TherapyPM App FAQs

Appointment - How to Create a Patient?
Log on to your TherapyPM portal using this link: https://app.therapypms.com/.  Click the “+ " icon > Select Create Patient option.   Then...
Fri, 20 Jun, 2025 at 12:24 PM
Appointment - How to Edit the Patient Information?
Log on to your TherapyPM portal using this link: https://app.therapypms.com/.  Go to the Patients module.  Access the All Patient table by clicking ...
Fri, 20 Jun, 2025 at 12:23 PM
Appointment - How to Use the Filter in the Patients List?
Log on to your TherapyPM portal using this link: https://app.therapypms.com/.  To filter the patient list, access the patient(s) module, and apply the ...
Fri, 20 Jun, 2025 at 12:24 PM
Appointment - How to Download Client/Patient/Patients List?
Go to the Patients module (left).  Click on the three horizontal dots (...) in the top right corner.  Choose whether you want to download PDF, CSV, ...
Fri, 20 Jun, 2025 at 12:24 PM
Appointment - How to Download the Patient List?
Log on to your TherapyPM portal using this link: https://app.therapypms.com/.  Access the patient(s) module. Click the (...) action button to downlo...
Fri, 20 Jun, 2025 at 12:25 PM
Appointment - How to Sign Notes?
Log on to your TherapyPM portal using this link: https://app.therapypms.com/.  Go to Appointment > List View.  Click on the three horizontal dots...
Fri, 20 Jun, 2025 at 12:25 PM
Appointment - How to Finalize/Lock Session Notes?
Log on to your TherapyPM portal using this link: https://app.therapypms.com/.  Go to Appointment > List View. Click on the three horizontal dots ...
Fri, 20 Jun, 2025 at 12:26 PM
Appointment - How to Print/Download Session Notes?
Log on to your TherapyPM portal using this link: https://app.therapypms.com/.  Go to Appointment > List View. Click on the three horizontal dots ...
Fri, 20 Jun, 2025 at 12:26 PM
Appointment - How to Add a New Template?
Log on to your TherapyPM portal using this link: https://app.therapypms.com/. Go to Patients > Documentation.             (Fig. 1)         (...
Fri, 20 Jun, 2025 at 12:26 PM
Appointment - How to Update Templates?
Log on to your TherapyPM portal using this link: https://app.therapypms.com/.  Go to the notes template section, select the template, and choose "...
Fri, 20 Jun, 2025 at 12:27 PM