therapynotes patient portal login

How do I use therapyportal with therapynotes?

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.

How do I invite a parent to a therapynotes session?

A Powerful EHR to Manage a Thriving Practice. 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 ...

How do I get Started with therapyportal?

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. All of our streamlined patient portal features are optional to ...

What features does therapynotes™ offer?

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.

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.

Can you electronically share handouts?

Electronically share handouts, agreements, and more for your clients to review, electronically sign, or complete and send back to you. Your clients can complete paperwork at their own convenience without sitting in your office, allowing you to spend more valuable time in session.

Can you print out a paper signature?

There's no need for your clients to print out and sign paper documents. Simply send a document to your client electronically, and your client can draw their signature on their phone or computer. TherapyNotes™ will securely save a legal record of their electronic signature, preventing unnecessary clutter in your office.

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.

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.

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 th...

See more on support.therapynotes.com

Inviting Clients to Create Accounts

Managing Appointment Requests

Conducting Telehealth Sessions

Processing Electronic Signatures and Completed Paperwork

Resources For Your Clients