This article explains how to create or manage an email template for the Email Invoice function in the Manage Statement module. Creating a new email temp...

This article explains how to make patient invoice payment through credit charge. You can pay patient invoices using a credit card. To pay the invoice th...

This article explains how to correct a generated claim in the Manage Billing module. Video Walkthrough View the below walkthrough video to learn sen...

Step 1: Update Appointment Status to No Show When a client misses an appointment and you need to generate a No Show invoice, you must first update the a...

Below are the steps to update a client invoice due date within the Invoices section. Click the Patient Statement option under the Billing tab in the l...

Below are the steps to send multiple invoices to a client at once. Click the Patient Statement option under the Billing tab in the ...

Once a session is pulled to Process Billing, it will automatically be locked within the appointment. You’ll see a yellow lock icon in the list view, and no ...

When a claim is batched, it will automatically move to Manage Billing, and the claim status will be updated to Billed. In the list view, the session ap...

Video Walkthrough View the below walkthrough video to learn How to Retract/Remove Claim from Billing? In TherapyPM, sessions are automatically locked o...

This article explains how to batch claim(s) in the Primary Billing Manager module. The generated claims can be accessed in the Primary Billing Manage...