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Training Videos & Webinars
Training Video Library
Client Check-in Mobile App
How to Upload Registration Documents
Video Therapy
Video therapy instructions for clients
VidyoDesktop Installation Link and Instructions
Telehealth CPT Code and Place of Service Setup Instructions
Video therapy instructions for clinician
Simplifying Telemedicine CPT Codes for Billing Claims (GT? or 95?)
Audio or video quality is poor using Vidyo
How to setup locations, Counselors, Probation Officers etc.
Group Setup Instructions
Instructions for Supervisor Setup
How to add a new therapist/admin user to Therasoft.
How to setup and insert an electronic signature
New user logging in to Therasoft for the first time - Verification Code
How to import your client Demographics
Attach Scanned Image of Insurance Card to Client Registration
How to send the pre-registration link or add a new client
Client Billing Automation
How To Enter A Client
Add credit card transaction fee to client statement
Change of Address for your practice
How to mark Clients Active, Inactive or Discharged
Pre-Registration with Terms & Conditions sent to Client Portal
Auto Reminder times for appointments
No Show/Cancelled Appts - How to mark them
Setting your appointment parameters on the Calendar
What do the colors on the Calendar mean?
Changing appointment details - 2 ways
Unable to mark attendance or start a progress note from the calendar
Automatic Reminders not being sent
Colors for the background of the calendar for each provider
"You're not authorized to add to this calendar" message
How to modify the default message for automatic appointment reminders
Clinical - Assessments, Notes and Treatment Plans
Deleting Assessments and/or Treatment Plans
How to email a Clinical Assessment
How to delete/view/edit a Progress Note
Tsecure Email and custom websites
How to set up Encrypted Emails
Website and Social Media Marketing
Secure email links
Insurance and Claims
Adding New Insurance Carriers
Psychological and Neuropsychological Testing CPT Codes
Page Setup Settings for Printing CMS 1500 Forms
What does EDI, ERA and EOB stand for?
Emdeon Vision - Helpful Hints
Medicare Basics
Understanding Crisis CPT Codes (90839 and 90840)
Ready to Post - How to post a payment
Dual Eligible Beneficiaries
How to resubmit a claim
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Most commonly used reports:
Printing Client Address Labels
OpenEdge View - Accessing Credit Card Payment Transaction History and Reports
Progress Notes Print Report
Mobile Apps
Merchant Account
How to refund or void a credit card transaction
Invalid Reference Error: Only transactions in the current batch can be voided
Billing, new credit card information
Testing your Credit Card Reader
Merchant Account Application
OpenEdge Contact Info
Behavioral Health & Credit Card-on-File Payments
OpenEdge View (Merchant Portal)
Access your Merchant account statement online
Chipper™ 2X BT Specifications
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» Articles in this category:

Turning Messages from TSO on and off Article not rated yet
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 Article not rated yet
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 Article not rated yet
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 Article not rated yet
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...
Steps for updating diagnosis Article rated 1.0/5.0
Steps on how to update diagnosis codes inside Therasoft:   1)  Select Individual/View Clients 2)  Locate the client and click on their name (blue text) to open the client registration page 3)  Select ...
Emailing treatment plan for Signature for client to sign Article not rated yet
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 Article rated 1.0/5.0
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 changes Article rated 1.0/5.0
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...
Enable option for Client Feedback Article not rated yet
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 upload/update intake documents Article not rated yet
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...
Request a quote for Therasoft Managed Billing Services Article not rated yet
Complete Mental Health Billing Services
Configuring your web browser to allow pop-up windows Article not rated yet
Configuring your web browser to allow pop-up windows Most web browsers include a feature to block pop-u
Malwarebytes Article not rated yet
The most effective protection strategy starts with proactive prevention, but the best prevention approach won’t be found with a silver bullet. In fact, security experts advise against relying solely o...
Therasoft Terms & BAA Article not rated yet
If your account was mistakenly blocked from Hushmail Article not rated yet
Blocked for abuse, spam, or a terms of service violation?
How to access your email archive in hushmail Article not rated yet
  Email archiving      
Life Saver buttons Article not rated yet
Life Saver buttons! Located at the top right of your screen, these buttons give you a heads up on claims, text reminder responses, and announ
Malwarebytes Installation Instructions Article not rated yet
Click Install
Steps to clear browser data in Google Chrome Article not rated yet
1.  Click the 3 dots in the upper right hand corner of the browser 2.  Select the Settings option 3.  Scroll all the way to the bottom of the page and click on Advanced 4.  Under Privacy and Security ...

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