TherapyNotes Help Center

Getting Started

• Quick Start: Set Up Your TherapyNotes Account
• Quick Start: Scheduling
• Navigating TherapyNotes
• How To Import Client Information Into TherapyNotes
• Quick Start: Notes
• Quick Start: Billing

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

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User Accounts and Roles

• Set Up Supervision
• User Accounts and Roles
• Deactivate a User
• Create or Edit a User

Practice Subscription

• TherapyNotes Subscription Payment Options
• TherapyNotes Pricing and Subscription Options
• Referral Rewards FAQ
• Professional Wills
• Account Termination & Account Abandonment
• Sales Tax in TherapyNotes

Client Portal: TherapyPortal

• TherapyPortal: Your Custom Client Portal
• How to Set Up and Customize Your Client Portal
• Manage Client Portal Access

Scheduling

• Schedule a Clinical Appointment
• Work Schedules
• Schedule Non-Clinical Events
• Check In a Client
• Automated Patient Appointment Reminders
• How To: Sync Calendar to Another Device or Program

Notes

• Create a Note
• View, Edit, and Delete Existing Notes
• Download and Print Notes

Outcome Measures

• Client Feedback Form
• Visualizing Your Outcome Measure Data
• Viewing Outcome Measures in Progress Notes
• Outcome Measures
• How to Review Outcome Measure Results

Patient Records

• Upload Client Documents
• Using ICD-10 Codes within TherapyNotes
• Patient Preferred Name Field
• Manage Clinician Assignments
• Deactivate or Delete Clients
• Change Clinician Access to Unassigned Patients

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Billing

• Billing Overview
• Main Billing Page
• Billing Document Overview
• Appointment Dialog History Tab

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

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Electronic Remittance Advice (ERA)

• Changes to Tricare East and West 2025
• Upload Externally Received ERA Files
• Enroll to Submit Electronic Claims
• What is Electronic Remittance Advice (ERA)
• Enroll to Receive Electronic Remittance Advice (ERA)
• Post ERA Payments

Payment Processing

• Apply for TherapyNotes Payment Processing Services
• Payment Processing Application and Fees
• Integrated Payment Processing
• PCI Compliance

Patient Accounting

• Edit, Delete and Refund Client Payments

ePrescribe

• New! ePrescribe Transition to DrFirst
• New! Enrolling Your Practice & Staff in ePrescribe
• New! ePrescribe Multiple Practice Locations Requirements
• New! ePrescribe Enrollment with Multiple Practice Locations
• New! Overview of the Patient eRx Tab

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

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Secure Messaging

• Create a Contact Note from a Secure Message
• How to Use Practice Messaging
• Using Client Messaging in TherapyNotes

Regulatory Health Data Submission

• How to Connect to a Health Information Exchange in TherapyNotes

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

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Reports

• Using the Insights Scheduling Dashboard
• Note Count Report
• Insurance Adjustment Report
• Real Time Eligibility (RTE)
• Write-Off Report
• Patient Credit Cards Report

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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

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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

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Technical Support

• Select Columns Button
• Auto Fill Problems
• How To: Enable Voice Dictation
• Tips for Scanning Documents and Reducing File Size
• Upload a File From Google Drive
• TherapyNotes Support Remote Connect

TherapyFuel

• Using TherapyFuel Session Assist
• Using TherapyFuel to Adjust Writing Tone
• Generate a Treatment Plan with TherapyFuel
• TherapyFuel User Settings
• Using TherapyFuel Scribe to Generate a Progress Note
• TherapyFuel FAQs and Pro Tips

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TherapySearch

• Link Clinician and Practice Profiles on TherapySearch™
• TherapySearch™ FAQ
• Creating a Practice Profile on TherapySearch™
• Creating a Clinician Profile on TherapySearch™
• Linking Your TherapySearch Account to TherapyPortal to Offer Scheduling
• Teletherapy Compact Participation in TherapySearch

Group Therapy

• Complete a Group DAP Note
• Group Therapy Session
• Couples, Marriage, and Family Therapy

TherapyNotes® Mobile

• TherapyNotes Mobile FAQ
• Getting Started with TherapyNotes® Mobile