to change your availability schedule, you will click 'Clear Availability' and START FROM SCRATCH.

    DOWNLOAD this PDF for a Step-by-Step process to Setting up your Calendar.

    **PLEASE NOTE: Practice Settings (this module) are only for the group owner and managers.
    • Clicking Practice Settings from the left-hand menu will bring up options to edit/update practice-wide settings, including: Practice name and tax ID/NPI info, Office locations, staff and chart templates.
    • The Billing & Insurance top tab offers the user to set up and configure settings focused on practice-wide CPT Codes, setting up payment processing (Cayan/TSYS) and manual card processing, defining Therapist-specific CPT codes, Claims and Insurance features.
    • Chart Templates are where you create charting templates for the entire office / all therapists, practice-wide.

    New Client Workflow

    InstructionClick the numbered markers below to learn more about this Patient Workflow. **AUDIO is included for each number, giving a brief overview. ZOOM in on the image as needed.

    new-client-workflow
    1

    Today

    Listen for a quick overview.

    {HOVER OVER/ZOOM IN on Image}

    2

    Week View

    Listen for a quick overview.

    {HOVER OVER/ZOOM IN on Image}

    3

    Add New Client

    Listen for a quick overview.

    {HOVER OVER/ZOOM IN on Image}

    4

    Patient: Henry Hidalgo

    Listen for a quick overview.

    {HOVER OVER/ZOOM IN on Image}

    5

    Calendar Settings

    Listen for a quick overview.

    Below are a list of questions to ask yourself when New Client information is to be added. DOWNLOAD the included PDF document for step-by-step details.

    New Client Documentation

    Do you have paper copies available for the New Client?

    Have you scanned/documented their insurance card?

    Do they understand and have access to the Client Portal?

    CLICK the box next to the course learning confirmation.

    When you see this Information box, pay attention to the details it contains!

    Audio and Captions are automatically turned ON in this video simulation. CLICK the PLAY button to begin.

    *You will CLICK the appropriate area as/when guided by the narrator. IGNORE the Prev/Next buttons, they are deactivated. You will move through the practice by clicking correctly!

    CONGRATULATIONS!! Great work on navigating a few Client Details options.

    READ and CLICK the Right Arrow (>) next to each Flashcard to learn about TA2.0 Support options.

    TA2.0 Support

    Whether it is a step-by-step article online, a comprehensive video tutorial, or submitting a ticket to our support team, TherapyAppointment strives to offer many ways to support and help you make the most of the TA2.0 system.

    Support Center - Published Articles

    For comprehensive step-by-step guides to our software, visit the TherapyAppointment Support Center. Here, we’ve published concise, articles to help you learn and understand features and functionality.

     

    To access these, click on Help from the top of your TA2.0 screen. Select Have a Conundrum from the drop-down menu.

    Training Videos

    Videos walk though setting appointments, managing your schedule, charting, notes, insurance submissions, payments and much much more.

     

    Videos are easily accessible anytime within the TA2.0 system. Click on Help from the top of your TA2.0 screen, select Help Videos from the drop-down menu.

    Support Request

    Another way to receive support is to submit a support request!

     

    To locate service request information in TA2.0, click on Help from the top of your TA2.0 screen, click Have a conundrum?. On the right hand side of the menu, click 'Email Us' to file a support request.

    Calling our Support Team

    We’re here when you need us! For the fastest service, let us know how we can help using our support request.

     

    Support Hours: Monday through Friday, 9:00 am to 5:00 pm, Eastern Time. Phone: 1-(800) 242-2127 *choose from the 'Tech Support' or 'Insurance Support' options.

    Help Center

    Helping You is Our highest calling!

     

    We’re making it as easy as possible to get the support you need.

     

    If you have questions, there are lots of ways to find answers or get help. Find it, fix it, and get back to doing what you love!

     

    READ and CLICK the Right Arrow (>) next to each Flashcard to learn about Accepting Payments.

    Accepting Payments

    Quickly accepting payments from a client allows the therapist to move on with the day's schedule quickly and efficiently. The following few sections will cover client payments, as well as insurance payments.

    Step 1 : Client Payments

    Accepting payment right away from the client will greatly reduce billing work later on. Make sure to pay attention to any outstanding balances that a client may have when accepting payment.

