The Settings tab in TherapyPM is your organization’s control center. This is where administrators configure system-level preferences, manage users, define workflows, and customize how the platform operates across scheduling, billing, payroll, and portals.

Here’s a structured overview of what the Settings tab typically includes:


Facility Settings

This section controls your practice-level configuration.

  1. Name and Location
  2. Holiday Setup
  3. Payroll Setup
  4. Logo setup
  5. Business Files
  6. Data Import
  7. Intake forms
  8. Forms Builder:
    Facility Setup - Forms Builder (old)
    Facility Setup - Forms Builder (New) 
  9. Forms Library


Staff Setup

This section controls your staff and providers configuration.

  1. Add Staff Credential Type
  2. Deleted Timesheets
  3. Referring Provider
  4. Misc. Settings


Patient Setup

This section controls your patient configuration.

  1. Patient Settings


Billing Setup

This section controls your billing configuration.

  1. Add Insurance
  2. Insurance Setup
  3. Add Treatments
  4. Services
  5. CPT Codes
  6. CPT Code Exclusion(s)
  7. Service Subtypes
  8. Billing Settings
  9. Place of Service
  10. Vendor Setup
  11. Diagnosis Library
  12. Unbillable Activities
  13. Clearinghouse Files
  14. SOP


Appointment Setup

This section controls your appointment configuration.

  1. General Settings
  2. Deleted Sessions
  3. SMS/Email Reminders


Program Setup

This section controls your program configuration.

  1. Goals
  2. Modalities