Setup
Instructions for Supervisor Setup
Supervisor Settings Supervisor - Setup Tab > Provider/Staff Check These Boxes QA Staff No Supervisor Signature Required Save at bottom of page Therapist (Supervisee) - Setup Tab > Provider/Staff Supervisor Dropdown to the right of the page Select ...
Turning Messages from TSO on and off
When we create these Messages/Updates, we choose the appropriate audience, such as All, Company Contact, Admins, or Therapists. If you do not want to receive these Messages or if you would like to block any of your employees from seeing them, you can ...
New user logging in to Therasoft for the first time - Verification Code
1) Go to the Login page on therasoftonline.com 2) Enter Username and Password (case-sensitive) 3) On the email Verification page click Submit 4) Check your email for the Verification/Activation code 5) Enter it on the Verification page and click ...
Client Billing Automation
Automation Setup: 1. Go to Setup\Company Info 2. Select the Statement Settings button in the lower right 3. Select the Billing Frequency for the Client Billing Statement from the drop-down 4. Select which email address to send the email to from the ...
Billing changes
For any billing changes: Adding new providers Inactivating accounts or change in settings Please follow these steps You will have to be the account owner, go to the setup tab, go to Therasoft Billing and request change you will then be instructed ...
Group Setup Instructions
How to set up groups: 1. Go to Setup\Session Catalog a. Setup the CPT code in the session catalog, if one is not already present. This step only has to be done once if you use the same billing code and fee amount for each group. For example, groups ...
Steps for Preregistration and Terms and conditions & Client Portal.
Steps for Preregistration and Terms and conditions & 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 ...
How to setup and insert an electronic signature
To set up your signature: 1. Go to Setup\Provider\Staff 2. Select your name (in blue) 3. At the bottom left, there is a field for electronic signature 4A. Select the Sign button to use your mouse or a touch-screen. 4B. Use the Choose file button ...
How to add a new therapist/admin user to Therasoft.
To add a new user to Therasoft: 1. Go to Setup, Provider/Staff and click Add New a. Add the First Name, Last Name, Location, Address, Phone Number, Mobile Phone Number, Unique Email, NPI (if a therapist) b. Select Save c. Select Ok to the Enter ...