Get Started
- Review Company Information
- Review Catalog of Services
- Scheduling your First Appointment
- Adding your First AI Assisted Progress Note
- Adding your First Assessment
- Adding your First Treatment Plan
- Processing your first client payment
- Submitting your first Insurance Claim
- Adding your First Client
- Importing Client demographics from CSV file
- Using the FAQ - Ask Melissa @Therasoft
- Contacting Support for Training and Help - Submit a Ticket
- Getting setup with the Telehealth Bundle
- Setup Merchant Account for Credit Card processing
- Getting a new Website - therasoftwebsites.com
- Register profile in FindaTherapist.me directory
- Getting setup for Electronic Insurance Claims / ERA
- Getting setup with RCM Billing Services - Therasoftclaims.com