Frequently Asked Questions
ABOUT SOFTWARE
What is TherapyPMS?
TherapyPMS is a practice management software with built-in Telehealth for private practice in the therapy and mental health space. Our features include scheduling, authorization management, billing, documenting, client portal, payroll, billing insurance, and more. It is secure and HIPAA-compliant.
GETTING STARTED
How do I sign up for TherapyPMS?
You can sign up for a free 30-day trial with access to our features. There’s no credit card required to get started. You can access support and request training during your free trial. At the end of the trial, you can choose the right plan for you.
Will the work I do during my trial be saved to my paid subscription?
Yes, all your work will be saved in your account when you sign up for a paid subscription. You won’t lose anything.
Do you provide a demo?
Yes, we offer free live demos. You can request a live demo by clicking here.
PRICING AND FEES
How much does TherapyPMS cost, and are there any hidden fees?
TherapyPMS is the most cost-effective solution on the market. We offer customizable pricing plans based on our customers’ needs. You can change or cancel your plan anytime, and there are no contracts, or setup fees. Schedule a Demo or request a quote/1:1 meeting here.
ADMINISTRATIVE OPERATION
Can I add staff members and are there any additional fees for adding them?
You can add your staff. There are no additional fees.
Is there a limit to how many clinicians I can add?
There is no upper limit.
Is it easy to switch to TherapyPMS from other software?
Yes, it is easy and simple to switch to TherapyPMS. You can contact us at any time to learn how to switch from another platform.
Does TherapyPMS come with a client portal and is there an extra charge for it?
Yes, all of our plans come with a client portal. There is no extra charge.
What does your Telehealth feature offer?
Our Telehealth platform comes with features like secure and HIPAA-compliant video, built-in screen sharing features, in-session documentation, secure messaging, and many more features. Since the telehealth feature is integrated into our platform, there is no additional fee.
Do you offer a branded portal and if so, how much does it cost?
Yes, we do. There is no extra setup fee for a branded portal, and it is available in all plans.
SECURITY AND COMPLIANCE
Is TherapyPMS HIPAA compliant?
Yes, TherapyPMS complies with physical, administrative, and technical HIPAA regulations and with the HIPAA security rule. We have policies and procedures in place to maintain compliance and conduct an annual risk assessment to ensure that our platform continues to meet HIPAA standards. Additionally, our staff is trained on HIPAA standards.
Does TherapyPMS offer secure messaging and chat?
Yes, we offer both secure chat and messaging.
Do you offer EOB and ERA?
Yes, we do (provided the insurance company that your company is connected with gives the option.) You can enroll for EOB/ERA on our platform.
Can I video-record on TherapyPMS to promote my business?
You will need our written permission to video-record in the TherapyPMS platform. Please contact us when you need to video-record.
Why do I need a phone number to start a free trial?
We ask for your numbers for security reasons. Because we offer bank-level security, phone numbers are used to text security codes to activate your free trial.
SCHEDULING
Does TherapyPMS offer scheduling with reminders?
Yes, we offer to schedule with both email and text reminders.
BILLING
Do you offer automated billing?
Yes, In TherapyPMS billing processes can be automated. Billing automation is optional but highly recommended. If you prefer to bill manually, you can.
What credit card processor do you use and can I use my own credit card processor?
Yes, we do. We have integrated with Paystri, Stripe and we also have Paypal. If you prefer to use your own credit card processing company, you are welcome to do it outside TherapyPMS. You will still be able to post payments on TherapyPMS even if you choose to go with a different credit card processing company. Most of our clients take advantage of Stripe integration because it helps them streamline their billing.
Can I claim on TherapyPMS and what is the cost?
Yes, some of our plans offer claim submission. We have integrated with the largest clearing house in the United States and claims can be submitted through our platform. We also validate each claim and check for common human errors before submitting claims, reducing the number of rejected claims and saving you money.
DOCUMENTING
Can I send intake and consent forms to my clients and will they be able fill them out?
Yes, you can send intake and consent forms in TherapyPMS and your clients will be able to complete them. Once submitted, you will receive a notification and all forms will be automatically saved in the client's chart.
Can I document my notes in TherapyPMS?
Yes, you can document the assessment and treatment notes, progress notes, etc in TherapyPMS.
Does TherapyPMS offer a built-in note templates library?
Yes, Our robust template library features a variety of note templates.
Does TherapyPMS offer an e-sign option?
Yes. You and your clinicians can e-sign any notes. You can even request signatures on consent, intake forms, treatment plans, therapy notes, and any other forms that you build from your clients.
SUPPORT
What support services do you offer?
We provide top-notch customer support through email, live chat, 1:1 video calls, and phone support. You will also get access to our robust Knowledge Base with both written articles and video resources.
What is the best way to learn how to use TherapyPMS?
Our platform is user-friendly, and we have a library of training videos. We also offer one-on-one training.