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  1. TherapyNotes® is practice management software for behavioral health, helping you securely manage records, book appointments, write notes, bill, and more.

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    • Inviting Clients to Use Your Portal
    • Managing Existing Portal Accounts
    • Linking Multiple Clients to The Same Portal Account
    • Viewing Portal Account Status on The Patients List

    For security, clients must have both an email address and a date of birth on file in order to log in to the client portal. Before giving a client access to your practice's client portal, click Patients > Patient name > Info tab and verify that the client has a date of birth and email address on file. If not, click anywhere on the Patient Informatio...

    To reset a client's portal password:

    1. Click Patients > Patient name > Portal tab 2. Under TherapyPortal Access, click the Reset Client's Portal Passwordbutton. The client will receive an email with a link to reset their password. This link is only active for 24 hours.

    To remove a client's access to the portal:

    1. Click Patients > Patient name > Portal tab 2. Under TherapyPortal Access, click the Remove Portal Access for This Patientbutton. 3. A warning dialog will appear. Click the Remove Accessbutton.

    One portal account may be used to manage appointments for multiple clients, such as when a parent or guardian has multiple children under their care. To link multiple clients together in the same portal account, the clients must have the same email address on file in TherapyNotes. Once the portal account is created for one of the clients, other cli...

    You can see which clients have active portal accounts on the Patients list, rather than going into individual charts to view the information. To view portal account status from the Patient list: 1. Click the Patientstab. 2. Enter a patient name in the Search field, or choose a clinician or payer from the Assigned to dropdown, and/or make a selectio...

  3. Dec 1, 2023 · Setting up your TherapyNotes account properly will help reduce the likelihood of rejected insurance claims, ensure that your staff has access to what they need in TherapyNotes while limiting access to only what they need to know, and make documentation faster and easier.

  4. Jun 15, 2022 · Be sure to remember your password. You will use your new password the next time you log in to TherapyNotes. You may also manage your two-factor authentication (2FA) settings in your Security & Activity section. For more information, read Set Up and Use Two-Factor Authentication.

  5. With TherapyNotes ®, your patient records, scheduling, notes, billing, and telehealth are all connected in a single software solution that you can take anywhere. All you need is an Internet connection.

  6. TherapyNotes® is practice management software for behavioral health, helping you securely manage records, book appointments, write notes, bill, and more.

  7. Feb 16, 2023 · TherapyNotes™ 5.10 gives a new look and feel to the login page. The process for logging in remains the same, as described below. If you've logged in before, your practice code, username, or both may be pre-filled for you.

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