This article explains how to exclude insurance(s) for a provider. How to Exclude Insurance(s)? Navigate to the Staff module (left). Select your pref...

This article explains how to exclude an authorization service for a provider, preventing them from selecting the service when scheduling an appointment. ...

This article explains how to exclude patient(s) created under the facility for the provider. How to exclude patient(s)? Navigate to the Staff tab (l...

This article guides you through the staff portal, explaining how staff can access it and its features. How to Create and Share a Staff Portal? To crea...

This article explains how you can create or edit a staff's work schedule. How to Create a Work Schedule?   Navigate to the Staff module (left). U...

This article explains how you can assign respective patient(s) to the staffs. How To Assign Patient(s)? Click on the Staff Tab from the left navig...

This article explains how you can assign and manage staff intake forms. How To Manage Intake Forms? A. Once you've added a new staff, you will nee...

TherapyPM offers features in the Staff Biography module that allow users to create and edit sessions for all patients. Click the Staff tab in the left ...

Navigate to the Staff module on the left. The Staff list will appear.  Click the (...) button on the top right corner. Select Download PDF, Download CS...

Step 1: Create an Archive Status for Staff Navigate to Settings > Staff Setup > Misc. Settings. Click on Add Staff Status (located at the top right...