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Yes! TherapyPM is flexible and adapts to any practice size, whether you are a solo provider, growing group practice, or a multi-location clinic. Whether you serve just few clients or operate across multiple states in the US or Canada, the platform keeps your team connected, organized, and supported.
Absolutely. TherapyPM is built for multidisciplinary practices – ABA, mental health, physical, speech, occupational, and pediatric. Whether your specialties operate together or independently, the system ensures each discipline has the required tools.
Yes. TherapyPM is designed to grow with you through scalable and customizable features. With 150+ features, you can add new services, expand locations, onboard more providers, or adjust workflows anytime.
Onboarding with TherapyPM is simple and guided. Here’s how it works:
Once setup is complete, you are ready to run your practice smoothly.
Transition is quick and guided. Once your data is ready, our team helps you migrate and set up your account efficiently. Most practices complete the transition within a few days, depending on data volume and complexity.
To ensure a smooth onboarding experience, you may need:
Your onboarding specialist will walk you through exactly what’s needed.
Yes. TherapyPM supports secure migration of historical data, including progress notes, authorizations, claims, client records, and schedules. Our team ensures your data is transferred accurately and remains HIPAA-compliant throughout the process.
TherapyPM is designed exactly for complex workflows! With 150+ customizable features, the platform adapts to unique workflows, multi-specialty setups, and hybrid service models. During onboarding, our experts help you choose the right modules and configure the system to match your exact needs.
Yes. The 30-day free trial gives you full access to every module, whether it’s scheduling, billing, telehealth, documentation, payroll, and more. You can explore the entire platform without limitations to see what fits your practice best.
Not at all. TherapyPM’s onboarding process is designed to be smooth and non-disruptive. Our team helps you align your schedules, documentation, billing, and workflows so your practice continues running without interruptions.
TherapyPM offers flexible pricing designed to fit any practice size. The standard plan includes a $99 monthly base fee plus $8 per active client per month. Your total cost adjusts based on the number of clients you serve, making it easy to scale up or down as your practice grows.
No. All core features, including telehealth, payroll, documentation, scheduling, and integrations are included in your subscription. You only pay the base fee and the per-client rate.
No. TherapyPM provides free onboarding and data migration. Our team helps you transition smoothly from your current system without extra fees.
TherapyPM offers optional add-ons:
Your data remains secure and accessible for export before your subscription ends. TherapyPM ensures you can download client records, billing history, and documentation so your practice continues to move forward.
Yes. TherapyPM allows you to adjust your plan anytime based on your practice’s needs. Whether you add/remove services, or increase/decrease client volume, the system adapts with you.
The pricing calculator allows you to input:
It then generates a real-time pricing summary, which you can email to yourself for review.
No. TherapyPM does not require long-term contracts or lock-ins. You are free to stay, explore other options, or leave at any time. Only a 60-day notice period is required before cancellation.
TherapyPM supports supervision sessions and group appointments. While multiple providers cannot conduct a session for the same client at the same time, clients can still receive sessions different providers in different sessions.
TherapyPM automatically checks for conflicts when scheduling. If a provider, location, or time slot is already booked, the therapy scheduler alerts you immediately and prevents accidental double-booking. You can also view schedules in calendar, timeline, and list formats for complete visibility.
Yes. TherapyPM allows you to customize:
This ensures your calendar reflects your schedules accurately.
Yes. TherapyPM automatically checks authorization limits and service codes before scheduling. If a session exceeds authorized units or falls outside approved service types, the therapy scheduling software prevents appointments from being booked.
TherapyPM sends automated reminders to reduce no-shows. If a cancellation or no-show occurs, you can update the appointment status instantly. Providers and admins can then reschedule sessions, track missed visits, and maintain accurate billing records.
Yes. Providers can view all appointments across multiple locations, service types, and providers using filters in the calendar, timeline, or list view. This makes it easier to manage complex, multi-site schedules.
Yes. TherapyPM supports color-coding by provider, service type, or location. This makes it easy to visually track who is seeing which client and when, especially in busy group practices.
Yes. With role-based access controls, you can decide who can create, edit, or approve appointments. This ensures scheduling accuracy and prevents unauthorized chang
TherapyPM allows you to create recurring appointments with custom frequencies (daily, weekly, bi-weekly, monthly, etc.). You can view, edit, or delete recurring sessions from a dedicated list, and adjust individual occurrences as needed.
Yes. TherapyPM stores each authorization separately under the client’s profiles. This allows clients to view details, filter between active and inactive authorizations, edit information, and track service utilization without confusion.
