Support Videos
Everything you need to know. In one place.
Our video tutorial library contains a wealth of knowledge on TherapyAppointment. Want to quickly learn how to master a feature? Check out our videos below!
Alternatively, check out our other amazing articles linked below each section, or with the 🔍 search feature on any support page!
Click on any link below to be taken to that section.
In this Article:
- Getting Started
- Billing & Insurance
- Account Management
- Client Portal
- Charting
- Scheduling
- Group Practice Settings
1. Getting Started
New to TherapyAppointment? Learn how to quickly get your account up and running, manage practice settings, set up your client portal, and more.
Relevant Articles:
- Password Reset - Any System User
- Client Portal: Overview
- Adding a New Client
- Standard Client Documents (PDF, non-fillable)
- Online Forms
- Practice Settings
- Configure Availability (Schedule)
Support Center
Learn how to search for answers directly within the system, and to locate our online knowledge base.
Password Reset
How to recover a forgotten password if you have trouble logging in.
Client Portal
How to configure and activate the client portal, a huge time-saver in our system.
Add a New Client
How to enter a new client and their information.
Add and Manage Staff and Their Roles
How to create your staff member profiles and manage their roles.
Practice and Security Settings
Manage your practice and optimize your security settings.
Customizing Your Availability
How to set up your availability for the first time or change your availability to accommodate special temporary schedules.
Creating Online Forms for Your Practice
How to add and managing staff members to your account.
2. Billing & Insurance
We've streamlined billing and insurance for you automated claims filing, flexible claims processing, and a simplified way to collect insurance information during intake.
Insurance Verification
How to use Integrated Insurance Verification.
EDI Connection Setup
How to setup EDI connections for electronic claim submissions.
Posting Payment for Past Due Balance
Accepting client payment for a past date of service.
Adding Insurance Companies
How to create your insurance company library.
CPT Codes and Sliding Scale Fees
How to set up your billing process, including your CPT codes and sliding scale fees.
Client Demographic and Insurance Fields
How to enter client demographics, policy information, insurance benefits, and authorizations.
Insurance: Notes & Claims
How to chart a session and create a claim simultaneously.
Insurance: Creating a Claim
More information on insurance claim creation.
Insurance: Claim Scrub
How to "scrub" a claim, ensuring that it is complete and ready for submission.
Manually Posting Insurance Payments
How to enter insurance payment information based information mailed by the insurance company.
Auto Posting Insurance Payments
More on posting from an Explanation of Benefits received from an insurance company.
Posting Secondary Insurance Payments
How to post a secondary claim payment for a client with more than one insurance carrier.
3. Client Portal
Learn how to edit profile details, enable client self-scheduling, send HIPAA-compliant messaging, send and receive online forms to/from clients, and more.
Article: Client Portal: Overview.
Secure Client Messaging
How to send and receive messages and documents through the Client Portal.
Requesting Payment During Intake
How to request a credit card number during intake to store for payment.
PDF Forms Features and Uses
How to create, manage, and send your therapy clients standard documents through the client portal.
Automated Client Intake
How to set up automated new client intake through the client portal.
4. Charting
Save time with our free SOAP and HIPAA templates or create your own templates, manage and edit therapy groups, and more.
Article on charting related features: Charting Options
Custom Chart Templates
How to create a custom chart template.
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Group Therapy
Creating, Scheduling and Documenting Group Therapy.
Notes & Claims
How to create a claim for a patient's date of service by writing a note.
5. Scheduling
Simplify your day with automated appointment reminders, third party calendar sync, and customizable calendar settings.
Articles:
Scheduling & Reminders
How to use our scheduling features to make and keep appointments.
Client Self-Scheduling
How a client schedules an appointment through the client portal.
Therapist Self-Scheduling
How a therapist schedules an appointment on their calendar.
Group Therapy
Creating, Scheduling and Documenting Group Therapy.
Google Calendar Sync
How to integrate your Google Calendar in a secure and HIPAA compliant manner.
- Article: Google Calendar Sync
6. Client Payments
Get paid faster with integrated payment processing, automated billing, and secure storage of PCI- encrypted credit card information.
- Article: Client Registration (ask for credit card)
Accepting Payments & Entering New Cards
How to quickly accept credit card payments at the time of service and enter new credit card information.
Auto Charging Credit Cards
How to set up auto billing for a card on file.
Client Payment - Date of Service
Learn the steps for processing a client payment at the time of service.
- Related Article: Take or Accept a Payment
Group Practice Settings
Group Practice: Therapist Tags
Use this powerful tool to quickly identify providers available for new clients.
Group Practice: Supervisor Review Setup and Process
Automatically notify supervisors when session notes are ready for review.
Group Practice: Admin Scheduling
Explore the scheduling process if you are in an admin role in a group practice.
Group Practice: Triage Account
Using a "Triage Account" in a group to hold a set of new clients until they are assigned to a specific provider.