TherapyAppointment Navigation & Overview

Welcome to our Navigation and Overview!

Whether you are a new or existing user, this page will guide you through the key navigation areas of TherapyAppointment. What you actually view in your account will depend upon the roles you have in your practice.

Review Broad Concepts

Begin by reading through the core ideas and functionalities outlined on this page to build a solid foundation.

Access Additional Resources

Use the provided links to explore detailed guides and support materials.

Get Answers to Your Questions

If you have specific questions, refer to the linked resources for detailed explanations and next steps

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: You’ll see a notice about the number of unread messages waiting for you.

Prescribers have access to our ePrescribe feature (via DoseSpot)

is for practice wide settings. Manage Staff, Templates and Online Forms, Security and Billing. Click here to view

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

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.

Click on each tab below to load our support article on that left menu item:

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

To access, click:

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

Note: The Client’s TherapyAppointment Account Number appears right below their name. Client Name and Date of Birth are considered Protected Health Information. So use this number instead of their name when working with our support team. Example shown above: C000214143

Click on each tab below to load our support article for each of the client's profile top tabs:

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

From either the home screen or calendar, clicking on the client’s appointment pops up a summary screen from which you can take various actions on this appointment:

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 a claim has been generated, you’ll see this tab and a visual notice, click to review the claim details.

Middle Section:

Client Alert to view / edit
Each client profile tab discussed here (above)
Basic client information including name, DOB, Dx, and contact information
Click Profile or the bottom right pencil edit to edit demographics

Right Menu:

Option

Description

Accept 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