Administrator
Reporting
Account
- Sign the BAA Agreement
- How to change currency
- Arizona time zone
- How to switch admin and therapist accounts
- Price (cost) of TheraPlatform (subscription)
- Administrator (admin) and how to create one
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
- 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
- Assigning a Client to More Than One Therapist
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
- 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
- How to charge client before Office session (how to collect credit card payments before session starts in person/in office)
Insurance
- 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
- Meeting history and how to enter start and finish time on the meeting (appointmet)
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
- How to Display the Provider's Actual Signature on a Consent Form Signed by the Client
- How to copy templates (e.g. notes, intakes) between different templates categories
- How to Assign Note Templates to Provider Types
- How to Purge Notes Under Todo Missing Notes
- How to Add a Table to Your Consent Forms