TherapyPM provides dashboard alerts that show upcoming authorization expirations. You can quickly see authorizations expiring within 30, 60, 90, 120 days, or beyond, helping you stay ahead of renewals and avoid treatment interruptions.
Yes. TherapyPM instantly notifies you if a scheduled session would exceed authorization limits. This prevents over-utilization and ensures compliance before the appointment is booked.
TherapyPM automatically manages secondary authorizations based on the secondary insurance billing posted in the system.
Yes. TherapyPM allows you to create and track authorization requests, including type, status, validity dates, and aging days. With this information, you can renew authorizations proactively so sessions continue without delays or gaps in care.
TherapyPM supports group authorizations through a dedicated toggle that activates group-based billing rules. For parent-training codes, you can record the appropriate service information directly within the session to ensure accurate documentation and billing.
Yes. TherapyPM automatically checks every claim for missing modifiers, incorrect CPT/ICD codes, and incomplete demographic information. If anything is missing or incorrect, the therapy billing software prevents the claim from being submitted. It may prompt you to update the client profile or billing details before sending it to the clearinghouse.
Yes. TherapyPM supports batch billing, allowing you to submit large volumes of claims at once. You can also filter claims by payer, status, provider, or service type to manage high-volume billing efficiently.
TherapyPM allows you to edit and resubmit claims for corrected claims, re-submissions, or appeals. The insurance billing software helps you document the reason for the correction, track aging limits, and understand why denials occurred. It also provides guidance on preventing similar issues in the future.
Yes. TherapyPM provides real-time visibility into aging claims, denials, and payer trends. This helps you take immediate action, reduce delays, and improve your overall revenue cycle performance.
Yes. TherapyPM automatically records payments, adjustments, and remaining balances. The reconciliation tools highlight missing payments, underpayments, and overpayments, and flag exceptions that require manual review.
Yes. TherapyPM supports billing for telehealth, group sessions, and specialty-specific codes across disciplines. Billing rates may vary based on payer rules, but the billing platform ensures accurate coding and clean claim submission.
TherapyPM manages secondary billing by using the posted primary claim information, secondary authorizations, and payer rules. The workflow mirrors the primary billing process, ensuring accurate coordination of benefits and timely reimbursement.
Yes. TherapyPM offers a variety of financial reports, including:
These reports help forecast revenue, monitor performance, and make informed business decisions.
Yes. TherapyPM integrates with clearinghouses such as Office Ally and Waystar, enabling real-time and batch claim submissions to a nationwide network of payers. These integrations support end-to-end RCM for faster, cleaner claim processing.
Yes. TherapyPM includes a wide range of pre-built, specialty-specific templates that you can select and customize to fit your discipline. Whether you are documenting ABA, speech, OT, PT, or pediatric services, you can choose templates that match your clinical needs.
Currently, TherapyPM does not support building templates entirely from scratch. However, you can choose from existing pre-built templates and create forms based on provider needs or service types.
Yes! TherapyPM supports SOAP, narrative, and highly structured note formats. You can choose from templates such as SOAP/BIRP notes, progress notes, treatment plans, supervision forms, speech and language reports, and behavioral assessments
Yes. TherapyPM allows providers to edit and modify notes, while maintaining a clear record of changes to support compliance accountability, and audit readiness.
Yes. TherapyPM includes secure electronic signatures for treatment plans, consent forms, and other clinical documents. Providers, clients, and caregivers can sign digitally from any device, making documentation faster and more convenient.
Yes. TherapyPM allows you to securely upload and attach files, including assessments, reports, images, and external documents. Intake forms, evaluations, treatment plans, progress reports, and supporting materials can all be stored in one organized place.
Yes. TherapyPM automatically pre-fills key session details such as appointment type, service type, provider information, client demographics, and authorization data. You can edit or expand any section as needed, reducing repetitive typing and improving accuracy
Yes. TherapyPM uses role-based permissions to control who can view, edit, approve, or sign clinical documentation. This ensures only authorized uses, like providers, supervisors, admins, or caregivers can access sensitive information.
TherapyPM supports telehealth documentation by automatically capturing telehealth session details, including session type (audio/video), POS codes, consent status, and provider/client participation. Providers can document telehealth-specific requirements directly within the note, ensuring compliance with payer and state regulations.
Yes! Clients can securely upload intake forms, insurance cards, and other important documents directly via the Client Portal. All uploads are encrypted and stored in a HIPAA-compliant environment, protecting sensitive information and granting access only to authorized providers.
