The Dashboard is a quick snapshot of all the practice management software modules. The graphs and reports are specially curated information that many practices will find helpful, some of which are actionable. See below for all the functions/ options available in the dashboard view.


  1. Quick Icon Tray
    1. In/ Out – Denotes whether the provider is working or not working.
    2. Calendar view - Click this icon to open the provider's calendar.
    3. Open the application in full screen.
    4. Create Patient/ Create Appointment button.
    5. Messenger – Access the in-application messenger to chat with patients and admin.
    6. Notification icon.
    7. Download Tray – Any report or document downloaded from TherapyPMS will be available here.
  2. View Provider Account
  3. Option Navigation
    1. Dashboard
    2. Appointment
      1. My Schedule - All the appointments scheduled for the provider are displayed in a list view.
      2. Calendar view - All the appointments scheduled for the provider are displayed in the calendar view.
      3. Timeline View - This view displays the appointment in a unique manner to provider ease of use with all the functions as the calendar view.
      4. Recurring Sessions - View and manage scheduled recurring sessions.
    3. Biographic – Add, view, and edit provider information.
    4. Patient(s) – Access patient information, Authorization (view only), and session notes.
    5. Clock In
    6. Timesheet(s)
  4. Chart/ Graph
    1. Total Sessions
    2. Cancelled Sessions
    3. Total Sessions VS Rendered Sessions
  5. Reports – Patient
    1. Expiring authorization
    2. Patient/ Guarantor pay clients
    3. Authorization missing
    4. Co-Pay for today
    5. Auth placeholders
  6. Reports – Scheduler
    1. Scheduled not rendered
    2. Sessions not attended last week
    3. Sessions missing patient/ provider signature
    4. Session note missing



In the video below one of our experts walks through the features offered in Provider Portal.