Settings

Administrative setup and configuration for various clinic-wide settings

Settings Overview
The Settings tab in TherapyPM is your organization’s control center. This is where administrators configure system-level preferences, manage users, define w...
Thu, 26 Feb, 2026 at 4:08 PM
Facility Setup - Name & Location
Video Walkthrough View the walkthrough video below on Box 33 & 34 in Facility Setup This articles explains the information that needs to be add...
Wed, 25 Feb, 2026 at 2:30 PM
Facility Setup - Holidays Setup
This article explains how you can add personal holidays or federal US holidays. Video Walkthrough For a live demonstration of Holiday Setup.  see the b...
Wed, 25 Feb, 2026 at 3:10 PM
Facility - Payroll Setup
This article explains how you can create or edit payroll setup.  Video Walkthrough For a live demonstration of Facility Payroll Setup.  See the below v...
Wed, 25 Feb, 2026 at 3:52 PM
Facility Setup - Logo
This articles explains how you can upload your logo.  How to Upload Your Facility Logo? In the Settings tab, navigate to Facility Setup. Click o...
Wed, 25 Feb, 2026 at 4:31 PM
Facility Setup - Business Files
This article explains how to add/manage business related documents. Add/ Manage Business Document Select the Business Files option from the left navig...
Wed, 25 Feb, 2026 at 4:32 PM
Facility Setup - Intake Form
This article explains how to upload intake forms for the facility and manage them effectively. Video Walkthrough For a live demonstration of Facili...
Wed, 25 Feb, 2026 at 4:40 PM
Facility Setup - Data Import
Learn how to perform Data Import in TherapyPMS from this article. How to Manage Import Data 1. Click the Settings tab in the left navigation bar. ...
Wed, 25 Feb, 2026 at 5:01 PM
Facility Setup - Forms Builder (old)
This article explains how to create a new form using the form builder in the settings module. Video Walkthrough For a live demonstration of Facility Fo...
Wed, 25 Feb, 2026 at 4:51 PM
Facility Setup - Forms Builder (New)
The Form Builder in TherapyPM allows practices to create, customize, and manage forms for Patient Intake, Staff Intake, and Session Notes. With our new F...
Wed, 25 Feb, 2026 at 5:04 PM