Setup Your Practice 4

• Setup your facility in the Setting Module
• How to add a staff/provider?
• How to add a patient in TherapyPM?
• How to schedule an appointment?

Privacy policy 0

TherapyPM & RCM Services 1

• TherapyPM Provides 5 Guided Training Modules *On-Boarding*

Dashboard 15

• Dashboard Overview
• Graphs
• Today’s Task
• Patient Reports
• Staffs Reports

View all 15

Appointment Module 30

• Appointment Tab Overview
• Appointment List View
• Appointment Calendar View
• Appointment New Calendar View
• Appointment Timeline View

View all 30

Authorizations Module 12

• Authorization Module Overview
• How To Create A New Authorization?
• How To Create a Group Authorization?
• How To Add Authorization Service?
• How To Delete An Authorization?

View all 12

Patient Module 18

• Patient Tab Overview
• Create/Manage Patient Profile
• Patient Navigation
• Documentation
• Goals & Intervention

View all 18

Staff Module 29

• Staff Tab Overview
• Adding New Staff
• How to Search/Filter the Staff List?
• Staff Contact info
• Credentials

View all 29

Billing Module 43

• Billing Tab Overview
• Primary Billing Manager - Process Billing
• Primary Billing Manager - Manage Billing
• How to Manage Secondary Claim(s)?
• Patient Statement - Processing Statement

View all 43

Payment Module 10

• Payment Tab Overview
• E-Remittance
• How to Add Deposit?
• How To View Deposit Details?
• Cash Posting

View all 10

Payroll Module 15

• Payroll Tab Overview
• Payroll Processing Tab
• Payroll Submission Tab
• Processed Payroll Tab
• Timesheet(s)

View all 15

Reports Module 17

• Report Tab Overview
• Max Total Auth Utilization Report
• AR Ledger with Balance Report
• Appointment vs Ledger Report
• Service Wise Payroll Report

View all 17

Menu Permission 4

• Menu Permission Module
• How To Create/Manage User Groups In Menu Permissions?
• How To Manage Group Permissions In Menu Permissions?
• How to grant a provider patient portal access?

Settings 46

• Facility Setup Overview
• Facility Setup - Name & Location
• Facility Setup - Holidays Setup
• Facility - Payroll Setup
• Facility Setup - Logo

View all 46

Provider/Staff Portal 14

• Provider Dashboard Overview
• Adding A New Patient Profile in Provider Portal
• Managing Patient Info in Provider Portal
• Adding An Appointment in Provider Portal
• Manage Appointments - My Schedule

View all 14

Patient Portal 8

• Accessing Client Portal
• Patient Portal - Patient Info
• Patient Portal - Access & Manage Schedule
• Patient Portal - Sibling Profile
• Patient Portal - Access Telehealth

View all 8

Service Payment 7

• Add Patient Payment Information - Admin Portal
• Payment Processing - Admin Portal
• Service Payment Completion - Admin Portal
• View Patient Payment History - Admin Portal
• Charge Patient

View all 7

Release Notes/Updates 9

• TherapyPM Version 5.2 - Release notes
• TherapyPM Version 5.3 - Release notes
• TherapyPM Version 5.4 - Release notes
• TherapyPM Version 5.7 - Release notes
• TherapyPM Version 5.8 - Release Notes

View all 9

FAQs 0

TherapyPM App FAQs 258

• Appointment - How to Create an Appointment?
• Appointment - How to Create a Non-Billable Appointment?
• Appointment - How to Create an Individual Therapy Appointment?
• Appointment - How to Create a Group Therapy Appointment?
• Appointment - How to Create a Block Off Time?

View all 258

TherapyPM CRM Knowledge Articles 7

• Dashboard Overview
• Lead Management - Creating & Editing Leads
• Document Management - Handling Intake Forms in the CRM
• Lead Progression Workflow
• Email Templates Management

View all 7

TherapyPM CRM FAQs 0