General
- Client E-signing Treatment Plan
- Fax Referral Source
- Quick Note vs. Progress (Session) Note
- Practice Logo - Banners and Icons
- Set up Guide for Group Practices Transitioning to TherapyAppointment
- Direct Deposit of Insurance Reimbursement
- How to Handle Records Requests - HIPAA + CURES Compliance
- Why did I receive a Missing Benefit alert?
- Print Calendar
- Editing Existing Insurance Company
- Income Summary Report
- Client Face Sheet: Printable Demographics
- Triage Account for Group Practices
- Customizable Client Demographics and Reports
- View Your Login History and Other Security Information
- Client Birthday Emails
- Clients List
- Insurance Policy Problems
- Autopilot and Today Schedule
- Accept or Take a Payment