Setup Your Practice 1

• Changing account details

Privacy policy 0

TherapyPM & RCM Services 1

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

Dashboard 12

• Dashboard Overview
• Graphs
• Today's Task
• Patient
• Staffs

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Appointment Tab 23

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

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Authorizations Tab 5

• Patient Authorization Module Overview
• How To Copy Authorization
• How To Create Group Authorization
• How To Add Secondary Insurance
• Auth Request

Patient Tab 16

• Create Patient
• How To Search/ Filter The All Patient(s) List
• Patient Navigation
• Documentation
• Documentation - Charts

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Staff Tab 20

• Staff Tab Overview
• How To Search/ Filter The All Staff List
• Add New Staff
• Staff Contact info
• Credentials

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Billing Tab 26

• Billing Tab Overview
• Primary Billing Manager
• Manage Primary Claims
• Manage Secondary Claims
• AR Ledger - Claim Wise

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Payment Tab 6

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

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Payroll Tab 13

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

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Report Tab 11

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

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Settings 35

• Facility Setup - Name & Location
• Facility Setup - Holiday Setup
• Facility - Payroll Setup
• Facility Setup - Logo
• Facility Setup - Business Files

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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
• 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

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Patient Portal 8

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

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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

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FAQs 1

• FAQ

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?

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