TheraQuick Basics
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Introduction to TheraQuick
- How to Install FileMaker Pro
- How to Install TheraQuick
- How to License and Initialize TheraQuick (Express and Solo Editions)
- How to License and Initialize TheraQuick (Team Edition)
- How to Setup Your First Client
- How to Create the First Session for a Client
- How to Create the First Charges and Payments for a Client
- How to Enter the Treatment Notes for a Client
- How to Create your First Report
- How to Set Up Your Custom Dashboard
- How to Close or Quit TheraQuick
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Tricks for Getting Around in TheraQuick
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Customizing Your User Settings
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System Settings
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Managing the Master Settings (Team Edition)
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Client Setup
- How to Create a New Client
- How to Set Up a Client Who Pays In Full Every Visit
- How to Set Up a Client for Periodic Billing and Prepare a Client Billing Statement
- How to Set Up a Client for Insurance Reimbursement (Superbilling)
- How to Set Up a Client for Insurance Billing (Paper Claim or Electronic Claim)
- How to Set Up a Client With Two Responsible Parties
- How to Set the Default Place of Service for a Client
- How to Set a Client Status to Inactive or Active
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Setting Client Fees and Fee Schedules
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Client Sessions
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Client Accounts
- How to Create a Client Charge for a Session (from the Sessions layout)
- How to Create a Payment Related to a Session
- How to Enter a Client Payment Manually
- How to Manually Allocate Payments to Session Charges
- How to Auto-Allocate Client Payments to Charges for the Related Session
- How to Enter an Adjustment to a Client Account
- How to View Accounts for Two Responsible Parties
- How to Edit an Existing Transaction
- How to Delete a Transaction
- How to Show and Hide Transaction Notes
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Processing Credit Card Payments
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Insurance Accounts
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Insurance Policies and Authorizations
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Reports
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Client Billing Statements
- How to Insert a Logo, Select the Format and Add Custom Messages on Client Billing Statements
- How to Prepare Client Billing Statements
- How to E-mail a Client Billing Statement
- How to Choose the Prompts Presented When Preparing Client Statements
- How to Reproduce a Duplicate of a Previous Client Billing Statement
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Insurance Claims
- How to Enter the Insurance Provider Information for Insurance Claims
- How to Prepare Insurance Claims (Superbills, CMS-1500 Claims and Electronic Claims)
- How to Enter Signature Information on Insurance Claims
- How to Prepare an Insurance Claim Showing Payments Made by the Client, for Payment to the Client from the Insurance Company
- How to Prepare a Secondary Insurance Claim
- How to Choose the Prompts Presented When Preparing Insurance Claims
- How to Align Text Printed onto CMS-1500 Red Forms
- How to Apply Custom Page Margins for Aligning CMS-1500 Data onto Pre-printed Red Forms (for Paper Claims)
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Licenses & Updates