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TherapyNotes® is practice management software for behavioral health, helping you securely manage records, book appointments, write notes, bill, and more.
- Notes
TherapyNotes® is a comprehensive software for behavioral...
- New TherapyNotes™ Login Experience
By TherapyNotes, LLC on February 16, 2023. Updated 2/23/23...
- Behavioral Health EHR/EMR
TherapyNotes® is the most trusted EHR for behavioral health,...
- Notes
- Part 1: Get to Know TherapyNotes
- Part 2: Practice Settings
- Part 3: Staff User Accounts
- Part 5: Additional Settings
- Next Steps: Continue Setting Up Your Account
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This is the main navigation menu, which appears at the top of every page in TherapyNotes. Click on any menu item (B) to jump to that part of your account, and click on the TherapyNotes clipboard (A)in the upper left corner to return to your Welcome page. To the right of the menu items are two icons: the User Icon (C) and the Search Icon (D). The Se...
Set Up Your Practice Information
At the top of your screen, click the User Icon > Settings > Practice Information Some of the information you entered during the signup process is automatically filled in on this screen. Complete each of the fields in the section labeled Business Information. Ensure that all details on this page are associated with your practice, not your personal information. Note: To reduce the likelihood of insurance claim rejections, please ensure that the information you enter here exactly matches the inf...
Complete Your Practice Documentation
Click theUser Icon > Settings > TherapyNotes Subscription Navigate to the section labeled Practice Documents and Agreements. Here, you can view the TherapyNotes Terms of Service, complete our Business Associate Agreement, and upload a professional will. This is also where you will be able to upload additional documentation for your practice, such as a 501(c)3 certificate or sales tax exemption. (A) Business Associate Agreement: A business associate agreement (BAA)is a HIPAA-required document...
Set Up Multiple Practice Locations
Click the User Icon > Settings > Multiple Practice Locations (under Scheduling section) If your practice has multiple locations, add them to your account here. 1) Select theEnable multiple location supportcheckbox 2) Click the Add Locationbutton 3) Complete the fields 4) Click the Save Changesbutton Once your locations have been added, you will be able to select from these locations when scheduling appointments.
Set Up Your Own Staff Profile
Click the User Icon > Profile TherapyNotes uses specific roles to control access to various features within the software. Click anywhere on the Roles box to choose which roles should be assigned to you. Each role has different permissions, and only Practice Administrators can change and assign roles. For more information on roles, read User Accounts and Roles. Click anywhere on the User Informationbox to enter your information. This information will be included on documentation such as insura...
Add Additional Staff Users
Click theStaff tab > + New User Add additional staff members to your TherapyNotes account using the same process as you did to set up your own account. In the Roles box choose which roles should be assigned to the user, and in the User Informationbox enter the new user's information. Click the Save New User button. A temporary password appears. Be sure to give your staff member your account's Practice Code, the username you created, and this temporary password. Note: The password is case sens...
Set Up Work Schedules
Click theUser Icon > Settings > Work Schedules tab Any user with a Clinician role can have a work schedule stored in TherapyNotes. When a work schedule is set for a clinician, a warning will appear if an appointment is scheduled outside of their designated working hours. The work schedule is also required to allow clients to view a clinician's availability and request appointments on TherapyPortal, your custom client portal. 2) Click the +Add a Timebutton and enter a day, time, and location f...
Click the User Icon > Settingsto explore all of the settings TherapyNotes has to offer. Some settings to review and edit as you are getting started with TherapyNotes are highlighted below. (A) Practice Logo:Upload your practice logo to personalize your statements, your practice's login page for TherapyNotes, and your client portal. (B) Client Porta...
Learn how to set up and customize your TherapyNotes account for your practice. Find out how to configure your practice information, staff user accounts, patient profiles, and additional settings.
TherapyNotes® is practice management software for behavioral health, helping you securely manage records, book appointments, write notes, bill, and more.
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Find answers to your questions about TherapyNotes, a platform for mental health professionals. Learn how to use features, manage accounts, bill, code, and more.
