Patient Tab

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

Intake Forms
This article explains how you can enable the clients to fill and submit intake forms via patient portal.  TherapyPM has made it easier for you to enable...
Fri, 7 Mar, 2025 at 2:15 AM
Call Log
This article explains how a log can be entered after making a call with any patient. How to Enter a Call Log? Navigate the blue navigation bar on the ...
Mon, 27 Jan, 2025 at 3:33 AM
Payment Info
This article explains how you can enter payment information of patients. How to Enter Payment Information? Navigate to the Patient tab from the naviga...
Mon, 27 Jan, 2025 at 3:35 AM
Clinician Team
This article explains how you can assign the respective provider(s) to patients. How To Assign Provider(s)? A.  Click on the Patient Tab from the left ...
Tue, 21 Jan, 2025 at 7:03 AM
Note Access
This article explains how you can enable patients to access their sesion notes. How to Enable Note Access for Patients? Navigate to the blue nav...
Fri, 7 Mar, 2025 at 2:31 AM
Sibling
This article explains how you can add multiple patients as siblings under one patient. How to Add Patients as Siblings and Access the Portal? A. Click...
Fri, 7 Mar, 2025 at 2:34 AM
Patient Portal
This article explains how patients can access the patient portal and its features. How to Create and Share a Patient Portal? To create a patient...
Fri, 7 Mar, 2025 at 2:37 AM
Downloading Patient Details on TherapyPM
TherapyPM has an option to download all patient details. To do so, follow these steps: Navigate to the Patients tab. Click on the three dots in the top-r...
Mon, 27 Jan, 2025 at 5:06 AM
How To Download the Patients List?
Access the Patients tab in the left navigation to view the patients list of the facility. Click the (...) button on the top right corner. Select: Down...
Mon, 27 Jan, 2025 at 5:16 AM
How to Move Inactive Patients to Archive/How to hide the patient name from the Patient List
Step 1: Create an Archive Status Navigate to Settings > Patient Setup > Patient Settings. Click on Add Patient Status (located at the top right cor...
Tue, 25 Feb, 2025 at 5:47 AM