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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
Appointment Tab
Appointment Tab Overview
Appointment List View
Appointment 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
Authorizations Tab
Patient Authorization Module Overview
How To Create A New Authorization
How to Add/Edit Authorization Service
How To Copy Authorization
How To Create Group Authorization
How To Add Secondary Insurance
Patient Tab
Patient Tab Overview
Create Patient
Patient Search
Patient Navigation
Verification of Benefits
Add Patient Authorization
Add/Edit/Delete Authrization Services
Add Patient Files
Patient Portal
Patient Ledger
Intake Forms
Call Log
Payment Info
Sibling
Documentation
Clinician Team
Documentation - Charts
Staff Tab
Staff Tab Overview
Add New Staff
Staff Contact info
Credentials
Department Supervisor(S)
Payroll Setup
Adding Staff Payroll
Other Setup
Leave Tracking
Insurance Exclusion(s)
Service Exclusions
Patient Exclusion
Staff Portal
Work Schedule
Assigned Patients
Staff Intake
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
Eligibility
Payment Tab
Payment Tab Overview
E-Remittance
Cash-Posting
Payroll Tab
Payroll Tab Overview
Payroll Processing Tab
Payroll Submission Tab
Processed Payroll Tab
Timesheet(s)
Paid Time Off
Time Off Management
Payroll Report
Report Tab
Report Tab Overview
Max Total Auth Utilization Report
AR Ledger with Balance Report
Appointment vs Ledger Report
Service Wise Payroll Report
Rate Wise Payroll Report
Appointment Billed vs Report
ABA Hours Wise Report
Settings
Name & Location
Holiday Setup
Payroll Setup
Logo
Business Files
Intake Form
Forms Builder
Forms & Library
Add Staff Type
Deleted Timesheet
Referring Provider
Staff Setup - Misc Settings
Patient Settings
Add Insurance
Insurance Setup
Add Treatments
Add Services
Add CPT Code
CPT Code Exclusion(s)
Add Service Sub-Type
Billing Settings
Place of Service
Vendor Number Setup
Diagnosis Library
Ability Files
Deleted Sessions
Service Rules
TPMS Meet
SMS/Email Settings
Goals Library
Menu Permission
Menu Permission Module
Create/ Manage User Groups
Manage Group 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
Telehealth Session in Provider Portal
Provider Portal Access
Create Session Note In Provider Portal
Manage Appointment - Timelive View in Provider Portal
Staff Intake Form Submission
Timesheet(s) Submission
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
Payment Module
Add Patient Payment Information - Admin Portal
Payment Processing - Admin Portal
View Patient Payment Information - Admin Portal
Payment Processing - Patient Portal
View Payment History - Patient Portal
Charge Patient
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?
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
