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General
- Client Merging
- Fax Referral Source
- Quick Note vs. Progress (Session) Note
- Client E-signing Treatment Plan
- Practice Logo - Banners and Icons
- Set up Guide for Group Practices Transitioning to TherapyAppointment
- Why did I receive a Missing Benefit alert?
- Print Calendar
- Direct Deposit of Insurance Reimbursement
- Editing Existing Insurance Company
- How to Handle Records Requests - HIPAA + CURES Compliance
- Triage Account for Group Practice
- Income Summary Report
- Records Access In Cases of Death, Disability, or Disaster
- Customizable Client Demographics and Reports
- Client Birthday Emails
- Solo Provider Demonstration of TherapyAppointment
- Client Face Sheet: Printable Demographics
- Autopilot and Today Schedule
- Insurance Policy Problems