How do I use therapyportal with therapynotes?
Every function of your client portal is tied directly to your TherapyNotes account to ensure a seamless workflow. Everything you need to customize and manage your client portal can be found in your Client Portal settings and on the Portal tab of each client's chart. Getting started with TherapyPortal is as simple as clicking a checkbox.
How do I invite a parent to a therapynotes session?
Simply ensure that the parent's email address is on file in TherapyNotes for each of the children, send an invitation for one client, and link subsequent clients to the same account on the Portal tab of their charts. For more information, read How to Manage Client Portal Access.
How do I get Started with therapyportal?
Getting started with TherapyPortal is as simple as clicking a checkbox. Click the User Icon > Settings > Client Portal and select Enable your TherapyPortal.com client portal. If you've uploaded a logo to TherapyNotes, your practice logo will be featured on your portal automatically.
What features does therapynotes™ offer?
With features like simple electronic claim submission and assisted ERA payment posting, you'll have fewer data entry errors and less tedious paperwork. TherapyNotes™ integrates all aspects of your practice to help you improve patient care.
Does TherapyNotes have a client portal?
Your custom client portal is included with your TherapyNotes subscription at no extra cost and facilitates a paperless intake process. With your client portal, you can: Customize your portal with your own logo and color scheme to match your brand. Allow clients to view when clinicians are available for appointments.
What is TherapyPortal com?
TherapyPortal.com is a patient portal, allowing patients to join telehealth sessions, manage appointments, receive appointment reminders, receive documents, and complete paperwork. To request appointments from participating clinicians, please visit their website and look for the link to request an appointment.
How do you use TherapyNotes?
Start a Telehealth SessionThe Type must not be Group Therapy, Scheduled Event, or Vacation or Blackout Period.The Patient on the appointment must have a client portal account.The Use TherapyNotes Telehealth checkbox must be selected on the appointment.The appointment has not been marked as Missed or Cancelled.
Does TherapyNotes have email?
Quick Tip: When Text or Call, and Email is selected for a client, TherapyNotes always sends an email along with a text or phone call message to the client. If you do not wish to send an email reminder to a client, select Text or Call, and Email from the Appt Reminders dropdown.
How do I log into telehealth?
0:000:41How to Login to your Telehealth Appointment. - YouTubeYouTubeStart of suggested clipEnd of suggested clipHey guys I wanted to show you how easy it is to log into your telehealth appointment no downloadsMoreHey guys I wanted to show you how easy it is to log into your telehealth appointment no downloads are needed this is the email I got from my therapist I'm going to click on the link that they sent me.
How do you apply Therapyportal?
Log in to your practice's portal.Any telehealth sessions that are ready for you to join will appear at the top of your home page. ... Click the Join Session button for your appointment.Your browser will prompt you to share access to your camera and microphone.More items...•
How do you bill with TherapyNotes?
Click the User Icon > Settings > Practice Billing Select the Enable Billing Features checkbox in the Billing Features section to display configurable billing settings for TherapyNotes.
Do TherapyNotes assessment?
Did you know that TherapyNotes™ offers a Psychological Evaluation template? Our Psychological Evaluation template allows you to record the requesting party, purpose of evaluation, procedures, and comments for a complete account of your service.
How soon do TherapyNotes need to be completed?
There is no expiration date on writing notes. But having a complete story in your client's record is always important.
How do I upload documents to therapy portal?
Click the Upload button.In the Upload Document to Share dialog that appears, click the Choose File button to select the document you want to upload from your computer.Identify the document's Access setting, Name, Date, and Requirements (E-sign or Upload).Click the Add Document button.
How many customers does TherapyNotes have?
Our success representatives have helped our 75,000+ customers navigate all sorts of challenges. We'll gladly help you interpret claim rejections, work through enrollments, navigate credit card processing, and more to help your practice truly thrive.
Does TherapyNotes have telehealth?
The TherapyNotes™ Telehealth beta program is now open to all users! Practice Administrators can enable TherapyNotes™ Telehealth for all clinicians in your practice. Simply click the User Icon > Settings > Telehealth and select the Enable telehealth checkbox.
What is a therapy portal?
TherapyPortal is your own, unique client portal that you can customize to suit the needs of your practice. Your custom client portal is included with your TherapyNotes subscription at no extra cost and facilitates a paperless intake process.
What happens when a client completes a request?
Whenever a client completes your request by signing a document, uploading a document, or submitting a form, you'll automatically receive a reminder on your To-Do list to Process portal document responses. Electronic signatures and completed documents will be attached to the original document that you sent to the client in their chart, helping to keep your records lean and organized.
How to reset a patient portal password?
To reset a client's portal password: Click Patients > Patient Name > Portal tab. Under Client Portal Access , click the Reset Client's Portal Password button. A confirmation dialog will appear. Click OK. The client will receive an email with a link to reset their password. This link is only active for 24 hours.
How to remove client access to portal?
