Support Videos
Everything you need to know. In one place.
Our video tutorial library contains a wealth of knowledge on TherapyAppointment. Want to quickly learn how to master a feature? Check out our videos below!
Alternatively, check out our other amazing articles linked below each section, or with the 🔍 search feature on any support page!
Click on any link below to be taken to that section.
In this Article:
- Getting Started
- Billing & Insurance
- Account Management
- Client Portal
- Charting
- Scheduling
- Client Payments
1. Getting Started
New to TherapyAppointment? Start here with overviews of our most popular features.
Relevant Articles:
- Password Reset - Any System User
- Client Portal: Overview
- Adding a New Client
- Standard Client Documents (PDF, non-fillable)
- Online Forms
- Practice Settings
- Configure Availability (Schedule)
Support Center
Learn how to search for answers directly within the system, and to locate our online knowledge base.
Password Reset
How to recover a forgotten password if you have trouble logging in.
Client Portal
How to configure and activate the client portal, a huge time-saver in our system.
Add a New Client
How to enter a new client and their information.
Standard Client Documents
Send read-only PDF documents already made to clients for e-signature (optional).
Practice Settings
Fine-tune your account by editing individual and group Practice Settings.
Customizing Your Availability
How to set up your availability for the first time or change your availability to accommodate special temporary schedules.
2. Billing & Insurance
Learn how to set up and bill insurance companies .
Adding Insurance Companies
How to add one or more insurance companies.
Insurance Settings & CPT Codes
How to manage insurance settings and CPT codes.
Insurance: Client Demographics
How to enter client demographics, policy information, insurance benefits, and authorizations.
Insurance: Notes & Claims
How to chart a session and create a claim simultaneously.
Insurance: Creating a Claim
More information on insurance claim creation.
Insurance: Claim Scrub
How to "scrub" a claim, ensuring that it is complete and ready for submission.
Manually Posting Insurance Payments
How to enter insurance payment information based information mailed by the insurance company.
Auto Posting Insurance Payments
More on posting from an Explanation of Benefits received from an insurance company.
Posting Secondary Insurance Payments
How to post a secondary claim payment for a client with more than one insurance carrier.
3. Account Management
Become a pro at managing your TherapyAppointment account.
Password Reset
How to reset your account password.
Two-Factor Authentication
How to set up two-factor authentication for enhanced security.
Managing Staff Preferences
How to add and managing staff members to your account.
Editing Preferences
How to access the My Profile options and Practice Settings sections.
Creating Online Forms
How to create custom forms using the "Online Forms" feature.
Triage Account for Group Practices
Using a "Triage Account" in a group to hold a set of new clients until they are assigned to a specific provider.
Locating Your Unique Client Portal Link
How to offer your patients access to the "Client Portal" and customize the portal.
4. Client Portal
From editing profile details (and credit cards), scheduling appointments, messaging, completing online forms, making payments, viewing/printing receipts or statements, and more — we have what you need!
Article: Client Portal: Overview.
Secure Client Messaging
How to send and receive messages and documents through the Client Portal.
Requesting Payment During Intake
How to request a credit card number during intake to store for payment.
Standard Client Documents
How to create, manage, and send your therapy clients standard documents through the client portal.
Automated Client Intake
How to set up automated new client intake through the client portal.
Client Self-Scheduling
How a client schedules an appointment through the client portal.
5. Charting
Have a chart template preference? SOAP, HIPAA compliant, Custom? We've got you covered!
Article on charting related features: Charting Options
Custom Chart Templates
How to create a custom chart template.
Creating and Managing Groups
How to create, manage and edit therapy groups.
Notes & Claims
How to create a claim for a patient's date of service by writing a note.
6. Scheduling
Manage your calendar and schedule within the system easily and quickly!
Articles:
Adding Appointments
How to add new and reoccurring appointments to your calendar.
Scheduling & Reminders
How to use our scheduling features to make and keep appointments.
Google Calendar Sync
How to integrate your Google Calendar in a secure and HIPAA compliant manner.
7. Client Payments
Make things easier for yourself and clients, and get paid quickly with our PCI compliant credit card integration.
Article: Client Registration (ask for credit card)
Accepting Payments & Entering New Cards
How to quickly accept credit card payments at the time of service and enter new credit card information .
Auto Charging Credit Cards
How to set up auto billing for a card on file.
International Bankcard (IB) Processing
How to configure credit card processing with IB and process a payment.
Client Payment - Date of Service
Learn the steps for processing a client payment at the time of service.