This article explains the options found in Patient module. 


The Patient module offers tools to manage 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.