Getting Started

Quick Video

Learn how to search for answers directly within the system, and to locate our online "knowledgebase"

Quick Video

How to recover a forgotten password if you have trouble logging in

Quick Video

How to configure and activate the client portal, a huge time-saver in our system

Quick Video

How to enter information about a client new to your practice

Tutorial

Send documents (e.g. "Consent to Treatment") to clients automatically for review or e-signature

Tutorial

Fine-tune your account by editing individual and group Practice Settings

Quick Video

How to wrap up your day in TherapyAppointment

Quick Video

How to create or edit your schedule of available appointments

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Help Center

Billing & Insurance

Tutorial

How to add a set of insurance company information into our system

Webinar

Part 1 of a series: managing settings, CPT codes, your NPI/TAX ID information, and insurance information

Webinar

Part 2 of a series: entering client demographics, policy information, insurance benefits, and authorizations

Webinar

Part 3 of a series: charting on a session and creating a claim simultaneously

Webinar

Part 4 of a series: more about insurance claim creation

Webinar

Part 5 of a series: how to "scrub" a claim, ensuring that it is complete and ready for submission

Webinar

How to enter insurance payment information based upon information mailed by the insurance company

Webinar

More on posting from an Explanation of Benefits received from an insurance company

Webinar

Posting a secondary claim payment for a client with more than one insurance carrier

Webinar

Magellan insurance settings are manged differently than other insurance companies; learn their unique requirements

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Help Center

Account Management

Quick Video

Learn how to recover a forgotten login password

Tutorial

Setting up two-factor authentication to increase the security of client information. Make HIPAA happy!

Tutorial

Configure account preferences for your staff; help them reset passwords

Quick Video

Accessing "My Profile" and "Practice Settings" sections to configure individual and group account preferences

Tutorial

How to create individual and practice-wide online forms, or use one from our library of standard templates; how to assign them automatically for client completion

Tutorial

A description of the manager and administrative roles; how to decide who on your staff should have these roles

Tutorial

Using a "Triage Account" in a group to hold a set of new client information until they are assigned to a provider

Quick Video

How to offer your patients access to the "Client Portal" and customize the portal

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Help Center

Client Portal

Tutorial

How to send and receive messages and documents through the Client Portal

Quick Video

How to permit or control client self-scheduling (a huge time-saver!)

Quick Video

First things first: how to ACTIVATE to client portal

Quick Video

Select features to include in the Client Portal; create a portal access URL to include in your own website

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Help Center

Charting

Quick Vid

A quick overview for creating a custom chart template within our 2.0 practice-management platform.

Tutorial

How to create, manage, and edit therapy groups

Tutorial

How to chart on client sessions using the popular SOAP note template

Tutorial

The HIPAA-style chart note is structured to contain all information suggested as essential by HIPAA

Quick Video

How to schedule, chart upon, and bill for group therapy sessions

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Help Center

Scheduling

Tutorial

How to establish and edit a schedule of available appointments for your practice

Tutorial

Integrate Google or other external calendars into your TherapyAppointment calendar, and vice-versa

Quick Video

View your schedule by the month, week, or day; set and configure appointments and reminders from within these calendars

Tutorial

An overview of how a client schedules an appointment online

Quick Video

A demonstration of one of the many methods of setting a client appointment

Webinar

A " into the Scheduling features for solo providers and group practices.

Tutorial

More on creating, managing, and editing therapy groups

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Help Center

Client Payments

Tutorial

Understand our integrated credit card processing system; how to enter and memorize cards for easy client payments

Tutorial

How to record a client payment received at the time of the appointment

Quick Video

Accepting credit card payments at the Time of Service; entering credit card information

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Help Center