Patient Tab

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

Patient Tab Overview
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...
Fri, 7 Mar, 2025 at 2:07 AM
How to Create a New Patient?
This article explains how you can create and edit a patient.  TherapyPM allows you to create and edit a patient seamlessly in one place, without having ...
Fri, 7 Mar, 2025 at 2:28 AM
How To Search/Filter The Patients List?
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, 27 Jan, 2025 at 2:16 AM
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...
Mon, 27 Jan, 2025 at 2:19 AM
Documentation
This option is used to view the session notes associated with an appointment for the relevant patient. This option allows you to view and manage sessio...
Wed, 4 Jun, 2025 at 3:02 AM
Documentation - Charts
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...
Mon, 27 Jan, 2025 at 2:38 AM
Verification of Benefits (VOB)
This article explains how you can request verification of benefits (VOB) for your patients. TherapyPM offers a Verification of Benefits (VOB) feature, ...
Tue, 21 Jan, 2025 at 6:56 AM
How to Add Patient Authorization?
This article explains how you can create an authorization or non-authorization or placeholder along with adding insurance details. Once you have creat...
Mon, 27 Jan, 2025 at 3:16 AM
Adding/Viewing/Editing/Deleting 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...
Mon, 27 Jan, 2025 at 3:20 AM
Patient Ledger
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