The Pay as Balance action is used when the payment is equal to the remaining balance on a claim.  To use the "Pay as Balance" action: Naviga...

Adjust as Billed is used when you need to adjust the claim to match the billed amount. To use the "Adjust as Billed" action: Navigate to Paymen...

The Adjust as Balance action allows you to adjust the remaining balance on a claim. To use the "Adjust as Balance" option: Navigate to Payment ...

To download the list of deposits processed during a session: In the Cash Posting screen, look for the Export or Download button in the top right corner. ...

The All & Unallocated toggle helps users switch between viewing all deposits and just the payments that haven’t been allocated to claims: All: Shows ...

In TherapyPM, claims are created in two ways: A claim is generated when a session is manually rendered. A claim is generated when the session is si...

You can render a session from any of the three appointment views: List, Calendar, or Timeline. Simply open the appointment you want to update. If you n...

Claim Division Rules control how TherapyPM splits claims during billing. Depending on your practice’s workflow, you can enable rules to split claims by: ...

Split by Date of Service is a claim-division rule in TherapyPM that automatically separates claims based on each service date. If multiple sessions from dif...

Split by Place of Service is a claim-division rule in TherapyPM that automatically separates claims when services are performed at different Places of Servi...