Practice Settings (Left Menu)
To access, click Practice Settings (left menu):
This area allows an owner or manager to define practice-wide settings:
Practice Settings Tabs
For a breakdown of each of the above practice setting tabs see below:
home General
This is where we keep the general overview group settings:
To edit any of these settings, at the top right corner of each section click the or other similarly titled blue button.
Group Settings
- Edit things like Group Name, Type 2 NPI, Taxonomy Code and Group Tax ID / EIN
Service Location & Billing Address
- Here we list only your primary office service location and details
- Click the Office Name to edit
- To create a new office location, click
Security Settings
Read on to learn how to configure various security related group settings from top to bottom:
To edit click (top right) and re-enter your password.
The button will then turn to shown here:
privacy_tip Security Options
security_update_good Require Two-Factor Authentication
computer Simultaneous Login Limit
- Limit how many devices / browsers a single user can be logged in with at the same time
- Logging in with more than the limit will result in the oldest sign in to be logged out
- A paragraph field type that you can enter
- Before seeing the dashboard, this message will be displayed to both staff and clients immediately after signing in:
Automatically inactivate staff and / or clients after 90 days of inactivity
- To unlock staff: Click here
- To unlock clients: Unlock them from their client profile via the right hand menu
You can use your own OpenID Conect provider for staff to sign in to TherapyAppointment.
- To do so, check off the box:
- Review the prompt:
- Click
- Follow the instructions from top to bottom (screenshot below) to configure
- Click when done
info Don't know what these values are?
Have questions? Please consult your SSO provider for instructions on this, TherapyAppointment staff unfortunately cannot directly assist with this.Practice Logo
- Upload both a Banner & Icon image for your practice
- Article: Practice Logos
Practice Announcements
- Show a message to clients on their dashboard
- Article: Practice Announcements
Other Settings
- Set your practice timezone or Zoom integration settings
apartment Office Locations
This is where you can come to add, edit, or close office locations:
- Service locations
- Billing addresses
- and Statement addresses (optional)
home Click the name of an office location to edit settings including:
- Address
- Phone number
- Whether or not it's a service location, primary office and billing address
- Schedule color
- Default POS code
- Service Facility NPI
- Taxonomy Code
To create a new location
At the top right of any section click
To close a location:
- home Click the name of an office location
- Scroll to the bottom and click (bottom left)
- You have the option to move future appointments and availability to another office (or cancel):
groups Staff
Here you can view, add, or edit the settings of any staff member or provider in the group here:
Click a staff member's name to edit their roles or any other setting they can edit in their My Profile area.
- Article: Adding and Managing Staff & Roles
- To the right, you can add & manage provider tags
- This is used in Find Availability as a search filter option
local_atm Billing & Insurance
Here you can set CPT codes, claims & insurance settings, and manage payment processing settings.
CPT Codes
Here you can edit the CPT codes used by clicking Set Up to the right:
General Overview:
- Standard: Used for standard billing, may be used with claims
- Add-on: Codes to add on to other CPT codes
- Custom: These are not used on claims, Superbills, or Flexible Spending Account (FSA) statements
- System: Normal fees of no shows and late cancels
Article: More details about CPT codes
Insurance Features
If your practice accepts insurance, here is where you can enable that or manage insurance company details.
- Article: Adding an Insurance Company
Claim Features
If your practice submits claims, here you can configure your optional Office Ally account and aging claim threshold.
- Article: Access Claim features (Electronic Claims Processing, Aging Claim Threshold)
Payment Processing
Here you can set up your integrated payment processing options, automatic payments, and optionally external credit card processing.
Articles:
- Connecting your TSYS account
- Connecting your International Bancard account
- Automatic Payment in Charting
- External credit card processing
description Chart Templates
Create or edit your practice's own custom chart note templates, managed on a per-therapist level.
Charts can also be shared with the group.
Articles:
- Chart Templates
- Start Charting (general)
description Online Forms
Here you can view all practice wide online forms
- To create a new form, click
- Start from scratch, use one of your already existing forms, or one of our prebuilt templates!
- Click on a form name to edit or preview
Articles:
manage_accounts Client Demographics
Here you can view, edit, enable or disable custom client demographics used on both the client profile as well as with a custom report.
Set your own, or use the prebuilt list of our commonly requested "advanced" demographics:
- Article: Customizable Client Demographics & Reports
- View or edit them within any client profile in the top section once enabled
- Also view these custom client demographics via Reporting (left menu)