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