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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
13
Dashboard Overview
Graphs
Today’s Task (Change to To-Do List)
Patient Reports
Staffs Reports
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Appointment Tab
23
Appointment Tab Overview
Appointment List View
Appointment Calendar View
Appointment New Calendar View
Appointment Timeline View
See all 23 articles
Authorizations Tab
13
New Authorization Module Overview
How to view the expiring Authorizations?
Creating and Managing Auth Requests Seamlessly
How To Create A New Authorization?
How To Create a Group Authorization?
See all 13 articles
Patient Tab
19
Patient Tab Overview
How to Create a New Patient?
How To Search/Filter The Patients List?
Patient Navigation
Documentation
See all 19 articles
Staff Tab
20
Staff Tab Overview
How to Search/Filter the Staff List?
Adding New Staff
Staff Contact info
Credentials
See all 20 articles
Billing Tab
27
Billing Tab Overview
Primary Billing Manager
Managing Primary Claims
Manage Secondary Claims
AR Ledger - Claim Wise
See all 27 articles
Payment Tab
7
Payment Tab Overview
E-Remittance
How to Add Deposit?
How To View Deposit Details?
Cash Posting
See all 7 articles
Payroll Tab
14
Payroll Tab Overview
Payroll Processing Tab
Payroll Submission Tab
Processed Payroll Tab
Timesheet(s)
See all 14 articles
Report Tab
13
Report Tab Overview
Max Total Auth Utilization Report
AR Ledger with Balance Report
Appointment vs Ledger Report
Service Wise Payroll Report
See all 13 articles
Settings
35
Facility Setup - Name & Location
Facility Setup - Holiday Setup
Facility - Payroll Setup
Facility Setup - Logo
Facility Setup - Business Files
See all 35 articles
Menu Permission
3
Menu Permission Module
How To Create/Manage User Groups In Menu Permissions?
How To Manage Group Permissions In Menu Permissions?
Provider/Staff Portal
16
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 - List View in Provider Portal
See all 16 articles
Patient Portal
8
Accessing Client Portal
Patient Portal - Patient Info
Patient Portal - Access & Manage Schedule
Patient Portal - Sibling Profile
Patient Portal - Access Telehealth
See all 8 articles
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
See all 7 articles
FAQs and Quick Tips
FAQs
1
FAQ
General Queries
Faq's
56
What is TherapyPM?
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 56 articles
