Patient Module

Patient demographic information, document storage, pt. ledger/ charges, insurance, and authorization information.

Patient Tab Overview
Video Tutorial  For a live demonstration of how to navigate the patient tab, please see the below video Patient Tab offers an overview of all patients...
Mon, 16 Feb, 2026 at 1:03 PM
Create/Manage Patient Profile
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...
Tue, 10 Feb, 2026 at 7:22 PM
Patient Navigation
This article explains the options found in Patient module.  The Patient module offers tools to manage aspects of patient information and interactions. I...
Tue, 10 Feb, 2026 at 7:30 PM
Documentation
This option is used to view the session notes associated with an appointment for the relevant patient. Video Walkthrough For a live demonstration o...
Tue, 10 Feb, 2026 at 8:49 PM
Goals & Intervention
This article explains how to create and manage patient goal & intervention. The Documentation option under the Patients module allows you to manage ...
Wed, 11 Feb, 2026 at 7:20 PM
Verification of Benefits (VOB)
This article explains how you can request verification of benefits (VOB) for your patients.  Verification of Benefits can be documented in-house by your...
Tue, 10 Feb, 2026 at 9:07 PM
Manage Patient Files
This article explains how you can add/view/edit/delete documents for each patient. TherapyPM allows you to manage patients' documents effectively wi...
Tue, 10 Feb, 2026 at 9:19 PM
Patient Ledger
The patient ledger option provides information on the patient's current balances and payments. Access Patient Ledger Navigate to the left naviga...
Wed, 11 Feb, 2026 at 3:27 PM
Patient Intake Forms
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...
Wed, 11 Feb, 2026 at 3:47 PM
Call Log
This article explains how a log can be entered after making a call with any patient. Manage Patient Call Log? Go to Patients Tab. Under the All Pati...
Wed, 11 Feb, 2026 at 3:53 PM