     

    Providers can accept client payments by:

    1. Clicking Today from the left-hand menu, selecting the appointment time, clicking the green Accept Payment button.

    **NOTE: Add Client Payment information as appropriate. You may choose to distribute payment if needed. Otherwise payment is automatically distributed, based upon any client open charges.

    Step 2 : Insurance Payment

    Within the Billing & Insurance view you will find the option to enter an EOB (Explanation of Benefits).

     

    You can also enter an EOB by:

    1. Click on My Clients> select your Client> Billing (top tab)> Enter an EOB

    Payments Summary

    This quick overview showcased two options regarding payments - accepting client payments and insurance payments. Learning how to quickly access these sections will help make taking payments clear and easy.

    READ and CLICK the Right Arrow (>) next to each Flashcard to learn about TA2.0 Support options.

    TA2.0 Support

    Whether it is a step-by-step article online, a comprehensive video tutorial, or submitting a ticket to our support team, TherapyAppointment strives to offer many ways to support and help you make the most of the TA2.0 system.

    Support Center - Published Articles

    For comprehensive step-by-step guides to our software, visit the TherapyAppointment Support Center. Here, we’ve published concise, articles to help you learn and understand features and functionality.

     

    To access these, click on Help from the top of your TA2.0 screen. Select Have a Conundrum from the drop-down menu.

    Training Videos

    Videos walk though setting appointments, managing your schedule, charting, notes, insurance submissions, payments and much much more.

     

    Videos are easily accessible anytime within the TA2.0 system. Click on Help from the top of your TA2.0 screen, select Help Videos from the drop-down menu.

    Support Request

    Another way to receive support is to submit a support request!

     

    To locate service request information in TA2.0, click on Help from the top of your TA2.0 screen, click Have a conundrum?. On the right hand side of the menu, click 'Email Us' to file a support request.

    Calling our Support Team

    We’re here when you need us! For the fastest service, let us know how we can help using our support request.

     

    Support Hours: Monday through Friday, 9:00 am to 5:00 pm, Eastern Time. Phone: 1-(800) 242-2127 *choose from the 'Tech Support' or 'Insurance Support' options.

    Help Center

    Helping You is Our highest calling!

     

    We’re making it as easy as possible to get the support you need.

     

    If you have questions, there are lots of ways to find answers or get help. Find it, fix it, and get back to doing what you love!

    ** CLICK each section tab to learn more about Insurance Payer IDs and TA2.0.

    The insurance Payer ID refers to a unique ID that is assigned to each insurance company. This ID is used for submitting claims electronically through the system. Office Ally's Payer ID's are ALWAYS 5 characters. 

    The Payer ID for the insurance company being added or updated in TA2.0 is vital for electronic claims processing to occur. This allows billing to take place electronically - providing a quicker turn-around time for the claim.

    https://cms.officeally.com/Pages/ResourceCenter/PayerLists/PayerList.aspx

    tab1-1

    TherapyAppointment 2.0 offers you a list of Payer IDs to choose from, making the process a bit easier than our previous system. Simply type in the Insurance company and select from the drop-down list provided.

    tab2-1

    READ and CLICK the Right Arrow (>) next to each Flashcard to learn about TA2.0 Support options.

    TA2.0 Support

    Whether it is a step-by-step article online, a comprehensive video tutorial, or submitting a ticket to our support team, TherapyAppointment strives to offer many ways to support and help you make the most of the TA2.0 system.

    Support Center - Published Articles

    For comprehensive step-by-step guides to our software, visit the TherapyAppointment Support Center. Here, we’ve published concise, articles to help you learn and understand features and functionality.

     

    To access these, click on Help from the top of your TA2.0 screen. Select Have a Conundrum from the drop-down menu.

    Training Videos

    Videos walk though setting appointments, managing your schedule, charting, notes, insurance submissions, payments and much much more.

     

    Videos are easily accessible anytime within the TA2.0 system. Click on Help from the top of your TA2.0 screen, select Help Videos from the drop-down menu

    Support Request

    Another way to receive support is to submit a support request!

     

    To locate service request information in TA2.0, click on Help from the top of your TA2.0 screen, click Have a conundrum?. On the right hand side of the menu, click 'Email Us' to file a support request.

    Calling our Support Team

    We’re here when you need us! For the fastest service, let us know how we can help using our support request.

