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 4:58 PM
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 5:50 PM
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 10:46 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 3:48 PM
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 5:55 PM
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 10:32 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 4:17 PM
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 1:50 PM
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 1:57 PM
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 5:58 PM