General
- Quick Note vs. Progress (Session) Note
- Practice Logo - Banners and Icons
- Fax Referral Source
- 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
- Clients list (Left menu)
- Triage Account for Group Practices
- Print the Calendar
- Online Forms: Assigning & Completing
- Client Referral Source and Reports
- Editing Existing Insurance Company
- Insurance Policy Problems (Home & Billing screen)
- Why did I receive a Missing Benefit alert?
- Client Birthday Emails
- Records Access in Cases of Practitioner Death or Incapacitation Policy
- Client Alert and Memo
- Autopilot and Today Schedule
- Transitioning to TherapyAppointment for Solo Providers