     

    Support Hours: Monday through Friday, 9:00 am to 5:00 pm, Eastern Time. Phone: 1-(800) 242-2127 *choose from the 'Tech Support' or 'Insurance Support' options.

    Help Center

    Helping You is Our highest calling!

     

    We’re making it as easy as possible to get the support you need.

     

    If you have questions, there are lots of ways to find answers or get help. Find it, fix it, and get back to doing what you love!

    Below are a list of questions to ask yourself when New Client information is to be added. DOWNLOAD the included PDF document for step-by-step details.

    New Client Documentation

    Do they have an outstanding balance?

    Do you need to update their Insurance information?

    Are there any additional claims that need to be submitted for this client?

    When you see this Information box, pay attention to the details it contains!

    READ the steps below, then PRACTICE with our interactive scenario.

    From the Dashboard home screen, select My Clients in order to access your full list of patients.

    Select your desired patient, choosing the Records option to access Chart Entries, Treatment Plan, PHI, etc.

    Select the Treatment Plan option, located on the right-hand menu bar. Here you can View, Add, Update, and Print Treatment Plans.

    When utilizing the Auto-Pilot feature, you will be reminded about impending treatment plans.

    Interactive Scenario: Creating a Treatment Plan

    Creating a Treatment Plan

    Where would I go to add a client Treatment Plan?

    READ and CLICK the Right Arrow (>) next to each Flashcard to learn about TA2.0 Support options.

    TA2.0 Support

    Whether it is a step-by-step article online, a comprehensive video tutorial, or submitting a ticket to our support team, TherapyAppointment strives to offer many ways to support and help you make the most of the TA2.0 system.

    Support Center - Published Articles

    For comprehensive step-by-step guides to our software, visit the TherapyAppointment Support Center. Here, we’ve published concise, articles to help you learn and understand features and functionality.

     

    To access these, click on Help from the top of your TA2.0 screen. Select Have a Conundrum from the drop-down menu.

    Training Videos

    Videos walk though setting appointments, managing your schedule, charting, notes, insurance submissions, payments and much much more.

     

    Videos are easily accessible anytime within the TA2.0 system. Click on Help from the top of your TA2.0 screen, select Help Videos from the drop-down menu.

    Support Request

    Another way to receive support is to submit a support request!

     

    To locate service request information in TA2.0, click on Help from the top of your TA2.0 screen, click Have a conundrum?. On the right hand side of the menu, click 'Email Us' to file a support request.

    Calling our Support Team

    We’re here when you need us! For the fastest service, let us know how we can help using our support request.

     

    Support Hours: Monday through Friday, 9:00 am to 5:00 pm, Eastern Time. Phone: 1-(800) 242-2127 *choose from the 'Tech Support' or 'Insurance Support' options.

    Help Center

    Helping You is Our highest calling!

     

    We’re making it as easy as possible to get the support you need.

     

    If you have questions, there are lots of ways to find answers or get help. Find it, fix it, and get back to doing what you love!

     

    READ and CLICK the Right Arrow (>) next to each Flashcard to learn about the Client Portal & Client Messaging.

    Client Portal Setup

    From your Dashboard, setting up the Client Portal takes just a few steps. **NOTE: An email is required to set the clients up for the portal. They will need to be sent a link as well.

    Select your Client

    From the left-hand menu, select My Clients. Select the client you wish to give Client Portal access to.

    Client Portal Login

    Once in the 'Client' view, go to the right-hand menu and select Client Portal Login.

    Portal Credentials

    This view allows a therapist to reset the client's password if needed, as well as viewing if Two-Factor Authentication and the Service Agreements have been activated and signed.

    READ and CLICK the Right Arrow (>) next to each Flashcard to learn about TA2.0 Support options.

    TA2.0 Support

    Whether it is a step-by-step article online, a comprehensive video tutorial, or submitting a ticket to our support team, TherapyAppointment strives to offer many ways to support and help you make the most of the TA2.0 system.

    Support Center - Published Articles

    For comprehensive step-by-step guides to our software, visit the TherapyAppointment Support Center. Here, we’ve published concise, articles to help you learn and understand features and functionality.

     

    To access these, click on Help from the top of your TA2.0 screen. Select Have a Conundrum from the drop-down menu.

    Training Videos

    Videos walk though setting appointments, managing your schedule, charting, notes, insurance submissions, payments and much much more.