To remove a client's access to the portal: Under Client Portal Access , click the Remove Client's Acces s button. A warning dialog will appear. Click the Remove Access button.
How to enable therapy portal?
To enable TherapyPortal for your practice: Click the User Icon > Settings > Client Portal. Select the Enable your TherapyPortal.com client portal checkbox. Click the Save Portal Settings button.
How to make clinicians available on your portal?
To make clinicians available on your portal: Click Staff > Staff Name > Work Schedule tab. Verify that the user has a work schedule set. Work schedules are required to allow clients to view a clinician's availability on your client portal. To learn more, read How to Set Up Work Schedules. Click anywhere on the Client Portal Scheduling box to edit.
How to add a link to a client portal?
Once your client portal is ready to go, click the User Icon > Settings > Client Portal, copy the code provided under Link to Your Client Portal, and paste the code into your website's source code to add a link to your portal to your website.
How to change the color of a client portal?
To change your portal's color theme: Click the User Icon > Settings > Client Portal. Under Customize Client Portal, click the Change Color Theme button . If you have a practice logo uploaded in TherapyNotes, TherapyNotes will recommend color themes that complement your brand. Click on any of the theme colors to generate a preview ...
How to set up scheduling on a practice portal?
To set up scheduling on your portal: Under Practice Scheduling Settings, choose who can view available appointments, who can request appointments, when a client should call to make an appointment, who can cancel and reschedule appointments, and how far in advance appointments can be scheduled.
Can you share documents with clients?
You may begin sharing documents with your clients via TherapyPortal as soon as your portal and document sharing are enabled, and they will receive an email each time you share a document with them to complete. For more information on sharing documents, read How to Share Documents With Clients.
How to share camera and microphone on telehealth?
Click the Start Telehealth Session button. Your browser will prompt you to share access to your camera and microphone. Click Allow. Tip: Most browsers will offer an option to always allow camera and microphone access. Selecting this option will prevent your browser from needing to request access each time you start a telehealth session.
How to schedule a telehealth appointment?
To start a telehealth session: 1 Click Scheduling 2 Click on the desired appointment on the calendar. 3 If the appointment is eligible for telehealth, a banner will be displayed at the top of the appointment dialog. Click the Start Telehealth Session button. 4 Your browser will prompt you to share access to your camera and microphone. Click Allow.
What is a telehealth session?
Any device with a camera, microphone, compatible web browser, and Internet access is suitable for a telehealth session. Telehealth sessions can be started by any clinical user who has an appointment with a patient with a portal account.
Can you telehealth a group appointment?
In order to start a telehealth session for an appointment: The Type must not be Group Therapy, Scheduled Event, or Vacation or Blackout Period. The Patient on the appointment must have a client portal account. The Use TherapyNotes Telehealth checkbox must be selected on the appointment.
Enabling and Customizing Your Portal
Getting started with TherapyPortal is as simple as clicking a checkbox. Click the User Icon > Settings > Client Portal and select Enable your TherapyPortal.com client portal. If you've uploaded a logo to TherapyNotes, your practice logo will be featured on your portal automatically. Configure exactly how you want your client …
Inviting Clients to Create Accounts
- Easily invite your clients to create a secure account with your portal by sending them a welcome email from the Portal tab of their chart. Clients can access their account using the email address they have on file in TherapyNotes, their date of birth, and a secure password that they create. Have a parent that needs access to portal resources for two or more of their children? Simply en…
Managing Appointment Requests
- Any appointment requested by a client on TherapyPortal automatically shows up in your TherapyNotes account for you to approve or deny. Requests that are pending your approval will appear right on your To-Do list. For more information, read How to Approve or Deny Appointment Requests.
Conducting Telehealth Sessions
- If you have TherapyNotes Telehealth enabled, you and your client can start a telehealth session for any appointment you have scheduled with the client in TherapyNotes. With TherapyNotes Telehealth, you can meet clients where they are using reliable, remote video technology with end-to-end encryption. Start telehealth sessions using any device with a camera, microphone, and a …
Processing Electronic Signatures and Completed Paperwork
- Whenever a client completes your request by signing a document, uploading a document, or submitting a form, you'll automatically receive a reminder on your To-Do list to Process portal document responses. Electronic signatures and completed documents will be attached to the original document that you sent to the client in their chart, helping to keep your records lean and …
Accepting Payments on The Portal
- Practice Administrators can enable or disable client payments through the portal, depending on the needs of their practice. When enabled, clients will see their balance due when they log into their portal account and will have the option to make a credit or debit card payment. For more information on accepting portal payments, read Payments on the Portal.
Resources For Your Clients
- If your clients need assistance using TherapyPortal, you may refer them to these resources on our help center: 1. How to Request and Manage Appointments as a TherapyPortal User 2. How to Join a Telehealth Session as a TherapyPortal User 3. How to Review or Sign a Document as a TherapyPortal User
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