Administrator
Reporting
Account
- Sign the BAA Agreement
- Invalid Room Message
- How to update my credit card for TheraPlatform subscription
- Add More Providers
- Purchase a Plan
- Disable Join Instant Session in Client Portal
Managing Therapists
- 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
- How to Share Calendars between Therapists
- How to Disable Video Recording Feature
Staff
Clients
Organization
- Ability to disable locations for scheduling
- How to manage access permissions
- How to setup fax?
- How to Customize Virtual Waiting Room
- How to Turn off To Dos (Alerts)
- Invoice Reminders
Office Locations
Billing
- How to Create Superbills Manually
- How to request payments at the time of booking (how your clients can pay upfront)
- How to add Signature Line to Superbill
- How to add footer to invoice, statement and superbill
- How to view write-off and discount reports
- How to collect and/or post partial payments from clients
Insurance
- How to turn off automatic claim creation and automatic claim submitting for particular clients
- How to add notes under claims and review history of claims
- How to submit claims with the supervisor’s NPI
- How to add modifiers (modifier codes)
- How to include additional id (qualifiers) on claims
- How to Edit CMS 1500 (how to edit claim)
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
Form and Note Templates
- How do I remove a Wiley License from my account and subscription?
- Purchased Wiley Treatment Planners but Still Asks me to Purchase
- How do I enable Wiley treatment planners and assign a license?
- How to hide scoring from reports?
- Customize Client Portal
- Customize and Edit Demographic Form