Settings
Administrative setup and configuration for various clinic-wide settings
This articles explains how you can assign and un assign forms for your facility. Video Walkthrough For a live demonstration of Forms & Library. See...
Wed, 25 Feb, 2026 at 5:14 PM
This article provides instructions on how to add and remove staff Credential type within your facility's settings. Click on the Settings tab in the...
Wed, 25 Feb, 2026 at 5:20 PM
This articles explains how you can recover deleted timesheets. TherapyPM provides the opportunity to revive any deleted timesheets, which could have happe...
Wed, 25 Feb, 2026 at 5:27 PM
This article explains how you can create a new referring provider. Manage Referring Providers Navigate to the Settings tab (left). Locate "Ref...
Wed, 25 Feb, 2026 at 5:44 PM
This article explains how you can create/manage leave types and document types along with provider note access. Video Walkthrough For a live demonstra...
Wed, 25 Feb, 2026 at 7:43 PM
This article explains how you can set-up your patient's statuses and files. Video Walkthrough For a live demonstration of Patient Settings. Se...
Wed, 25 Feb, 2026 at 7:45 PM
This article explains how you can add relevant insurances to your practice. Video Walkthrough For a live demonstration of Add Insurance in Settings. ...
Wed, 25 Feb, 2026 at 8:04 PM
This article explains how you can configure the payor details. Video Walkthrough For a live demonstration of Insurance Setup. See the below video: ...
Wed, 25 Feb, 2026 at 8:11 PM
This articles explains how you can assign treatment types for your facility. Manage Treatment Type(s) In the Settings tab (left), navigate to Billing S...
Wed, 25 Feb, 2026 at 8:30 PM
This articles explains how you can add and manage your services. In the Settings tab (left), navigate to Billing Setup and click on "Services"...
Wed, 25 Feb, 2026 at 8:33 PM