Getting Started

Getting Started

  1. Review  Company Information
  2. Review Intake Documents
  3. Review Catalog of Services
  4. Working with Test Client
  5. Scheduling your First Appointment
  6. Adding your First AI Assisted Progress Note
  7. Adding your First Assessment
  8. Adding your First Treatment Plan
  9. Processing your first client payment 
  10. Submitting your first Insurance Claim
  11. Adding your First Client
  12. Importing Client demographics from CSV file
  13. Using the FAQ  - Ask Melissa @Therasoft
  14. Contacting Support for Training and Help - Submit a Ticket
  15. Getting setup with the Telehealth Bundle
  16. Setup Merchant Account for Credit Card processing
  17. Getting a new Website - therasoftwebsites.com
  18. Register profile in FindaTherapist.me directory
  19. Getting setup for Electronics Insurance Claims / ERA / EFT
  20. Getting setup with RCM Billing Services - Therasoftclaims.com