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TherapyNotes
Search the TherapyNotes® Knowledge Base
Categories
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Getting Started
Get started setting up and navigating TherapyNotes
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Access Your Account
Accessing and managing your TherapyNotes account
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User Accounts and Roles
Managing TherapyNotes users and their access
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Practice Subscription
Reviewing and managing your TherapyNotes subscription for your practice
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Client Portal: TherapyPortal
Set up and manage TherapyPortal, share forms and documents, and help clients use their portal.
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Scheduling
Managing appointments and schedules in TherapyNotes
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Notes
Learn the basics of creating, managing, viewing, and sharing notes in TherapyNotes.
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Outcome Measures
Assigning and reviewing outcome measures in TherapyNotes
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Patient Records
Creating and managing patients within TherapyNotes
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Billing
Learn about core billing features, workflows, and documents in TherapyNotes.
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Insurance Claims
Submitting, tracking, and managing insurance claims in TherapyNotes
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Electronic Remittance Advice (ERA)
Understanding and managing ERAs to streamline insurance payments
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Payment Processing
Processing payments efficiently in TherapyNotes.
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Patient Accounting
Managing patient balances, payments, and financial records in TherapyNotes.
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ePrescribe
Set up TherapyNotes ePrescribe with DrFirst, complete enrollment requirements, and get familiar with the patient eRx ...
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Telehealth
Setting up and conducting virtual sessions through TherapyNotes.
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Secure Messaging
Instructions for sending and receiving messages securely within TherapyNotes
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Regulatory Health Data Submission
Transmitting data from TherapyNotes to health information exchanges
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Coding
Applying accurate service and diagnosis codes in TherapyNotes
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Reports
Generating and interpreting reports in TherapyNotes
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Security
Safeguarding your TherapyNotes account and ensuring data protection
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Practice Information
Managing and updating your practice details in TherapyNotes
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Technical Support
Troubleshooting and resolving technical issues in TherapyNotes
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TherapyFuel
Supercharge your documentation with our AI tools!
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TherapySearch
Creating and managing a TherapySearch.com account
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Group Therapy
Supporting multiple patients in a session in TherapyNotes
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TherapyNotes® Mobile
Keep your schedule, sessions, and communication within reach throughout your day
