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Frequently Asked Questions

How do clients access their therapynotes account?

Clients can access their account using the email address they have on file in TherapyNotes, their date of birth, and a secure password that they create. Have a parent that needs access to portal resources for two or more of their children?

What forms are included in therapynotes?

TherapyNotes also includes pre-made Patient Information and Patient Contacts forms, fully-integrated online intake forms that correspond to the Patient Info tab of a client's chart. If you need a signature from your client, there's no need to print out documents for your client to sign in the office.

How do I add my practice logo to therapyportal?

Getting started with TherapyPortal is as simple as clicking a checkbox. Click the User Icon > Settings > Client Portal and select Enable your TherapyPortal.com client portal. If you've uploaded a logo to TherapyNotes, your practice logo will be featured on your portal automatically.

How do I approve or deny an appointment on therapyportal?

Any appointment requested by a client on TherapyPortal automatically shows up in your TherapyNotes account for you to approve or deny. Requests that are pending your approval will appear right on your To-Do list. For more information, read How to Approve or Deny Appointment Requests.


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