TherapyPM Patient Portal Playbook: Discover How Patients Can Take Control of Their Care Journey with TherapyPM!
Struggling to find the patient’s information accurately? Heaps of paperwork can be extremely confusing and daunting, and the risk of providing incorrect information related to appointments, treatments, or payments is high. But with TherapyPM, you don’t need to worry about that!
TherapyPM is an all-in-one practice management software designed to streamline daily administrative tasks for therapists, reducing stress and delivering quality care to patients. The software caters to multidisciplinary therapists – ABA, mental health, physical, speech, occupational, and pediatric.
Therapists’ time is highly valuable; therefore, automating the tasks with a practice management software is essential. With the software, it is easier to view patients’ scheduled appointments, add siblings, and also record their personal information in a centralized location. This is why we created the Patient Portal.
To enhance the user experience and help them navigate the Patient Portal seamlessly, we have created a Patient Portal Playbook. It serves as a comprehensive guide for new and existing therapists. This blog will explain the key features, benefits, and how to access the playbook seamlessly.
What is the TherapyPM Patient Portal Playbook?
The TherapyPM Patient Portal Playbook serves as a comprehensive guide for new and existing customers to understand the processes of the Patient Portal. In this portal, therapists can view all the schedules, timings, and personal information of patients and their family members as well.
Navigating the Patient Portal for the first time will be daunting and confusing; therefore, the playbook aims to provide key information at your fingertips. TherapyPM often undergoes periodic updates to enhance the user experience, ensuring they can access the software without interruptions. This is a starting point for new users, and we also inform them in case of any maintenance issues, through email or in-app notifications.
Key Features of the Patient Portal
The Patient Portal on TherapyPM aims to make therapists’ lives simpler by having every patient detail in a centralized location. Some of the key features of the Patient Portal include:
Scheduling & Managing Appointments:
Patients can view their upcoming and past appointments in two views: List and Calendar. The feature includes automated email/SMS reminders, which reduce no-shows, double bookings, and increase engagement.
Billing Access & Online Payments:
Patients can view the status of their invoices, payment history, and insurance claims in the Calendar View. They can pay balances online securely, including via Stripe, improving transparency and ensuring quicker revenue collection.
Managing Patient Profile:
Patients cannot edit their appointment details or book them. However, they can review and update their details – contact info, address, emergency contact, and insurance. This ensures accuracy in records and reduces administrative correction tasks. Additionally, some fields are locked to protect the confidentiality and integrity of sensitive information.
Document Uploads & File Sharing:
Therapists and patients can securely share important files – intake forms, consent documents, insurance cards, and progress notes. This ensures transparency in record-keeping and accessibility in documentation.
Telehealth Access:
TherapyPM provides secure in-app access to video therapy sessions and allows patients to join appointments directly from the Patient Portal without additional software. This feature helps improve convenience and reduces technical barriers.
Siblings Profile(s):
For those parents managing care for multiple children or caregivers managing care for family members, the feature is highly helpful. It allows them to switch and manage between each sibling’s profile, appointments, and records, hence simplifying family therapy logistics.
Real-Time Invoices & Statements:
Patients can access and download billing statements instantly, review insurance claims, and track their payment history. This helps them promote financial awareness and transparency.
Benefits of Using the Patient Portal Playbook
Self-service reduces dependency on front-desk staff.
Paperwork often involves filling out the forms time and again, whenever the patient’s information requires updating. Since only therapists can do them, it wastes their precious time, and also having to shuffle between multiple patients’ documents is exhausting and prone to errors. In the TherapyPM Patient Portal, patients can add/edit personal information themselves, as they know themselves best, saving time and stress for therapists.
Improves the Accuracy and Speed of Data Entry and Payments.
Manually entering patient data and billing information increases the risk of errors, such as:
- Incorrect DOBs
- Missed insurance fields
- Mismatched names.
They can delay services and insurance claims.
With the Patient Portal Playbook, patients can understand how to enter accurate data and process payments confidently. They can review and verify invoices, pay online using saved cards, and track transactions in real-time, eliminating back-and-forth calls for clarification/correction. This reduces revenue cycle delays and strengthens financial transparency.
Convenient for Patients to Track Sessions and Complete Forms from Anywhere.
Patients nowadays value flexibility and control over their care journey. TherapyPM Patient Portal helps them log in from anywhere – home, work, or travel. They can check their session schedule, join telehealth appointments, or submit intake forms. Instead of relying on email chains or printing documents, they can access everything digitally within a few clicks.
The playbook shows them how to navigate “My Schedule”, “Calendar View”, and document uploads, making therapy accessible and less stressful.
Supports Better Patient-Provider Communication.
The quality of therapy is shaped by good therapeutic communication. However, when patients constantly reach out to therapists for non-urgent questions, like billing doubts or appointment rescheduling, without a proper channel, it is tough.
With the TherapyPM Patient Portal, patients can communicate directly with the therapists through secure in-app messaging. The playbook clearly explains how they can communicate with therapists, whether clarification of notes, document requests, or sharing progress reports. This two-way communication can build trust and enhance patient satisfaction.
Conclusion
Managing a therapy practice doesn’t have to be about paperwork or losing time in repetitive administrative tasks. With the Patient Portal, patients can view appointments, access care via telehealth, make payments, and manage family profiles easily. The TherapyPM Patient Portal Playbook allows patients and therapists to simplify digital interactions, automate routine processes, and access important information on one platform. They can access features without confusion/delay, boost efficiency, reduce errors, enhance communication, and deliver quality patient care.
Download the Patient Portal Playbook today and take the first step towards smarter, smoother therapy practice management! Also, try out our 30-day free trial before you download the playbook!