Administrator
Reporting
- How to Use Global Short Phrases
- Viewing Missing and Draft Notes Overview Report
- Cancellation Report
- Appointment Reminder Report
- Meeting history
- Therapists (providers) reports (billing, session, etc.)
Account
- Sign the BAA Agreement
- Flexible Signatures: How to Save your Signature
- How to add Reactions to Telehealth Meetings
- How to change currency
- Arizona time zone
- How to switch admin and therapist accounts
Managing Therapists
- How to restore a therapist
- Message error "User with this email already exists"
- How to assign biller and scheduler roles to therapists
- How to enable fax for therapists and staff members?
- How Admin and Scheduler Can Set Scheduling Availability for Therapists
- Wiley Treatment Planners on TheraPlatform
Staff
Clients
- Restrict Clients from Joining Meetings Outside of Their Scheduled Time
- How to create different client profiles to automatically populate the relevant forms and settings for that client type.(BUNDLES)
- How to customize clients list (how to add more columns)
- Welcome email
- To Do's : Internal Reminders and Alerts
- Insurance Coverage and Coverage Reports
Organization
- Show logo on Treatment Plan (Assessment and treatment plan, progress notes, chart notes and other therapy notes)
- Sending mass message to clients
- Stripe and telemedicine (Telehalth)
- Ability to disable locations for scheduling
- How to manage access permissions
- How to setup fax?
Office Locations
Billing
- How to Create Superbills Manually
- Advanced Billing Rules: Customize Modifiers, Rates, and Cancellations
- How to Require Service Selection When Scheduling Client Meetings
- How to edit location of services on the invoice
- How to Add Electronic Signature To Superbill
- How to Remove Service Location from Line Item in Invoice
Insurance
- How to Request Insurance Information From a Client
- How to Populate Box 24H (EPSDT) on the CMS-1500
- How to edit diagnostic pointers on CMS-1500
- How to enter different NPI if you have different NPI on file with insurer for eligibility
- How to enable co-sign validation for claim submission
- How to include/show referring provider on a claim (CMS 1500) when submitting it with supervisor's NPI
Notifications
- My Client Did Not Receive a Text Reminder
- My Client Did No Receive an Email Reminder
- How to Edit Email Notifications
- Set Up Text Reminders for Telehealth -Online Meeting
- How to Set Up Email Reminder For Telehealth - Online Meeting
- How to Set Up Text Reminders for Office Visits
Calendar
- How to Change the Names of Meetings Types
- How to change reminder type?
- Sync apple calendar
- Can I set (and how) a default time for appointments at my preferred time length, e.g. 45 min, etc.?
- Color coded calendar not working
- How to hide Saturday and/ or Sunday on the calendar
Form and Note Templates
- How to maximize note window
- Auto-Share Completed Consent Forms
- How to Share Signed Consent Forms with Clients
- How to Convert Your Own PDF Intake or Consent Forms into Digital Forms
- AI Assessments (how to set up and use AI for assessments)
- How to Customize and Edit the Contact Form in TheraPlatform