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Knowledge base
Getting started with us
Setup Your Practice
1
Changing account details
Privacy policy
0
TherapyPM & RCM Services
1
TherapyPM Provides 5 Guided Training Modules *On-Boarding*
Knowledge Base Center
Dashboard
9
Dashboard Overview
Graphs
Today's Task
Patient
Staffs
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Appointment Tab
11
Appointment Tab Overview
Appointment List View
Appointment Calendar View
Appointment Timeline View
How To Create An Appointment
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Authorizations Tab
5
Patient Authorization Module Overview
How To Create A New Authorization
How to Add/Edit Authorization Service
How To Copy Authorization
How To Create Group Authorization
Patient Tab
16
Patient Tab Overview
Create Patient
Patient Search
Patient Navigation
Verification of Benefits
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Staff Tab
16
Staff Tab Overview
Add New Staff
Staff Contact info
Credentials
Department Supervisor(S)
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Billing Tab
10
Billing Tab Overview
Primary Billing Manager
Manage Primary Claims
Manage Secondary Claims
AR Ledger - Claim Wise
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Payment Tab
7
Payment Tab Overview
E-Remittance
Cash-Posting
How to Add/ Edit Deposit
How To Get Information About Payee Or Revert Transaction
See all 7 articles
Payroll Tab
6
Payroll Tab Overview
Payroll Processing Tab
Payroll Submission Tab
Timesheet(s) Submission
Processed Payroll Tab
See all 6 articles
Report Tab
8
Report Tab Overview
Max Total Auth Utilization Report
AR Ledger with Balance Report
Appointment vs Ledger Report
Service Wise Payroll Report
See all 8 articles
Settings
31
Name & Location
Holiday Setup
Payroll Setup
Logo
Business Files
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Menu Permission
3
Menu Permission Module
Create/ Manage User Groups
Manage Group Permissions
Provider/Staff Portal
12
Provider Dashboard Overview
Create A Patient Profile in Provider Portal
Manage Patient Info in Provider Portal
Create An Appointment in Provider Portal
Manage Appointments - List View in Provider Portal
See all 12 articles
Patient/Client Portal
10
Accessing Client Portal
Client Info - Client Portal
Access & Manage Schedule - Client Portal
Sibling Profile - Client Portal
Access Telehealth in Client Portal
See all 10 articles
Payment Module
6
Add Patient Payment Information - Admin Portal
Payment Processing - Admin Portal
View Patient Payment Information - Admin Portal
Payment Processing - Patient Portal
View Payment History - Patient Portal
See all 6 articles
FAQs and Quick Tips
FAQs
1
FAQ
General Queries
Faq's
54
What is TherapyPMS?
Do you offer a demo?
How can I sign up for TherapyPMS?
Is it easy to migrate to TherapyPMS from other software?
Will I be able to save the work I did during the trial period to my paid subscription?
See all 54 articles