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Learn how to search for answers directly within the system, and to locate our online "knowledgebase"
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How to recover a forgotten password if you have trouble logging in
How to configure and activate the client portal, a huge time-saver in our system
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How to enter information about a client new to your practice
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Send documents (e.g. "Consent to Treatment") to clients automatically for review or e-signature
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Fine-tune your account by editing individual and group Practice Settings
How to wrap up your day in TherapyAppointment
Learn how to set up your availability for the first time, or change your availability to accommodate special temporary schedules (like vacations).
How to add a set of insurance company information into our system
Part 1 of a series: managing settings, CPT codes, your NPI/TAX ID information, and insurance information
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Part 2 of a series: entering client demographics, policy information, insurance benefits, and authorizations
Part 3 of a series: charting on a session and creating a claim simultaneously
Part 4 of a series: more about insurance claim creation
Part 5 of a series: how to "scrub" a claim, ensuring that it is complete and ready for submission
How to enter insurance payment information based upon information mailed by the insurance company
More on posting from an Explanation of Benefits received from an insurance company
Posting a secondary claim payment for a client with more than one insurance carrier
Learn how to set up and auto-charge cards on file in TherapyAppointment
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Learn how to recover a forgotten login password
Setting up two-factor authentication to increase the security of client information. Make HIPAA happy!
Configure account preferences for your staff; help them reset passwords
Accessing "My Profile" and "Practice Settings" sections to configure individual and group account preferences
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
A description of the manager and administrative roles; how to decide who on your staff should have these roles
Using a "Triage Account" in a group to hold a set of new client information until they are assigned to a provider
How to offer your patients access to the "Client Portal" and customize the portal
How to send and receive messages and documents through the Client Portal
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How to permit or control client self-scheduling (a huge time-saver!)
First things first: how to ACTIVATE to client portal
Select features to include in the Client Portal; create a portal access URL to include in your own website
Create custom forms using the "Online Forms" feature. These can be assigned to your clients, and they can fill out and sign the forms by logging in via your client portal.
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A quick overview for creating a custom chart template within our practice-management platform.
How to create, manage, and edit therapy groups
How to chart on client sessions using the popular SOAP note template
The HIPAA-style chart note is structured to contain all information suggested as essential by HIPAA
How to schedule, chart upon, and bill for group therapy sessions
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Learn how to set up your availability for the first time, or change your availability to accommodate special temporary schedules (like vacations)
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Integrate Google or other external calendars into your TherapyAppointment calendar, and vice-versa
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View your schedule by the month, week, or day; set and configure appointments and reminders from within these calendars
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An overview of how a client schedules an appointment online
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A demonstration of one of the many methods of setting a client appointment
A " into the Scheduling features for solo providers and group practices.
More on creating, managing, and editing therapy groups
Understand our integrated credit card processing system; how to enter and memorize cards for easy client payments
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How to record a client payment received at the time of the appointment
Accepting credit card payments at the Time of Service; entering credit card information
