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

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:

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.

Your Daily Process

Think of the typical things you need to do throughout the day as a therapist. We have you covered with this walkthrough of what a common day looks like in our system guided by our resident MFT.

Your Daily Process: Therapist Orientation

Walk through a normal day of a therapist in our system!

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.

6. Client Payments

Get paid faster with integrated payment processing, automated billing, and secure storage of PCI- encrypted credit card information.

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.

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.