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How to import your client Demographics Article rated 3.0/5.0
If you are coming from another EHR Software and need to bring over your client demographics you can use this spreadsheet to Import your client data.  You can email the Client demographics to Support@t...
Attach Scanned Image of Insurance Card to Client Registration Article not rated yet
See attached PDF for instructions on how to attach scanned images to client registration
How to setup locations, Counselors,Probation Officers etc. Article not rated yet
Here is the video to watch. https://therasoft.wistia.com/stats/medias/ohuvzqn5hj
Instructions for Supervisor Setup Article not rated yet
see attachment
How to send the pre-registration link or add a new client Article not rated yet
Do you need to start adding your clients?  Or do you just want to enter a couple of test clients to play with?  Here's how!   To send the pre-registration link to a cli
Billing Statement Automation Article not rated yet
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 St
Training Basics - How To Enter A Client Article not rated yet
Training Basics - How To Enter A Client  
Add credit card transaction fee to client statement Article not rated yet
Steps for adding a fee/charge to the client statement for processing credit card payments.  
How to add a new therapist/admin user to Therasoft. Article not rated yet
To add a new user to Therasoft: 1.  Go to Setup, Counselor and click Add New
Logging in for the first time - Verification Code Article not rated yet
1) Go to the Login page on therasoftonline.com 2) Enter Username and Password (case-sensitive) 3) On the email Verification page click Submit
How to setup and insert an electronic signature Article rated 5.0/5.0
To set up your signature: 1.  Go to Setup\Counselor/Staff 2.  Select your name (in blue)
Change of Address for your practice Article not rated yet
How to change your address with Therasoft: 1.  Notify all insurance carriers 2.  Go to Setup\Location 3.  S
How to mark Clients Active, Inactive or Discharged Article rated 5.0/5.0
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...
Pre-Registration with Terms & Conditions sent to Client Portal Article rated 1.0/5.0
    Make sure to go to your calendar and click the Client portal setting first before completing these ste