TherapyAppointment System Overview

Welcome new (or existing) users to our system overview page! We aim to cover some broad concepts here, as well as link you to the proper resources to answer your questions!

Have a question our articles don't cover? Reach out to us! mail support@therapyappointment.com or click ? (bottom right)

In order from left to right:

+ New will allow you to create a new:

will take you to your HIPAA Compliant Messages

Note: Similar to other email or messaging apps, we show you the number of unread messages beside the mail icon

is for our ePrescribe Option (via DoseSpot)

is for practice wide settings. Manage staff, billing & insurance, templates, forms & security settings Click here to view

JD arrow_drop_down (Your initials) opens up a dropdown with these options:

Another key area in the system, navigating with the left menu

Are you a mobile user or have a small screen? That menu can be found at the bottom of your screen, similar to an app.

Below we go into detail each tab of the left menu. Click on each tab to bring you to that article:

home Home (Your Home / Dashboard)

group Clients (List of clients)

calendar_month Calendar (Calendar view with appointments + meetings + google and external calendars)

attach_money Billing (Billing + Insurance dashboard)

insert_chart Reports (All system + financial reports)

Client Profile

One of the more frequently used areas of the system, and deserves it's own articles as well!

To access, click:

group Clients (left menu)
Then click the client's name

Note: We also include the Client Account # just beneath the client name in their profile. This comes in handy for non-PHI identification, like with our support team! Example shown above: C000214143

Below we go into detail each tab of the client profile. Click on each tab to bring you to that article:

Profile (Main client profile)

Messages (For all HIPAA compliant messages with this client)

Appointments (For all appointments for this client)

Records (For all records: chart note + quick note + treatment plans)

Billing (For all billing + statements + insurance postings)

Docs & Forms (For all online forms + PDF forms + uploaded documents on file)

Appointment Pop Up

A client appointment pop up is also another commonly used area of the system. From charting and billing to claims, there are a few actions that can be taken here.

Example screen:

Top Tabs:

Summary Shows you the basic overview of the appointment similar to this screen, it also contains Telehealth recordings & the appointment timeline (audit)

Scheduling Allows you to reschedule an appointment, set CPT code & location, change the appointment to telehealth

Chart (Provider only) Begin charting for this appointment, or view your draft or locked chart note

Billing Begin or edit the billing for this appointment, including generating or editing a claim

Claim If generated will show you here as well to review

Middle Section:

Client Alert to view / edit
Each client profile tab discussed here (above)
Basic client information
Click Profile or the bottom right pencil edit to edit demographics

Right Menu:

Option

Description

Allows you to accept or take a payment for either just this session, or multiple

Begin or edit the billing for this appointment

Generate a Superbill for this visit

Begin charting for this appointment

View the last three chart notes for this client

Add a Quick Note Entry to this clients records

Update or add a new Treatment Plan for this client

Check the client in for this appointment

Print a work or school excuse for this appointment

Print upcoming appointment reminders for this client

Fax the referral source for this client