     

    Videos are easily accessible anytime within the TA2.0 system. Click on Help from the top of your TA2.0 screen, select Help Videos from the drop-down menu.

    Support Request

    Another way to receive support is to submit a support request!

     

    To locate service request information in TA2.0, click on Help from the top of your TA2.0 screen, click Have a conundrum?. On the right hand side of the menu, click 'Email Us' to file a support request.

    Calling our Support Team

    We’re here when you need us! For the fastest service, let us know how we can help using our support request.

     

    Support Hours: Monday through Friday, 9:00 am to 5:00 pm, Eastern Time. Phone: 1-(800) 242-2127 *choose from the 'Tech Support' or 'Insurance Support' options.

    Help Center

    Helping You is Our highest calling!

     

    We’re making it as easy as possible to get the support you need.

     

    If you have questions, there are lots of ways to find answers or get help. Find it, fix it, and get back to doing what you love!

    READ and CLICK the Right Arrow (>) next to each Flashcard for information about Office Ally EDI Enrollments.

    Office Ally & EDI Forms

    To determine if any of the Insurance Payers you will be submitting claims to requires a Payer Enrollment Form  - first access the OfficeAlly.com / Resource Center / PAYER EDI Enrollment Forms

    Locating Listed Payers

    1. From the Resource Center top tab, select the 'Payer EDI Enrollment Forms' from the drop-down list. 
    2. Click on the State Name.
    3. Locate the insurance company, click on it. 
    4. A PDF form with instructions will pop up. **Follow the instructions outlined in the form exactly. Once completed, submit the form according to the instructions given.

    *National Plans are located on the Payer EDI Enrollment Forms page by selecting 'All of Multiple States Payer Enrollment Forms' blue button, located next to the states list.

    Electronic Claims Acceptance

    After selecting the insurance company from the list of payers, a PDF file will open up that gives instruction on Who/What/When/How of the pre-enrollment and form submission process.

     

    Keep in Mind:

    • Pre-Enrollment turn-around time: can take up to 30 days
    • Where to send the form: *This varies- some will have an email, fax or you will be directed to open a link and fill out the form electronically*
    • If the payer requires an EDI, follow the steps within their EDI enrollment form exactly.
    • To check on the status of the EDI, review the EDI form instructions.

    Conclusion

    While you are waiting for the insurance to process your enrollment for electronic claims acceptance, you may use your TherapyAppointment account to create the claims. 

    **Just be sure to hold claims for these companies in your 'queue' until you have confirmation.

    READ and CLICK the Right Arrow (>) next to each Flashcard to learn about TA2.0 Support options.

    TA2.0 Support

    Whether it is a step-by-step article online, a comprehensive video tutorial, or submitting a ticket to our support team, TherapyAppointment strives to offer many ways to support and help you make the most of the TA2.0 system.

    Support Center - Published Articles

    For comprehensive step-by-step guides to our software, visit the TherapyAppointment Support Center. Here, we’ve published concise, articles to help you learn and understand features and functionality.

     

    To access these, click on Help from the top of your TA2.0 screen. Select Have a Conundrum from the drop-down menu.

    Training Videos

    Videos walk though setting appointments, managing your schedule, charting, notes, insurance submissions, payments and much much more.

     

    Videos are easily accessible anytime within the TA2.0 system. Click on Help from the top of your TA2.0 screen, select Help Videos from the drop-down menu.

    Support Request

    Another way to receive support is to submit a support request!

     

    To locate service request information in TA2.0, click on Help from the top of your TA2.0 screen, click Have a conundrum?. On the right hand side of the menu, click 'Email Us' to file a support request.

    Calling our Support Team

    We’re here when you need us! For the fastest service, let us know how we can help using our support request.

     

    Support Hours: Monday through Friday, 9:00 am to 5:00 pm, Eastern Time. Phone: 1-(800) 242-2127 *choose from the 'Tech Support' or 'Insurance Support' options.

    Help Center

    Helping You is Our highest calling!

     

    We’re making it as easy as possible to get the support you need.

     

    If you have questions, there are lots of ways to find answers or get help. Find it, fix it, and get back to doing what you love!

    Below are a list of questions to ask yourself when New Client information is to be added. DOWNLOAD the included PDF document for step-by-step details.

    Have you discussed the Client Portal option?

