Onboarding Checklist
Use this handy checklist to keep track of the items we recommend setting up if you are new to therapyzen. These are essentials to making therapyzen work much more efficiently for you.
Leave this page open to retain your completed items. Closing and reopening this page will reset all tasks to incomplete.
| Complete | Task | Support Article |
|---|---|---|
| Enter your practice details | Learn More | |
| Setup your practice service codes | Learn More | |
| Create custom forms and note templates | Learn More | |
| Setup your calendar availability | Learn More | |
| Enter your licensing and clinician details | Learn More | |
| Connect to Google calendar | Learn More | |
| Upload your profile photo | Learn More | |
| Configure your client portal | Learn More | |
| Customize your client intake | Learn More | |
| Setup office locations and business hours | Learn More | |
| Connect to Stripe for credit card processing | Learn More | |
| Enable insurance billing (if applicable) | Learn More | |
| Enable auto invoicing and client payments | Learn More | |
| Customize appointment reminders and client invitation emails | Learn More | |
| Enable telehealth | Learn More | |
| Import client data | Learn More | |
| Send portal invite to clients | Learn More | |
| Setup Insurance payers (if applicable) | Learn More | |
| Connect to Office Ally for insurance billing (if applicable) | Learn More | |
| Setup third party payers | Learn More | |
| Add staff members (group practices) | Learn More | |
| Set clinician retainage rates (group practices) | Learn More | |
| Set staff permissions (group practices) | Learn More | |
| Set clinician service rates (group practices) | Learn More |