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.
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.
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.
A secure, legal record of their signature will be available to your client in their TherapyPortal account and to you in their chart in TherapyNotes. If you have a custom form for your client to complete, send the form (such as a fillable PDF, Word document, or other file type) to your client via TherapyPortal.
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.
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.
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.
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.
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.
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.
Mental Health Progress Notes Templates. ... Don't Rely on Subjective Statements. ... Avoid Excessive Detail. ... Know When to Include or Exclude Information. ... Don't Forget to Include Client Strengths. ... Save Paper, Time, and Hassle by Documenting Electronically.
There is no expiration date on writing notes. But having a complete story in your client's record is always important.
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.
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.
(A) Cancel Appt: To cancel an appointment, click the Cancel Appt button. If the appointment recurs, select whether to cancel just this appointment or all future appointments in the series.
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.
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.
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.
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.