Administrative
Client Registration Page (Individual/View Client)
After pushing save and register you will be taken to the client’s registration page. On this page, you will enter any additional information you may have on the client (nick name, marital status, ethnicity, referral source, sliding scale fees if ...
Taking a payment
You can navigate to the payments page multiple ways in Therasoft. The P or A1 buttons on the calendar, selecting the Payments option from the Individual menu or the Pay button on the Attendance page. You will push the pay now button to take you to ...
2 places in Therasoft to check to see if diagnosis has been entered
There are 2 places in Therasoft you will want to check and make sure the diagnosis is entered. The first place is the client registration page, on the Diagnosis tab (see example below). The diagnosis entered here is what will populate other ...
Clearing money left in pre-payment deposit account
I have many clients who still have a significant amount of money left in their deposit accounts for payments that piled up over a time long past. How do I manually clear this amount down to $0.00 so that it doesn't look on their invoices like I still ...
How to upload/update intake documents
1. Go to setup tab 2. Select on company info 3. Select "Choose File" 4. Add the description for the document. 5. Select the file you want uploaded and click save (make sure that there are no spaces or special characters in file name). 6. Scroll to ...
How to import your client Demographics
If you are coming from another EHR Software and need to bring over your client demographics you can use this spreadsheet to Import your client data. You can email the Client demographics to support@therasoft.zohodesk.com.
How to mark Clients Active, Inactive or Discharged
To Mark as InActive: Go to Individual and then select View Clients. Select the client name to open the registration page. Mark the InActive option and then click the Save button in the middle of the screen. When you get the pop up select Inactive. To ...
PIN already in use, Enter another pin error
Follow the steps below if you see this message appear while on the client registration page Pin already in use, Enter another pin Click the Client Portal/myTherapist tab Change the pin number to any 4 digits Click Save -You should be able to make ...
Enable option for Client Feedback
Are you interested in getting feedback from your clients? Here are the steps needed to add this feature Go to the setup tab inside of Therasoft, click the Feedback tab, You are able to insert up to 5 questions (your choice) and your clients will be ...
Pre-Registration with Terms & Conditions sent to Client Portal
Make sure to go to your calendar and click the Client portal setting first before completing these steps. This will give you the choice of what you want your clients to see while they are inside the Portal. 1. Go to the Ind tab, go to the new ...
Change of Address for your practice
How to change your address with Therasoft: 1. Notify all insurance carriers 2. Go to Setup\Location 3. Select Add New 4. Enter the information for your new address and Submit 5. Once all insurance carriers have been notified, submit a help ...
Add credit card transaction fee to client statement
Steps for adding a fee/charge to the client statement for processing credit card payments. add another cpt code 0010 and add that to each session, click the A1 button and then find the cpt code click the magnifying glass and add the second ...
How to send the pre-registration link or add a new client
Do you need to start adding your clients? Or do you just want to enter a couple of test clients to play with? Here's how! To send the pre-registration link to a client: 1. Go to the Individual menu tab and select New Client 2. Select the yellow ...
Attach Scanned Image of Insurance Card to Client Registration
1. Select Individual/View Clients 2. Click on the client's name to open their Client Registration page 3. Select the Identification tab 4. Select the Upload button 5. Select Choose File 6. Browse to the saved file on your computer 7. Highlight it and ...