Appointments cannot be edited or deleted once the session has been processed for billing. To make changes, the session must first be retracted from billing ...

Even if the Create/Edit Appointment permission is enabled, a staff member must also have at least one scheduling access toggle turned on to schedule session...

When adding a deposit, the system checks for duplicate check numbers. If a deposit has already been created using the same check number, the system will dis...

The List View is available only to Admin users in TherapyPM. Provider accounts, including BCBAs, do not have access to the Admin List View. Instea...

To ensure the modifier appears correctly on the claim, it must be added at the patient authorization (Auth) level, not only under the insurance contract rat...

When generating a batch, the number of sessions does not always match the number of claims created. If a patient has multiple sessions on the same date ...

When manually applying payments, closed claims are not shown by default in the payment posting screen. If a payment has already been applied and the cla...

If no patient names appear when creating an appointment, it is usually because the required scheduling permissions are not enabled for the user. Even if a ...

Notes in TherapyPM can only be entered for existing appointments. If a patient is not appearing or notes cannot be entered, it is usually because: No...

TherapyPM does not automatically mail patient statements monthly. Patient statements need to be generated manually and, once generated, sent manually to the...