Creating a patient (patient profile) in TherapyPM is the first step in the workflow of creating patient authorization or scheduling an appointment.


Creating a Patient


Follow the below steps to create a patient profile in TherapyPMS:

  1. Plus Icon: Click on the plus icon on the top right-hand portion of your screen.
  2. Create Appointment (A): A drop icon will appear that will suggest two options: Create Patient and Create Appointment.
  3. Create Appointment Popup: When you click on the button "Create Appointment", a pop-up will appear requesting a patient. Fill in the data and click on 'save'. The asterisk(*) mark denotes that the details are required.
    1. First name: Type the patient's first name.
    2. Last name: Type out the patient's last name.
    3. Date of birth (DOB): Select the date of birth.
    4. Gender: Select the gender.
    5. Place of service (POS): Select the date of the birth.
    6. Parent First Name: Enter the parent's first name if applicable..
    7. Parent Last Name: Enter the parent's last name if applicable.
    8. Email address: Type the email address of the client. You can provide a work email or a personal email. 
    9. Email Reminder Checkbox: Check the box if you would like TherapyPM to send any reminders via email.
    10. Phone number: Type the phone number of the client. You can provide a work email or a personal email. 
    11. SMS Reminder: Check the box if you would like TherapyPM to send any reminders via messages. We do charge additionally for this.
    12. Additional Details: Click on the plus icon in the red color to add more information. Once you click on it, the screen will show two more questions.
    13. Status: Select the status of the patient from the list.
    14. Insurance: Select the Insurance from the drop-down option.
    15. Additional Information: Write any information that is required in the box.
  4. Create: Once you have filled in all the data, click on "Create & Continue."