Getting Started
Access Your Account
- Display Preferences
- Installing TherapyNotes on a Computer or Laptop
- Practice Code
- Using TherapyNotes on a Mobile Device
- Lost or Forgotten Password
- Recommended Web Browsers and Operating Systems
User Accounts and Roles
Practice Subscription
- Referral Rewards FAQ
- Professional Wills
- Account Termination & Account Abandonment
- Sales Tax in TherapyNotes
- TherapyNotes Subscription Payment Options
- TherapyNotes Pricing and Subscription Options
Client Portal: 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
- Outcome Measures
- TherapyPortal: Your Custom Client Portal
Scheduling
- Quick Start: Scheduling
- Set Up Work Schedules
- Schedule a Clinical Appointment
- Schedule Non-Clinical Events
- Check In a Client
- Automated Patient Appointment Reminders
Notes
- Create a Note
- Complete a Consultation Note
- Complete a Contact Note
- Collect Intake Information With the Client History Form
- Complete a Treatment Plan
- Complete an Intake 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
- Secondary Insurance Claims
- Manage Client Deductibles
- Revenue Report
- Billing Overview
- NPIs: Type I and Type II
- Main Billing Page
Insurance Claims
- Electronic Claim History: Claim Status and Rejected Claims
- Resubmit Electronic Claims
- Submit Electronic Claims
- Reading a Claim Rejection
- Create CMS-1500 Claims
- Submit Out-of-Network Claims Electronically
Electronic Remittance Advice (ERA)
Payment Processing
Patient Accounting
ePrescribe
- Add Prescription Support Staff in TherapyNotes
- Enabling Electronic Prescribing of Controlled Substances (EPCS)
- ePrescribe Reports
- Allow Third-Party Cookies for ePrescribe
- Getting Started with ePrescribe
- Using ePrescribe in TherapyNotes
Telehealth
- Troubleshooting Telehealth Connection Issues
- Telehealth Coding Setting
- How to Join a Telehealth Session as a TherapyPortal User or Guest
- Start a Telehealth Session
- Connecting a Camera and Microphone for Telehealth
- Allow Camera and Microphone Access for Telehealth
Secure Messaging
Regulatory Health Data Submission
Coding
- Add, Edit, and Delete Service Codes
- View, Add, and Delete Diagnosis Codes
- Applying Modifiers
- Change a Service Code for an Existing Appointment
- Add Prior Authorization Codes
- Employee Assistance Program (EAP)
Reports
Security
- 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
- How To: Detect and Report Phishing Scams