Document Library


The Document Library makes it possible for practices to store and share practice-wide documents electronically as well as make these documents readily available to share with clients through TherapyPortal. Your practice's Document Library is easily accessible from the main navigation menu at the top of every page in TherapyNotes - simply click on Library at the top of your screen to view the documents that are available to users in your practice.

At this time, only Practice Administrators can upload and edit documents in the Document Library. However, all users can view and download Library documents and share eligible Library documents with clients on the client portal.


Practice Administrators can upload practice-wide documents such as blank forms, service agreements, and handouts to share with other practice users. Click the Upload File button to add documents for the rest of your staff to see. For more information, read How To: Upload Practice Documents.

If a document is added to the Document Library and eligible for portal sharing, practice users are able to send the document to a client through TherapyPortal for the client to review or sign electronically. To send a Library document to a client, go to the Portal tab of the client's chart, click the Share Documents button, and search for the document to add to your document request. For more information, read How To: Share Documents With Clients on TherapyPortal.

Using the icons at the far right of the table, Practice Administrators can edit existing documents in the Document Library and view the document's revision history. Click the Edit editicon.png icon to edit document properties (including whether or not the document is eligible for sharing on TherapyPortal), archive the document, or delete the document. Or, click the History historyicon.png icon to view changes that have been made to the document over time. For more information, read How To: Edit, Archive, and Delete Practice Documents.

Any user in the practice can view and download documents shared by Practice Administrators in the Document Library. Click the View viewicon.png icon or Download downloadicon.png icon to access the corresponding document.

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    E. M. Sturdivant Gallieshaw

    (1) What's the size limit per upload"

    (2) What's the Document Library capacity limit, per practice?

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    The limit per upload is 10 MB. Regarding the Document Library, there is no storage limit per practice. If you have further questions, please contact our Support Team at 215-658-4550 or by email at Thank you.

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    Heather Vest

    Didn't TherapyNotes publish a few generic forms for start up recently? I cannot find them.

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    TherapyNotes does not offer intake or a patient agreement forms. In a future update to the client portal we will have a feature that allows the practice to upload forms to the portal for the client to complete. If you have further questions, please contact our Success Team at 215-658-4550 or by email at Thank you.

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    Kathleen O'Rourke

    Is this library HIPAA compliant/secure ? Can I store confidential documents here? For example, I received an EOB from an insurance company with information about multiple clients on one page and I need my biller to see it but she is in a different office. Or is there another place on therapynotes where I could store sensitive documents other than in individual client charts?

    Thank you,

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    The library tab is secure and HIPAA compliant, however, we would not recommend uploading patient information here. If you only want your biller to have access to the EOB, the file should be uploaded to the Documents tab for the patient. To do this, Click Patients > Select Patient > Documents > Upload a Patient File. If you have further questions, please contact our Success Team at 215-658-4550 or by email at Thank you.

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    Karen Anderson

    Can you please estimate the ability to send the documents to clients via the portal? We are expanding out practice and this feature is paramount or we will have to switch platforms. Than you.

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    This feature is currently in testing. We expect to release this update within the next few weeks. If you have further questions, please contact our Success Team at 215-658-4550 or by email at Thank you.