Clients can view invoices, check outstanding balances, and make secure online payments using their preferred method. Transactions sync instantly with the Admin Portal, giving real-time financial visibility for both clients and providers.
Yes! Providers can share session notes, care plans, home exercises, and educational materials directly via the Client Portal. Clients can review these resources anytime, which helps them stay engaged and informed between sessions.
Absolutely! The Client Portal consists of a built-in secure messaging feature called the TherapyPM Messenger. It allows clients and providers to discuss about sessions, share documents, clarify questions, and stay connected.
Yes! Clients can update personal details like address, phone number, insurance information, and emergency contacts directly through the Client Portal. The updates sync instantly with the provider’s system to reduce admin work and reduce errors.
Yes! Clients can complete and submit e-signatures for consent and intake forms and other required documents. This makes onboarding faster, eliminates paperwork, and ensures all signed forms are stored securely in the client’s record.
Yes! TherapyPM supports parent or caregiver access, allowing authorized family members to log in, view schedules, sign documents, and communicate with providers. This ensures unauthorized members don’t access information not meant for them.
Families can manage multiple children under a single account. Parents can switch between profiles, view each child’s schedule, upload documents, and manage billing with separate logins.
Yes! Clients receive automated reminders for upcoming appointments, shared documents, and important updates. They help reduce no-shows and keep clients engaged in their care.
Yes! TherapyPM includes a built-in HIPAA compliant video platform that allows providers and clients to join sessions directly through the system. No external apps or downloads required.
Yes! TherapyPM supports group telehealth sessions, in which you can invite multiple participants such as parents, caregivers, supervisors, or group therapy members. Everyone can join from their own device with a single secure link.
Yes! TherapyPM offers a private virtual waiting room where clients wait until the provider joins. Providers also have full control to admit participants, mute audio, manage video, and ensure the session stays secure and organized.
Absolutely! TherapyPM allows you to record telehealth consent, specify Place of Service (POS) codes, and document whether the session was audio-only or audio/video.
Yes! When payer rules permit, TherapyPM supports audio-only telehealth sessions. Providers can document the session type, duration, and payer-specific requirements directly in the note.
Yes! Clients can join telehealth sessions from any mobile device or browser without installing an app. They simply click the secure link from the Client Portal or reminder message.
TherapyPM’s telehealth platform is designed to auto-reconnect when internet stability fluctuates. If a call drops, clients and providers can rejoin instantly using the same secure links to reduce disruptions.
Yes! Telehealth links are included in automated appointment reminders, making it easier for clients to join sessions on time. Providers can also resend links manually through the messenger if needed.
TherapyPM tracks telehealth usage, including session counts, service types, and provider activity. These insights help practices monitor trends, payer requirements, and productivity.
Yes! You can enable or disable telehealth for specific clients, provider, or service type. This ensures only authorized clients can receive telehealth access based on clinical needs and payer rules.
TherapyPM automatically calculates payroll using session hours, admin time, and travel time logged by each provider. The payroll software pulls data directly from schedules, timesheets, and service logs to ensure accurate payouts without manual entry.
Yes. Providers can submit timesheets directly through the Provider Portal, including session hours, admin work, mileage, and travel. Supervisors and admins can review, approve, or request edits before payroll is processed.
Absolutely. TherapyPM allows you to set multiple pay rates based on service type, CPT code, provider role, or location. This ensures accurate compensation for varied services such as supervision, parent training, evaluations, or travel.
TherapyPM includes tools to track mileage, reimbursements, and bonuses directly within the payroll software. These items are automatically added to the provider’s payroll summary for accurate payouts.
TherapyPM flags missing hours, incorrect rates, and unapproved timesheets before payroll is finalized. Admins can review and edit entries to ensure accuracy, prevent costly mistakes and reprocessing.
Yes. TherapyPM exports payroll reports to QuickBooks and other accounting platforms. You can also generate custom payroll summaries for internal reporting or audits.
Yes. TherapyPM allows you to configure overtime rules and state-specific labor requirements based on your practice’s location. This ensures compliance with local regulations and accurate payroll calculations.
Yes. Supervisors can review, approve, or edit timesheets before processing the payroll. This adds an extra layer of accountability and ensures all entries are accurate and compliant.
Yes! Providers can submit request, and admins can approve them while maintaining a clear record for payroll and scheduling.
TherapyPM allows you to analyze provider performance, billable hours, and service trends. These insights support accurate payroll forecasting and better staffing decisions.
