This article guides clinicians through linking their TherapySearch profile to TherapyPortal, enabling prospective clients to request and schedule appointments directly through TherapyPortal.
Check the following settings in your TherapyNotes account to successfully link TherapyPortal within your TherapySearch profile.
Practice Level Settings for Client Portal
Verify the Practice has enabled the Client Portal functionality. To enable or to confirm you have, Click the User Icon > Settings > Client Portal.
The following client permissions should be set to “anyone”:
- Allowed to view available appointments
- Allowed to request appointments
Clinician Level Settings for Client Portal
At the individual clinician level, Client Portal Scheduling should be enabled within the work schedule settings.
Individual Clinicians must have a work schedule and work locations defined on their work schedule page.
To set up a Work Schedule or review the Work Schedule: Staff Tab > Staff Name > Work Schedule
TherapySearch Clinician Profile Setting
Navigate to TherapySearch and log in to your account.
Navigate to “Edit Profile.”
To access the Edit Profile tab, use one of these options:
- Select Edit Profile at the top of the screen.
- If your profile is unpublished, choose Edit Profile under the “Your Profile is Not Currently Published” message.
Navigate to the Location section and select the checkbox for “I am a TherapyNotes User and would like to offer scheduling through TherapyPortal.”
Enter information into the Practice Code, Clinician and Office Location fields and select “Save Location”. Some of this information may be automatically populated for you, depending on your practice configuration with TherapyNotes.
When you are finished, click Save.