Help Center

Guides for every key workflow

Follow enabling steps and guided workflows to register, set up your practice, schedule appointments, document care, and manage billing. In the app, ask Allie by TherapyAlly—your AI assistant—for step-by-step help.

Getting started

Register and activate your practice

Choose a membership plan, sign your agreement, and activate TherapyAlly for your clinic.

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Complete company setup

Add your practice details, owner team, general settings, and subscription in the company setup wizard.

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Financials

Connect Stripe for payments

Link your practice Stripe account so clients can pay for bookings and private-pay invoices.

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Set up insurance and billing

Enable insurance billing, enroll payers, verify eligibility, and manage claims and remittances.

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Clients

Add your first client

Create a client record with demographics, contacts, insurance, and assigned providers.

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Scheduling

Schedule your first appointment

Use the Calendar to create a booking, assign a provider and room, and notify the client.

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Clinical

Write session and progress notes

Document sessions, draft progress notes with AI assistance, and sign and share with clients.

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Settings

Configure intake templates

Customize intake forms for your practice and assign them to clients before their first visit.

Open guide →