Get Started

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

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