15 minute setup
Getting Started Guide
Set up your complete therapy practice management system in just 15 minutes. Follow these simple steps to start managing clients, scheduling, billing, and documentation.
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Step 12 min
Create Your Account
Sign up and set up your practice profile in under 2 minutes.
- Enter your email and create a password
- Add your practice name and contact information
- Upload your logo (optional)
- Set your time zone
Step 25 min
Set Up Your Calendar
Configure your availability and session types.
- Set your working hours and days
- Create session types (individual, couples, group)
- Configure session durations and buffer times
- Connect Google Calendar or Outlook (optional)
Step 33 min
Add Your Clients
Import existing clients or invite new ones.
- Import clients from CSV or another EHR
- Send client portal invitations via email
- Customize intake forms and questionnaires
- Set up automated appointment reminders
Step 43 min
Configure Documentation
Set up your note templates and treatment plans.
- Choose your preferred note format (SOAP, DAP, narrative)
- Customize note templates for your specialties
- Set up treatment plan templates
- Enable AI-assisted note writing (optional)
Step 52 min
Set Up Billing
Configure payments and insurance billing.
- Connect Stripe for payment processing
- Add your NPI and tax ID
- Set your session rates
- Configure superbill templates
HIPAA Compliant from Day One
Your TheraFocus account is automatically configured with HIPAA-compliant security settings, including encrypted data storage, secure messaging, and audit logging. No additional setup required.
Ready to Get Started?
Simplify your practice management with TheraFocus.