Patient Module

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

Payment Info
This article explains how you can enter payment information of patients. Note: We do not store any financial or card details anywhere on our system or ...
Wed, 11 Feb, 2026 at 5:31 PM
Clinician Team
This article explains how you can assign the respective provider(s) to patients. Manage Patient's Clinician Team Access the Patients Profile,...
Wed, 11 Feb, 2026 at 5:47 PM
Note Access
This article explains how you can enable patients to access their sesion notes. Video Tutorial  For a live demonstration To Manage Patients Note Acc...
Wed, 11 Feb, 2026 at 5:54 PM
Manage Patient Siblings
This article explains how you can add multiple patients as siblings under one patient. Video Walkthrough For a live demonstration on Manage Patient Sib...
Wed, 11 Feb, 2026 at 6:12 PM
Patient Portal
Video Walkthrough For a live demonstration on Manage Patient Portal, watch the below video: To create a patient portal and let your clients a...
Wed, 11 Feb, 2026 at 6:42 PM
Bulk Export Clients Details
TherapyPM allows you to export patient details in bulk. You can choose to download either a basic report or a detailed report that includes comprehensive pa...
Wed, 11 Feb, 2026 at 6:49 PM
Archive Inactive Clients
In the Patients' list, you can view everyone enrolled in your practice. Over time, however, the list can become cluttered, especially with inactive pati...
Wed, 11 Feb, 2026 at 7:14 PM
Update Client Waitlist Status
The wait list status for any patient can be changed, and the wait list date can be set in the Patient Bio module. The steps below detail how to change the w...
Wed, 11 Feb, 2026 at 7:27 PM