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TherapyPM & RCM Services
TherapyPM Provides 5 Guided Training Modules *On-Boarding*
Knowledge Base Center
Dashboard
Dashboard Overview
Graphs
Today's Task
Patient
Staffs
Billing
Scheduler
Trending Reports Box
Quick Feature Icons
How To Send Fax
How To Send A Broadcast Message
Access Multiple Facility Using A Single Admin Credentials
Appointment Tab
Appointment Tab Overview
Appointment List View
Appointment Calendar View
Appointment New Calendar View
Appointment Timeline View
How To Create An Appointment
How to Edit An Appointment
How To Schedule A Recurring Session
How To Manage Recurring Session
How To Schedule A Group Therapy Appointment
Telehealth Visits
How to Delete an Appointment
How To Add Multiple Providers To Appointment
How To Add Session Break
How To Engage Patient Arrival Function
Start/ End Session
How To Schedule An Individual Therapy Appointment
How To Schedule A Group Therapy Appointment
How To Schedule A Non-Billable Appointment
How To Schedule A No-Auth Appointment
How To Block Off Provider Time
How To View Provider Block Off Time
How to Delete a Session Note
Authorizations Tab
Patient Authorization Module Overview
How To Copy Authorization
How To Create Group Authorization
How To Add Secondary Insurance
Auth Request
Patient Tab
Create Patient
How To Search/ Filter The All Patient(s) List
Patient Navigation
Documentation
Documentation - Charts
Verification of Benefits
Add Patient Authorization
Add/Edit/Delete Authrization Services
Add Patient Files
Patient Ledger
Intake Forms
Call Log
Payment Info
Clinician Team
Note Access
How To Download the All Patient(s) List
Staff Tab
Staff Tab Overview
How To Search/ Filter The All Staff List
Add New Staff
Staff Contact info
Credentials
Department Supervisor(S)
Payroll Setup
Other Setup
Leave Tracking
Add A Provider Time Off
Insurance Exclusion(s)
Service Exclusions
Patient Exclusion
Staff Portal
Work Schedule
Assigned Patients
Staff Intake
How To Provide Staff/Provider The Admin Level Access
How To Grant Access To Provider To Create/ Edit Sessions
How To Download tAll Staff List
Billing Tab
Billing Tab Overview
Primary Billing Manager
Manage Primary Claims
Manage Secondary Claims
AR Ledger - Claim Wise
AR Ledger - CPT Wise
Contract Rates
Patient Statement - Processing Statement Tab
Patient Statement - Manage Statement Tab
How To Manage Eligibility
How To Request Eligibility
AR Ledger - Aging Wise
How To Make Payment Via Credit Charge
Manage Statement(s) - Email Template
How To Correct Claims
Process Billing - How to add contract rate from rate list
How to Generating a No Show Invoice
How To Update Patient Invoice Due Date
How To Send Multiple Patient Invoices
How To Retract A Claim In Process Billing Module
How To Retract A Claim After Batching in Manage Billing Module
How To Batch Claim(s)
How to Retract/Remove Claim from Billing
Understanding Clubbed Sessions in TherapyPM
Understanding Recoupment in TherapyPM
Manage Write off in therapyPM
Payment Tab
Payment Tab Overview
E-Remittance
How to Add Deposit
How To View Deposit Details
Cash Posting
How To Apply Payment
Payroll Tab
Payroll Tab Overview
Payroll Processing Tab
Payroll Submission Tab
Processed Payroll Tab
Timesheet(s)
Paid Time Off
Time Off Management
Payroll Report
How To Bulk Submit Timesheet
How To Submit Provider Timesheet
How To Retract A Submitted Timesheet
How To Process Payroll
How To Submit Processed Payroll
Report Tab
Report Tab Overview
Max Total Auth Utilization Report
AR Ledger with Balance Report
Appointment vs Ledger Report
Service Wise Payroll Report
Expected PR VS Actual PR report
Rate Wise Payroll Report
Appointment Billed vs Report
ABA Hours Wise Report
Gusto Payroll Report
Supervision Tracking
Settings
Facility Setup - Name & Location
Facility Setup - Holiday Setup
Facility - Payroll Setup
Facility Setup - Logo
Facility Setup - Business Files
Facility Setup - Intake Form
Facility Setup - Forms Builder
Facility Setup - Create A New Form
Facility SetupForms & Library
Facility Setup - App ID Tracking
Staff Setup - Add Staff Type
Staff Setup - Deleted Timesheet
Staff Setup - Referring Provider
Staff Setup - Misc Settings
Patient Setup - Patient Settings
Billing Setup - Add Insurance
Billing Setup - Insurance Setup
Billing Setup - Add Treatments
Billing Setup - Add Services
Billing Setup - Add CPT Code
Billing Setup - CPT Code Exclusion(s)
