Dashboard

Home page and snapshot of entire practice with various reporting tools.

Dashboard Overview
Get a glimpse of important updates and information in your practice through this Dashboard.  (A Friendly Reminder: Click the Refresh button or the Thera...
Fri, 7 Mar, 2025 at 12:12 AM
Graphs
Dashboard graphs are an easy way to visualize important financial information that may need attention. Treatment Hours Analysis This graph shows how ma...
Wed, 4 Jun, 2025 at 1:44 AM
Today’s Task
The Today's Task box shows tasks that require high priority, such as quick completion or follow-ups. For additional information, click on each task.  ...
Wed, 4 Jun, 2025 at 1:48 AM
Patient Reports
Patient Reports provides an overview of your patients’ statuses, such as documentation, authorizations, and other information – missing or expiring. For add...
Mon, 13 Jan, 2025 at 4:26 PM
Staffs Reports
Staff Reports provides an overview of your staff’s statuses, such as time off, credentials, and signature in session – missing or expiring. For additional i...
Mon, 13 Jan, 2025 at 4:24 PM
Billing Reports
The Billing Reports section offers a comprehensive overview of the status of billing and the way they are processed. For additional information, click on ea...
Mon, 13 Jan, 2025 at 4:26 PM
Scheduler Reports
The Scheduler Reports section helps in tracking details of high-priority scheduled sessions, that requires attention. For additional information, click on e...
Wed, 4 Jun, 2025 at 1:49 AM
Trending Reports
The Trending Reports section provides shortcuts and easier access to frequently used tools and reports in each module. This can help you manage schedules, p...
Wed, 4 Jun, 2025 at 1:49 AM
Quick Feature Icons
This article explains all the shortcut icons and features available. Shortcuts:  A. Profile Settings:      You can review your profile data and edi...
Wed, 4 Jun, 2025 at 1:51 AM
How To Send Fax
This article details how to send a fax from your TherapyPM portal. Click the "+" icon and select the Fax option. In the Fax History scre...
Wed, 4 Jun, 2025 at 1:52 AM