    Have you defined the CPT codes for Self Scheduling?

    Do your Calendar Settings reflect this option for clients?

    READ and CLICK the Right Arrow (>) next to each Flashcard to learn about Client Statements.

    Statements

    Client statements prepare billing information to be sent to the client. Understanding how to generate a statement is an important tool for your practice.

    Step 2 : Create Statements

    To create client statements, you have two options:

    1. Click Create Statements.
    2. Click My Clients> select the client> Billing (top tab)> Create Statement.

    Review

    Creating statements for your clients is another way to monitor your revenue. Learning how to quickly and efficiently create statements helps you manage client billing accounts.

     

    READ and CLICK the Right Arrow (>) next to each Flashcard to learn about TA2.0 Support options.

    TA2.0 Support

    Whether it is a step-by-step article online, a comprehensive video tutorial, or submitting a ticket to our support team, TherapyAppointment strives to offer many ways to support and help you make the most of the TA2.0 system.

    Support Center - Published Articles

    For comprehensive step-by-step guides to our software, visit the TherapyAppointment Support Center. Here, we’ve published concise, articles to help you learn and understand features and functionality.

     

    To access these, click on Help from the top of your TA2.0 screen. Select Have a Conundrum from the drop-down menu.

    Training Videos

    Videos walk though setting appointments, managing your schedule, charting, notes, insurance submissions, payments and much much more.

     

    Videos are easily accessible anytime within the TA2.0 system. Click on Help from the top of your TA2.0 screen, select Help Videos from the drop-down menu.

    Support Request

    Another way to receive support is to submit a support request!

     

    To locate service request information in TA2.0, click on Help from the top of your TA2.0 screen, click Have a conundrum?. On the right hand side of the menu, click 'Email Us' to file a support request.

    Calling our Support Team

    We’re here when you need us! For the fastest service, let us know how we can help using our support request.

     

    Support Hours: Monday through Friday, 9:00 am to 5:00 pm, Eastern Time. Phone: 1-(800) 242-2127 *choose from the 'Tech Support' or 'Insurance Support' options.

    Help Center

    Helping You is Our highest calling!

     

    We’re making it as easy as possible to get the support you need.

     

    If you have questions, there are lots of ways to find answers or get help. Find it, fix it, and get back to doing what you love!

    READ and CLICK the Right Arrow (>) to learn more about Electronic Remittance Advice process.

    Office Ally & ERA's

    Many insurance companies offer an electronic version of the EOB (Explanation of Benefits), which is called an ERA (Electronic Remittance Advice).  If your insurance company provides these types of files, they can be routed to your Office Ally clearinghouse account, where they will automatically post for sessions billed out of TherapyAppointment.

     

    https://cms.officeally.com/Pages/ResourceCenter/PayerERAEnrollmentForms.aspx#

    Enrollment Form Steps

    1) From the 'Resource Center' top tab, select the 'Payer ERA Enrollment Forms' from the drop down list. 

    2) Locate the first letter of the insurance company name, click on it. 

    3) Locate the insurance company, click on it. 

    4) A PDF form with instructions will pop up. **Follow the instructions outlined in the form exactly. Once completed, submit the form according to the instructions given.

    ERA Support

    • For the direct link to ERA Enrollment Forms, click here.
    • Need more information concerning ERA? We have outlined details concerning [2.0] ERA - Setup here.

    READ and CLICK the Right Arrow (>) next to each Flashcard to learn about TA2.0 Support options.

    TA2.0 Support

    Whether it is a step-by-step article online, a comprehensive video tutorial, or submitting a ticket to our support team, TherapyAppointment strives to offer many ways to support and help you make the most of the TA2.0 system.

    Support Center - Published Articles

    For comprehensive step-by-step guides to our software, visit the TherapyAppointment Support Center. Here, we’ve published concise, articles to help you learn and understand features and functionality.

     

    To access these, click on Help from the top of your TA2.0 screen. Select Have a Conundrum from the drop-down menu.

    Training Videos

    Videos walk though setting appointments, managing your schedule, charting, notes, insurance submissions, payments and much much more.

     

    Videos are easily accessible anytime within the TA2.0 system. Click on Help from the top of your TA2.0 screen, select Help Videos from the drop-down menu.

    Support Request

    Another way to receive support is to submit a support request!

