Appointment Module

Features of appointment scheduling.

How To Block Off Provider Time?
The block off time type of appointment is used when you want to block a provider's time in the calendar for anything non-therapy related. Block-...
Tue, 3 Feb, 2026 at 9:00 PM
How To View Provider Block Off Time?
You can view the provider's block-off time seamlessly in both the Timeline View and the Staff module. If you want to create a new block off time for ...
Mon, 9 Feb, 2026 at 12:27 PM
How to Delete a Session Note?
In TherapyPM, you can delete a session note that has been added to a session. Follow the steps below to remove a session note effectively: Navigation ...
Mon, 9 Feb, 2026 at 12:40 PM
Charging a Patient Before Claim Processing
To expedite invoicing and ensure timely payments, we recommend using the Charge Patient option. This feature allows you to directly charge the patient a spe...
Mon, 9 Feb, 2026 at 12:48 PM
How to Delete Recurring Sessions in TherapyPM
Deleting recurring sessions in TherapyPM is quick and easy using the Appointments module. You can delete an entire recurring pattern, individual sessions, o...
Mon, 9 Feb, 2026 at 1:07 PM
How To Schedule A Travel Appointment?
Video Walkthrough For a live demonstration on How To Schedule A Travel Appointment. watch the below video: This appointment type is used for track...
Mon, 9 Feb, 2026 at 1:10 PM
How to request supervisor signature on a session note?
Providers/ Admins in TherapyPM from their portal can send a signature request for session notes to their supervisors using the Request for Signature functio...
Mon, 9 Feb, 2026 at 1:24 PM
How to request a supervisor to add notes to a session?
Providers and admins can send a request to the supervisor to add and complete session notes for scheduled appointments.  1. Click the Appointment tab and...
Mon, 9 Feb, 2026 at 2:15 PM
How to Use the Voice Recorder & AI-Powered Session Note Summarizer
This article explains how to use the built-in voice recorder and AI-powered summarization feature while adding session notes. These tools help you document ...
Mon, 9 Feb, 2026 at 3:04 PM
How to Schedule Your Patient's Appointment with AI?
Using AI-Powered Scheduling Recommendations, the system suggests the top 4 best provider and schedule combinations for a session, helping you quickly cho...
Mon, 9 Feb, 2026 at 3:22 PM