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How to import your client Demographics
How to delete/view/edit a Progress Note
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Clinical - Deleting Assessments and/or Treatment Plans
Clinical - How to delete/view/edit a Progress Note
Clinical - How to email a Clinical Assessment
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Training Videos & Webinars
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How to set up groups
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No Show/Cancelled Appts - How to mark them
Auto Reminder times for appointments

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URGENT for providers doing testing with Clients 2019 new cpt codes
See attached files to see the information in regards to changes for billing codes cpt codes 1/1/2019
Adding New Insurance Carriers
The most important part of adding a new Insurance Carrier to your list is to first verify the Payer ID to be used through Emdeon. You can do a lookup using the following link but remember that you may...
What does EDI, ERA and EOB stand for?
EDI stands for Electronic Data Interchange and allows us to submit your claims electronically. ERA stands for Electronic Remittance Advice and allows us to post your EOBs electroinically eliminating ...
Emdeon Vision - Helpful Hints
HOW TO PULL UP AN EOB IN EMDEON VISION: - Login into Emdeon Vision - Click on Reporting & Analytics and then Claim Management - Click on Payments at the top - Select ERA Search - In the Time ...
Website and Social Media Marketing
Website and Social Media Marketing : If you do not currently have a website, we can build one for you. If you do have a website and would like us to take over the domain and manage it for you, we can ...
Ready to Post - How to post a payment
We are going to use a sample scenario. Let's say we received an EOB giving me the following information: - Payer: United Healthcare - Patient: John Smith - DOS: 2/1/2018 - Ins. pays $50.
What do the colors on the Calendar mean?
- Letters A, P, N, I, and B can be Yellow, Red or Green. The letter N is sometimes Blue.   - Red means that nothing has been done yet; Yellow means the task has been started but not completed; B...
How to resubmit a claim
1) Go to Individual/Group, Progress Notes 2) Select your client 3) Click Pri (Primary Insurance) to the right of the session 4) In the Popup window select Original and click OK to Continue
Proof of Timely Filing Letter - Insurance
To obtain a letter of Proof of Timely Filing: 1) Login to your Emdeon Vision Account - If you do not know your login, please email us at and we w
How to add a new therapist/admin user to Therasoft.
1. Go to Setup, Counselor/Staff and click Add New
How do I add new CPT Codes?
1) Go to Setup, Session Catalog 2) Select the CPT Code from the Billing Code drop down 3) Enter this CPT Code into the Service Code 4) Enter the Description (ex. Ind. Therapy)  N
Secondary Insurance - How to bill
  1.  Go to Individual, Progress Notes and select the Client 2.  Click Sec to the right of the first session
Billing Add on Codes
1) Go to Setup, Session Catalog 2) Select 90832 from the Billing Code drop down 3) Enter 90832 in the Service Code field
Deleting Assessments and/or Treatment Plans
The client will need to have at least 2 or more assessments or treatment plans in order for the popup window to display.  
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 blo...
Submitting Suggestions
We are always looking for ways to grow so your suggestions are extremely helpful for us. Of course we can't use EVERY suggestion right away but sometimes it gives us ideas for future improvements. To...
Email Payment Receipts to multiple emails
Now you can send the payment receipt to multiple email addresses: Steps to add multiple Email IDs: - Go to the client's Registration page
Popup Blocker
You may have noticed that when you click on some of the buttons in Therasoft, it seems like nothing is happening. This may have to do with your Popup Blocker. Areas that this may happen in could be th...
Logging in for the first time - Verification Code
1) Go to the Login page on 2) Enter Username and Password (case-sensitive) 3) On the email Verification page click Submit
Testing your Credit Card Reader
If you believe that you may be having issues with your Credit Card Reader, please do the following to check: 1) Unplug your CC Reader from your USB Port 2) Open up the Notepad in your Start Menu/Acc...
Printing Client Address Labels
In our Miscellaneous Reports, we have an option called Client Address Labels report. Printing them out requires a bit of a process that includes the use of Microsoft Excel and Word.  Below is the link...
