therapynotes patient portal

by Maximus Watsica MD 9 min read

A Patient Portal Your Clients Will Love - TherapyNotes

32 hours ago TherapyPortal™ is your custom patient portal for online scheduling and paperless intake, integrated directly into your EHR. Allow clients to request appointments, complete paperwork, and more. Your patient portal is included at no extra cost with your TherapyNotes™ subscription. >> Go To The Portal


How do I use therapyportal with therapynotes?

TherapyPortal™ is your custom patient portal for online scheduling and paperless intake, integrated directly into your EHR. Allow clients to request appointments, complete paperwork, and more. Your patient portal is included at no extra cost with your TherapyNotes™ subscription.

How do I invite a parent to a therapynotes session?

Welcome back! Log in to your TherapyNotes account with your practice code, username, and password. Don't have an account? Sign up to use TherapyNotes free for 30 days.

What features does therapynotes™ offer?

TherapyNotes™ is a complete practice management system with everything you need to manage patient records, schedule appointments, meet with patients remotely, create rich documentation, and bill insurance, right at your fingertips. Our streamlined software is accessible wherever and whenever you need it. Scheduling & To‑Do Notes Billing

How do I get Started with therapyportal?

May 14, 2020 · Click Patients > Patient Name > Portal tab Under Client Portal Access, click the Link Patient to Portal Account button. Once completed, the portal account will have access to request, view, and manage appointments for both clients. More clients can be added to the same portal account by repeating the steps above.

image

Does TherapyNotes have a client portal?

Allow clients to request appointments, complete paperwork, and more. Your patient portal is included at no extra cost with your TherapyNotes™ subscription. All of our streamlined patient portal features are optional to fit the needs and workflow of your practice.

Does TherapyNotes have a mobile app?

Available Across Platforms. Download our iPhone/iPad app in the Apple App Store or download on any Android device in the Google Play Store.

Do TherapyNotes intake form?

TherapyNotes also includes pre-made Patient Information and Patient Contacts forms, fully-integrated online intake forms that correspond to the Patient Info tab of a client's chart. If you need a signature from your client, there's no need to print out documents for your client to sign in the office.Aug 6, 2021

How do you use therapy portal?

Log in to your practice's portal.Any telehealth sessions that are ready for you to join will appear at the top of your home page. ... Click the Join Session button for your appointment.Your browser will prompt you to share access to your camera and microphone.More items...•May 14, 2020

Does TherapyNotes have telehealth?

The TherapyNotes™ Telehealth beta program is now open to all users! Practice Administrators can enable TherapyNotes™ Telehealth for all clinicians in your practice. Simply click the User Icon > Settings > Telehealth and select the Enable telehealth checkbox.

Does TherapyNotes work on IPAD?

TherapyNotes also works on Android and Linux, and may also work with other operating systems or alternative browsers.Jan 5, 2022

What is therapy portal?

TherapyPortal.com is a patient portal, allowing patients to join telehealth sessions, manage appointments, receive appointment reminders, receive documents, and complete paperwork.

What is a patient information form?

Definition: The Patient Information Form (PIF) is used to collect demographic information as well as additional information about the impact of the event on a patient (e.g., level of harm, unplanned interventions). It supplements the HERF in cases where an incident is being reported.

What are intake notes?

Client intake progress notes should provide a thorough picture of the client needs at the time of intake. Information gathered should be presented in a thorough, objective, and professional manner. At minimum, intake progress notes should provide: Initial Impression/Presenting Problem (referral info): Ms.

What is Thera link?

thera-LINK is a HIPAA secure video platform founded by therapists for therapists to allow therapists to meet with their clients online. You can schedule your sessions, meet with your clients, collect payments, share documents, keep therapy notes, send secure messages, and more!

How do I join a telehealth meeting?

Telehealth Appointment InstructionsStep 1: Check email for Telehealth link. Click on the link once ready to start the Telehealth session. ... Step 4: Click link once 10 minutes before appointment. Then review the important information. ... Step 7: Once your screen says that your Doctor is ready and waiting, click join.

What is a counseling session?

Therapy, also called psychotherapy or counseling, is the process of meeting with a therapist to resolve problematic behaviors, beliefs, feelings, relationship issues, and/or somatic responses (sensations in the body).Aug 7, 2015

What is a therapy portal?

TherapyPortal is your own, unique client portal that you can customize to suit the needs of your practice. Your custom client portal is included with your TherapyNotes subscription at no extra cost and facilitates a paperless intake process.

Can you use telehealth with therapy notes?

If you participate in our telehealth beta program, you and your client can start a telehealth session for any appointment you have scheduled with the client in TherapyNotes. With TherapyNotes Telehealth, you can meet clients where they are using reliable, remote video technology with end-to-end encryption. Start telehealth sessions using any device with a camera, microphone, and a compatible web browser with Internet access, such as your laptop or smart phone.

What happens when a client completes a request?

Whenever a client completes your request by signing a document, uploading a document, or submitting a form, you'll automatically receive a reminder on your To-Do list to Process portal document responses. Electronic signatures and completed documents will be attached to the original document that you sent to the client in their chart, helping to keep your records lean and organized.

