Welcome to TherapyPM! This comprehensive training series will guide you through the essential steps to set up and efficiently manage your therapy practice using our platform. Whether you’re a new user or returning to the platform after some time, we’ve got you covered.

What you’ll learn

• Setup Module: Learn how to configure your system by adding Clients, Staff, Services, CPT Codes, and Rate Lists.

• Authorizations: Understand how to handle and track insurance authorizations for seamless billing.

• Scheduler: Master the scheduling tools to book, reschedule, and manage appointments effortlessly.

• Billing: Dive deep into Billing, including Submission, Retractions for corrections, Payment Posting, Patient Statements, and Credit Card Processing.

• Payroll: Learn how to manage payroll efficiently, ensuring timely and accurate payments.

• AR Ledger & Reporting: Explore how to track accounts receivable (AR) and generate reports. Plus, get answers to any miscellaneous questions you may have.

By the end of this training, you’ll be equipped to streamline your practice operations, manage appointments, billing, and payroll, and provide top-tier patient care.