Getting Started
Access Your Account
- Accessibility Statement
- Display Preferences
- Installing TherapyNotes on a Computer or Laptop
- Practice Code
- Using TherapyNotes on a Mobile Device
- Lost or Forgotten Password
User Accounts and Roles
Practice Subscription
Client Portal: TherapyPortal
- Customize, Share, and Process the PAD Information Form
- Completing the Client Feedback Form on TherapyPortal
- Customize and Share The Consent for Services Form
- Release of Information Form
- How to Set Up and Customize Your Client Portal
- Request and Manage Appointments as a TherapyPortal User
Scheduling
Notes
- Writing Notes with Progress Note Templates
- Pre-Built Progress Note Templates
- Customize Progress Notes
- Treatment Plan Settings
- Create a Note
- Complete a Consultation Note
Outcome Measures
Patient Records
- Upload Client Documents
- Using ICD-10 Codes within TherapyNotes
- Edit and Delete Client Documents
- Patient Preferred Name Field
- Manage Clinician Assignments
- Deactivate or Delete Clients
Billing
- Insurance Aging Report
- TherapyNotes AutoPay
- Secondary Insurance Claims
- Manage Client Deductibles
- Revenue Report
- Billing Overview
Insurance Claims
- Understanding Claim Warnings & Errors
- Electronic Claim History: Claim Status and Rejected Claims
- Resubmit Electronic Claims
- Submit Electronic Claims
- Reading a Claim Rejection
- Create CMS-1500 Claims
Electronic Remittance Advice (ERA)
Payment Processing
Patient Accounting
ePrescribe
- New! Processing Pharmacy Requests
- New! Assigning and Using Provider Agents
- New! ePrescribe Enrollment with Multiple Practice Locations
- New! ePrescribe Multiple Practice Locations Requirements
- New! ePrescribe Reports
- New! Manage EPCS Tokens
Telehealth
- How to Join a Telehealth Session as a Guest User
- Troubleshooting Telehealth Connection Issues
- Telehealth Coding Setting
- How to Join a Telehealth Session as a TherapyPortal User
- Start a Telehealth Session
- Connecting a Camera and Microphone for Telehealth
Secure Messaging
Regulatory Health Data Submission
Coding
- Add, Edit, and Delete Service Codes
- Applying Modifiers
- Change a Service Code for an Existing Appointment
- Add Prior Authorization Codes
- Employee Assistance Program (EAP)
- Tips for Billing the New 2019 Testing Codes
Reports
Security
- FAQ: TherapyNotes Terms of Service, Privacy Policies, and Business Associate Agreement
- Require Two-Factor Authentication for All Users
- Set Up and Use Two-Factor Authentication
- Track User Activities with the Activity Log
- Automatic Logout
- Manage My Password and Security
Practice Information
- Managing Contacts in TherapyNotes
- Upload Practice Documents
- About the Welcome Message
- Edit Contact Information, NPI, Tax ID, and Other Practice Settings
- Edit, Archive, and Delete Practice Documents
- Document Library
Technical Support
TherapyFuel
- Using TherapyFuel Session Assist
- Generate a Treatment Plan with TherapyFuel
- TherapyFuel User Settings
- Using TherapyFuel Scribe to Generate a Progress Note
- TherapyFuel FAQs and Pro Tips
- TherapyFuel Overview