What is managed practice?

Managing a practice comes with plenty of paperwork that can keep you out of session. With features like simple electronic claim submission and assisted ERA payment posting, you'll have fewer data entry errors and less tedious paperwork.

What is therapy notes?

TherapyNotes™ integrates all aspects of your practice to help you improve patient care. Person‑centered documentation, searchable diagnoses, and more time in‑session help you provide your clients with the care they deserve.

What is EHR EMR?

Whether you're a solo psychologist or a part of a large mental health practice, our EHR/EMR has the tools you need to streamline your workflow. TherapyNotes™ is specifically designed for behavioral health, including psychologists, therapists, psychiatrists, social workers, and other mental health professionals.

Inviting Clients to Use Your Portal

For security, clients must have both an email address and a date of birth on file in order to log in to the client portal. Before giving a client access to your practice's client portal, click Patients > Patient Name > Patient Info tab and verify that the client has a date of birth and email address on file.

Linking Multiple Clients to the Same Portal Account

One portal account may be used to manage appointments for multiple clients, such as when a parent or guardian has multiple children under their care. To link multiple clients together in the same portal account, the clients must have the same email address on file in TherapyNotes.

How to add a link to a client portal?

Once your client portal is ready to go, click the User Icon > Settings > Client Portal, copy the code provided under Link to Your Client Portal, and paste the code into your website's source code to add a link to your portal to your website.

Can you share documents with clients?

You may begin sharing documents with your clients via TherapyPortal as soon as your portal and document sharing are enabled, and they will receive an email each time you share a document with them to complete. For more information on sharing documents, read How to Share Documents With Clients.

Telehealth

If your practice has TherapyNotes™ Telehealth enabled, users in your practice will now see a "Use TherapyNotes Telehealth" checkbox when creating or editing appointments. Both the clinician (in TherapyNotes™) and the patient (in TherapyPortal™) will now only be able to join a telehealth session if this checkbox is selected for the appointment.

Portal

You can now share a file with a patient directly from the Library! Open any document in your Library, then select the "Share on Portal" button at the bottom of the document. A dialog will appear to select a patient as well as any other documents you may want to share with them.

Billing

Patient account numbers may now be printed on patient statements, if you have account numbers enabled in the Patient Records settings for your practice. Visit the Patient Billing settings page to enable printing account numbers on your statements.

How to schedule a telehealth appointment?

To start a telehealth session: 1 Click Scheduling 2 Click on the desired appointment on the calendar. 3 If the appointment is eligible for telehealth, a banner will be displayed at the top of the appointment dialog. Click the Start Telehealth Session button. 4 Your browser will prompt you to share access to your camera and microphone. Click Allow.

What is a telehealth session?

Any device with a camera, microphone, compatible web browser, and Internet access is suitable for a telehealth session. Telehealth sessions can be started by any clinical user who has an appointment with a patient with a portal account.

image

Enabling and Customizing Your Portal

  • Getting started with TherapyPortal is as simple as clicking a checkbox. Click the User Icon > Settings > Client Portal and select Enable your TherapyPortal.com client portal. If you've uploaded a logo to TherapyNotes, your practice logo will be featured on your portal automatically. Configure exactly how you want your client portal to work using the options in your Client Portal settings. F…
See more on support.therapynotes.com

Inviting Clients to Create Accounts

  • Easily invite your clients to create a secure account with your portal by sending them a welcome email from the Portal tab of their chart. Clients can access their account using the email address they have on file in TherapyNotes, their date of birth, and a secure password that they create. Have a parent that needs access to portal resources for two or more of their children? Simply en…
See more on support.therapynotes.com

Managing Appointment Requests

  • Any appointment requested by a client on TherapyPortal automatically shows up in your TherapyNotes account for you to approve or deny. Requests that are pending your approval will appear right on your To-Do list. For more information, read How to Approve or Deny Appointment Requests.
See more on support.therapynotes.com

Conducting Telehealth Sessions

  • If you participate in our telehealth beta program, you and your client can start a telehealth session for any appointment you have scheduled with the client in TherapyNotes. With TherapyNotes Telehealth, you can meet clients where they are using reliable, remote video technology with end-to-end encryption. Start telehealth sessions using any device with a camera, microphone, and a …
See more on support.therapynotes.com

Processing Electronic Signatures and Completed Paperwork

  • Whenever a client completes your request by signing a document, uploading a document, or submitting a form, you'll automatically receive a reminder on your To-Do list to Process portal document responses. Electronic signatures and completed documents will be attached to the original document that you sent to the client in their chart, helping to keep your records lean and …
See more on support.therapynotes.com

Resources For Your Clients

  • If your clients need assistance using TherapyPortal, you may refer them to these resources on our help center: 1. How to Request and Manage Appointments as a TherapyPortal User 2. How to Join a Telehealth Session as a TherapyPortal User 3. How to Review or Sign a Document as a TherapyPortal User
See more on support.therapynotes.com