Patient Module
Patient demographic information, document storage, pt. ledger/ charges, insurance, and authorization information.
Patient Tab offers an overview of all patients who signed up for TherapyPM. As you navigate through the Patient Module, it will display a list of patients a...
Mon, 18 Aug, 2025 at 7:28 AM
This article explains how you can create and edit a patient. Video Tutorial For a live demonstration on how to create a new patient, please see the v...
Thu, 6 Nov, 2025 at 7:20 AM
TherapyPM provides an easier way for providers to search their patients' names and information on the list, without having to scroll down! To search...
Mon, 15 Sep, 2025 at 1:16 AM
This article explains the options found in Patient module. The Patient module offers tools to manage aspects of patient information and interactions. I...
Tue, 15 Jul, 2025 at 6:18 AM
This option is used to view the session notes associated with an appointment for the relevant patient. Video Walkthrough For a live demonstration o...
Thu, 6 Nov, 2025 at 7:25 AM
This article explains how to create and manage charts and call logs. The Documentation option under the Patients module allows you to manage session not...
Fri, 31 Oct, 2025 at 1:02 AM
This article explains how you can request verification of benefits (VOB) for your patients. TherapyPM offers a Verification of Benefits (VOB) feature, ...
Tue, 15 Jul, 2025 at 6:47 AM
This article explains how you can add/view/edit/delete documents for each patient. TherapyPM allows you to manage patients' documents effectively wi...
Mon, 27 Jan, 2025 at 3:20 AM
The patient ledger option provides information on the patient's current balances and payments. How to Access the Patient Ledger? Navigate to the b...
Mon, 27 Jan, 2025 at 3:27 AM
This article explains how you can enable the clients to fill and submit intake forms via patient portal. Video Walkthrough For a live demonstration of...
Thu, 6 Nov, 2025 at 7:28 AM