Setup & Admin
Configure TherapyZen to your liking and get the most out of your customizations.
- Managing Your Practice Details
- Managing Your Service Types / CPT Codes
- Adding diagnostic codes
- Import Client Data
- Managing Your Subscription
- Managing Your Office Locations
- Set Your Cancellation Policy
- Set Your Business Hours
- Enabling Appointment Reminders
- Staff Roles and Permissions
- International Settings
- Creating and Managing Custom Forms
- Add Your Portal Link to Your Website
- Setup Your Client Portal Welcome Message
- Set Your Client Portal Options
- Configure the Client Intake Wizard
- Setup Payment Processing with Stripe
- Auto Pay Invoices Using Stripe
- Auto Create Invoices
- Setup Third Party Payers