Changing appointment details - 2 ways
1) Calendar: Click on the pencil for the appointment, make the change and click Change. 2) Attendance: Unmark attendance or make sure the attendance box (under Billing Units) isn't checked. If it is c...
How come I can't mark attendance or start a progress note from the calendar
Are you listed under the registration page as the counselor? To check this please go to the Individual tab, View clients tab, Click on the client name, Click on the Counselor box and make sure your na...
Diagnosis change in system
If you are needing to update the diagnosis codes inside of Therasoft here are the steps.   For future sessions that are not scheduled yet update on the registration page.   For sessions in the past go...
How to refund or void a credit card transaction
If within 24 hours (same day), you will void the transaction.  If more than 24 hrs (next day). you will refund the payment amount. 1. Go to the date of service on the calendar and click on the P butto...
Deleting or voiding an insurance claim
If you are needing to delete a claim, find the appointment on your calendar. 1.  If the "I" button is green, there is no way to
Automatic Reminders not being sent
If you notice that your reminders have not gone out please submit a support ticket. We may already know and are working on them. But, we appreciate you notifying us in case we don't.
Tricare North going to Tricare east.
Payer: 68299 - TRICARE EAST To: Change Healthcare Revenue Performance Advisor Customers Payer: 68299 - 
Emailing treatment plan for Signature for client to sign
1) Make sure that an email address has been entered in the Email ID field on the Registration page 2) Select the Treatment plan and open it 3) Click Save at the bottom of the first page
Looking for example intake docs
We have attached the intake docs as examples in a word doc, feel free to make changes and then send to us through our submit a ticket button.   Therasoft Support team.
Billing, new credit card information
If you are needing to update your billing for your monthly subscription to Therasoft here are the steps.   Login to Therasoft Go to the settings tab You will see a tab called Therasoft billing.   Here...
Setting up your Client Portal and myTherapist app permissions
How to set up the Client Portal and myTherapist app permissions: On the Calendar, select your name in the Couns
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 Billi...
How to Send a Corrected Claim
1.  Go to Individual, Progress Notes and select the Client 2.  Click PRI to the right of the first session 3.  Select Corrected in the popup window, then OK to continue.
Colors for the background of the calendar for each provider
Did you know that you can change the color of each Clinician in therasoft for the calendar view? Check it out under the setup tab, counselor tab, click on the counselor name and then you will see a bo...
Check it out Looking at claim status inside of Therasoft
Did you know that you no longer have to login to Emdeon to look at your claim status? Go to the Insurance tab, click on claim status or claim response.   One is for claims we send to Beacon or other c...
Enable option for Client Feedback
Are you interested in getting feedback from your clients? Here are the steps needed to add this feature Go to the setup tab inside of Therasoft, click the Feedback tab, You are able to insert up to 5 ...
How to mark Clients Active, Inactive or Discharged
To Mark as InActive: Go to Individual and then select View Clients. Select the client name to open the registration page. Mark the InActive option and then click the Save button in the middle of the s...
"You're not authorized to add to this calendar" message
There is a checkbox on your counselor page that causes this message.  
How to upload/update intake documents
1. Go to setup tab 2. Select on company info3. Select "Choose File"4. Add the description for the document.5. Select the file you want uploaded and click save (make sure that there are no spaces or sp...
Merchant Account Application
Error message: "If you feel this code is an accurate icd10 billing code, and have checked this website and the code is correct, please call us at 888-435-8203, so we can add the code to our database."
Message received when attempting to submit a claim:   "If you feel this code is an accurate icd10 billing code, and have checked this website 
Request a quote for Therasoft Managed Billing Services
Complete Mental Health Billing Services
How to add and apply an insurance authorization
This can also be used to track EAP sessions if a certain number are free prior to needing an authorization. To add an authorization for the client it is a 2 step process.  First, you must enter the Au...
How to setup and insert an electronic signature
To set up your signature: 1.  Go to Setup\Counselor/Staff 2.  Select your name (in blue)

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