General
- Client E-signing Treatment Plan
- Quick Note vs. Progress (Session) Note
- Fax Referral Source
- Practice Logo - Banners and Icons
- Direct Deposit of Insurance Reimbursement
- View Your Login History and Other Security Information
- Set up Guide for Group Practices Transitioning to TherapyAppointment
- Customizable Client Demographics and Reports
- Print the Calendar
- Triage Account for Group Practices
- Editing Existing Insurance Company
- Why did I receive a Missing Benefit alert?
- Clients List (Left Menu)
- Client Birthday Emails
- Insurance Policy Problems (Home screen)
- Autopilot and Today Schedule
- Client Referral Source and Reports
- Transitioning to TherapyAppointment for Solo Providers
- Records Access In Cases of Death, Disability, or Disaster
- Legal Guardian