Staff Module

All clinical personnel contact information and credentials are kept.

Patient Exclusion
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...
Fri, 20 Feb, 2026 at 2:52 PM
Staff Portal
This article guides you through the staff portal, explaining how staff can access it and its features. Video Walkthrough For a live demonstration on S...
Fri, 20 Feb, 2026 at 2:51 PM
Work Schedule
This article explains how you can create or edit a staff's work schedule. Video Walkthrough For a live demonstration on Staff Work Schedule, watch...
Fri, 20 Feb, 2026 at 3:00 PM
Assigned Patients
This article explains how you can assign respective patient(s) to the staffs. Manage Assigned Patients In the staff profile, click on Assigned Patien...
Fri, 20 Feb, 2026 at 3:12 PM
Staff Intake
This article explains how you can assign and manage staff intake forms.  Assign Staff Intake Forms All intake forms that have been added under Setti...
Fri, 20 Feb, 2026 at 3:32 PM
How To Download the Staff List?
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 CSV...
Fri, 20 Feb, 2026 at 3:54 PM
How To Provide Staff/Provider The Admin Level Access?
TherapyPM has functionality in the Staff module to provide any provider/ staff the admin level access. Navigate to the staff from the left navigation...
Fri, 20 Feb, 2026 at 4:07 PM
How to Move Inactive Staff to Archive
Step 1: Create an Archive Status for Staff Navigate to Settings > Staff Setup > Misc. Settings. Click on Add Staff Status located at the top righ...
Fri, 20 Feb, 2026 at 4:30 PM
Staff Portal - Access Settings
TherapyPM has introduced a new update under the Staff Portal called Access Settings. This feature allows administrators to grant or restrict specific access...
Fri, 20 Feb, 2026 at 4:48 PM