Settings

Administrative setup and configuration for various clinic-wide settings

Facility Setup - Forms & Library
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
Staff Setup - Add Credential Type
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
Staff Setup - Deleted Timesheet
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
Staff Setup - Referring Provider
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
Staff Setup - Miscellaneous Settings
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
Patient Setup - Patient Settings
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
Billing Setup - Add Insurance
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
Billing Setup - Insurance Setup
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
Billing Setup - Add Treatments
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
Billing Setup - Add Services
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