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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 Note Templates
  • Add Your Portal Link to Your Website
  • Set Up Your Client Portal Welcome Message
  • Set Your Client Portal Options
  • Configure the Client Intake Wizard
  • Set Up Payment Processing with Stripe
  • Auto Pay Invoices Using Stripe
  • Auto Create Invoices
  • Set Up Third Party Payers
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Categories

  • Getting Started
  • Setup & Admin
  • The Dashboard
  • Managing Clients
  • Managing Groups
  • Appointments & Scheduling
  • Therapy Notes & Treatment Plans
  • Invoicing & Payments
  • Client Portal
  • Insurance Billing
  • Manage Your Account
  • Managing Staff
  • Billing & Reports
  • Messaging
  • Mobile App
  • Telehealth
  • Telehealth Troubleshooting
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