by Therapia Software
EMR Quick Start Guide
Please use this quick start guide to help you start using our EMR software immediately. This guide shows you the pertinent functions of our EMR after you have successfully onboarding your practice.
1. Set up your Credit card/ACH processing
2. Set up your Billing preference
3. Choose your Settings
4, Activate your
E-Prescribing Account
5. Create your Appointment Types
6. Add Users
7. Add Users
8. Add Clients to your Practice
9. Explore with the Test Client
10. Edit the Client Profile
11. Provide Client Portal
Access and Edit Profile
12. Edit the Client Insurance preference
13. Sign Client Forms
14. Sign Client Forms
15. Schedule Clients
16. Schedule an Appointment
17. Schedule an Appointment through Calendar Tab
18. Schedule
an Appointment through Calendar Tab
19. Billing Software
20. Import your CPT codes
21. Import your CPT codes
22. Import CPT Codes using our Categories
23. Today’s Client
24. Appointment Details
25. Copay/Deductible- Create
26. Copay/Deductible- Pay
27. Client Deposits
28. Create Note
29. Select Note
30. Document
31. Summary Box
32. Sign Document
33. Signed Note
34.
35. Client Chart
36. Client Chart
37. Generate Bill
38. Edit Bill and Validate
39. Validate Bill
40. Insurance Bill Management
41. Insurance Bill Management
42. Cash-only Bill Management
43. Cash-only Billing Management
44. Cash-only Billing Management
45. Cash-only Billing Management
46. Cash-only Billing Management
47. Cash-only Billing Management
48. Form Builder
49. Form Builder
50. Form Builder
51. Form Builder
52. Form Builder
53. Form Builder
54. Form Builder
55. Support Ticket
56. Your Help Portal