Billing Setup - Add Service Sub-Type
Billing Setup - Billing Settings
Billing Setup - Place of Service
Billing Setup - Vendor Number Setup
Billing Setup - Diagnosis Library
Billing Setup - Unbillable Activity
Billing Setup - OA Files
Billing Setup - SOP
Appointment Setup - Deleted Sessions
Menu Permission
Menu Permission Module
How To Create/ Manage User Groups In Menu Permissions
How To Manage Group Permissions In Menu Permissions
Provider/Staff Portal
Provider Dashboard Overview
Create A Patient Profile in Provider Portal
Manage Patient Info in Provider Portal
Create An Appointment in Provider Portal
Manage Appointments - List View in Provider Portal
Manage Appointment - Calendar View in Provider Portal
Manage Appointments - New Calendar View In Provider Portal
Telehealth Session in Provider Portal
Provider Portal Access
Create Session Note In Provider Portal
Manage Appointment - Timeline View in Provider Portal
Staff Intake Form Submission
Timesheet(s) Submission
Provider Portal - Setup Work Schedule
Punch in Tab (Provider Portal)
Manage Appointment - Timeline View In Provider Portal
Patient Portal
Accessing Client Portal
Patient Portal - Patient Info
Patient Portal - Access & Manage Schedule
Patient Portal - Sibling Profile
Patient Portal - Access Telehealth
Patient Portal - Intake Forms Submission
Patient PortalPay Balance
Patient Portal - View Payment History
Service Payment
Add Patient Payment Information - Admin Portal
Payment Processing - Admin Portal
Service Payment Completion - Admin Portal
View Patient Payment History - Admin Portal
Charge Patient
Payment Processing - Patient Portal
View Payment History - Patient Portal
FAQs and Quick Tips
FAQs
FAQ
General Queries
Faq's
What is TherapyPM?
Do you offer a demo?
How can I sign up for TherapyPMS?
Is it easy to migrate to TherapyPMS from other software?
Will I be able to save the work I did during the trial period to my paid subscription?
Does TherapyPMS provide scheduling functionality along with reminders?
Can I sync my TherapyPMS schedule with Google Calendar?
Is it possible to schedule both individual and group appointments in TherapyPMS?
Can I see which provider is available to be scheduled, ensuring the approved duration of service with the properly credentialed staff?
Can I create recurring appointments on an ongoing basis?
Can I send intake forms and consent forms to my clients? Can they fill it out in the software?
Is it possible to document my notes in TherapyPMS?
Does TherapyPMS have a built-in library of note templates?
Can I upload an e-signature in TherapyPMS?
Can I record progress notes utilizing a combination of system default, provider customizable, and provider-defined templates?
Does TherapyPMS provide the tools to build care plans, guidelines, and protocols that should be used during client care planning and care? Do these tools include pre-populated information for ABA data collection?
Does TherapyPMS have a progress note template that is problem oriented and can it be linked to either a diagnosis or problem number?
Can I create and/or customize forms to support clinic workflow?
Do you have an automated billing feature?
Do you provide EOB and ERA?
Which credit card processor does TherapyPMS use, and can I use my own credit card processor?
Can I submit claims through TherapyPMS?
Do the session notes seamlessly integrate with the billing module to ensure that all session information directly aligns with the billing process?
Can I check the insurance eligibility from both the public and private insurance payers? Can you list the clearinghouses with which this functionality exists?
Are there any services available for you to act as a Managed Billing agent?
Can the clients pay the invoices securely? Is the payment gateway PCI-compliant?
Can I generate reports on demand?
Can I or the staff create custom reports?
Can the reports be set up to run automatically? Can these reports be routed to a specific person within the office?
Does ThreapyPMS visual representation of data such as graphs, trend lines, and others?
Settings
Facility Setup - Name & Location
Facility Setup - Holiday Setup
Facility - Payroll Setup
Facility Setup - Logo
Facility Setup - Business Files
Facility Setup - Intake Form
Facility Setup - Forms Builder
Facility Setup - Create A New Form
Facility SetupForms & Library
Facility Setup - App ID Tracking
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