Patient Module

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

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. Video Tutorial  For a live demonstration To Manage Patients Note Acc...
Thu, 6 Nov, 2025 at 7:29 AM
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...
Thu, 6 Nov, 2025 at 7:29 AM
Patient Portal
Video Walkthrough For a live demonstration on Manage Patient Portal, watch the below video: This article explains how patients can access the pati...
Thu, 6 Nov, 2025 at 7:30 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 (Hide the patient name from the Patient List)?
A clear and organized workspace helps you stay productive, think clearly, and make well-informed decisions that can lead to positive client outcomes. The sa...
Wed, 1 Oct, 2025 at 2:36 AM
How to Add Patient 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, 4 Jun, 2025 at 3:49 AM