     

    To locate service request information in TA2.0, click on Help from the top of your TA2.0 screen, click Have a conundrum?. On the right hand side of the menu, click 'Email Us' to file a support request.

    Calling our Support Team

    We’re here when you need us! For the fastest service, let us know how we can help using our support request.

     

    Support Hours: Monday through Friday, 9:00 am to 5:00 pm, Eastern Time. Phone: 1-(800) 242-2127 *choose from the 'Tech Support' or 'Insurance Support' options.

    Help Center

    Helping You is Our highest calling!

     

    We’re making it as easy as possible to get the support you need.

     

    If you have questions, there are lots of ways to find answers or get help. Find it, fix it, and get back to doing what you love!

    Below are a list of questions to ask yourself when New Client information is to be added. DOWNLOAD the included PDF document for step-by-step details.

    Are there uncharted notes that exist for your client?

    Do you need to update or add CPT codes to the chart?

    Have you included a Treatment Plan?

    READ each section below (HOVER over the image and click to Zoom in). Once you have read the 2 access points for Charting, move on to the Interactive Review portion.
    my Schdule *HOVER OVER/ZOOM IN for more detail.

    1. My Schedule:

    • Click My Schedule from the left-hand menu. 
    • Click on the appointment.
    • Select the blue Start Charting button.
    Today *HOVER OVER/ZOOM IN for more detail.

    2. Today:

    • Click Today from the left-hand menu.
    • Click on appointment time.
    • Select the blue Start Charting button from the right-hand menu.

    1

    Charting a Client: Interactive Review

    Chart from My Schedule View

    Charting from the My Schedule view allows you to select from a number of clients.

    Chart from Today View

    Charting from the today view offers a quick, direct approach to begin charting while working with a client.

    2

    ** Select all boxes that apply below in CHARTING A CLIENT.

    Charting Practice

    Select the appropriate Chart Entry Style that best fits with the session.

    hippa

    Options for CPT Codes are provided from a drop-down menu. 

    psy

    Create private client notes within the available text box; documenting information pertinent to the client session.

     

    *This Notes box is found at the bottom of the client chart.

    private

    CONGRATULATIONS! Well done on completing the Managing Charting Interactions.

    TA2.0 Support

    Whether it is a step-by-step article online, a comprehensive video tutorial, or submitting a ticket to our support team, TherapyAppointment strives to offer many ways to support and help you make the most of the TA2.0 system.

    Support Center - Published Articles

    For comprehensive step-by-step guides to our software, visit the TherapyAppointment Support Center. Here, we’ve published concise, articles to help you learn and understand features and functionality.

     

    To access these, click on Help from the top of your TA2.0 screen. Select Have a Conundrum from the drop-down menu.

    Training Videos

    Videos walk though setting appointments, managing your schedule, charting, notes, insurance submissions, payments and much much more.

     

    Videos are easily accessible anytime within the TA2.0 system. Click on Help from the top of your TA2.0 screen, select Help Videos from the drop-down menu.

    Support Request

    Another way to receive support is to submit a support request!

     

    To locate service request information in TA2.0, click on Help from the top of your TA2.0 screen, click Have a conundrum?. On the right hand side of the menu, click 'Email Us' to file a support request.

    Calling our Support Team

    We’re here when you need us! For the fastest service, let us know how we can help using our support request.

     

    Support Hours: Monday through Friday, 9:00 am to 5:00 pm, Eastern Time. Phone: 1-(800) 242-2127 *choose from the 'Tech Support' or 'Insurance Support' options.

    Help Center

    Helping You is Our highest calling!

     

    We’re making it as easy as possible to get the support you need.

     

    If you have questions, there are lots of ways to find answers or get help. Find it, fix it, and get back to doing what you love!

    Below are a list of questions to ask yourself when New Client information is to be added. DOWNLOAD the included PDF document for step-by-step details.

    Have you verified the Claims processing settings?

    Have you reviewed your Insurance Database list (via Practice Settings> Billing & Insurance> Insurance Features)?

    Below are a list of questions to ask yourself when New Client information is to be added. DOWNLOAD the included PDF document for step-by-step details.

    Has the the Payer ID number been connected to the Insurance information entered?

    Have you configured the Insurance companies needed for your clients in TA2.0?

    Has the EDI enrollment process been completed for the Insurance companies needed for electronic claim submission?