This article explains the options found in Patient module. 


The Patient module offers a wide range of tools to manage various aspects of patient information and interactions. It also ensures providers can access all relevant tools and information easily without hassle. 

A Brief Overview of the Patient Module Options

The Patient Module consists of the following options and features on the left sidebar under the patients' name: 

  1. Patient Info: Manage patient demographics and essential details. 
  2. Documentation: Manage session notes linked to patient appointments - viewing, editing, uploading, and granting access permissions accordingly. 
  3. VOB (Verification of Benefits): Request and manage insurance benefit verifications for your patients. 
  4. Ins/Authorization: Create and manage active authorizations, rates, and authorization rules for patients. 
  5. Files: Upload and store documents relevant to the patient's profile. 
  6. Patient Portal: Configure and manage options for the TherapyPM patient login portal. 
  7. Patient Ledger: View and manage patient balances and payment histories. 
  8. Intake: Upload intake forms and let patients complete them electronically. 
  9. Calls Log: Record and manage call details made to patients. 
  10. Payment Info: Create and manage patient payment details. 
  11. Sibling: Add and manage sibling relationships within patient profiles. 
  12. Clinician Team: Assign and manage providers associated with the respective patients. 
  13. Notes Access: Control and manage access to session notes and other documentation of patients.