Help Desk

Getting Started

A quick introduction to help you get your feet wet. Learn some of the basics.

8 articles

Setup & Admin

Configure TherapyZen to your liking and get the most out of your customizations.

28 articles

The Dashboard

Your daily snapshot of what's important. Check in clients, create to-do's and more.

5 articles

Managing Clients

How to navigate your client records and get to the information that's important.

25 articles

Managing Groups

Couples and group charting, invoicing, and appointment scheduling all in one place.

6 articles

Appointments & Scheduling

Robust appointment scheduling with multiple locations and timezones support

15 articles

Therapy Notes & Treatment Plans

Flexible and elegant notes templates that tell the story of your client progress

9 articles

Invoicing & Payments

Create invoices, superbills, account credits and accept online payments.

27 articles

Client Portal

Online appointment scheduling, credit card payments, document sharing and more.

15 articles

Insurance Billing

Bill insurance payers directly from therapyzen using our electronic claims management

15 articles

Manage Your Account

Personalize TherapyZen to streamline your user experience and save time.

10 articles

Managing Staff

Easily manage your team and oversee your business operations.

17 articles

Billing & Reports

Insightful reporting to give you a glimpse into your organization's key metrics.

18 articles


Communicate securely with your clients and staff

3 articles


HIPAA compliant video conferencing

14 articles

Telehealth Troubleshooting

Having video or audio issues?

10 articles

Client Help

Client Help

How to navigate the client portal

5 articles

Video Help

Video Tutorials

2 articles