Step-by-step guide
Register and activate
Choose a plan, create the account, sign, pay, and enter the welcome workflow.
Open guide →Help Center
Guidance for every key workflow.
Short, task-oriented guides help teams complete setup, care delivery, billing, and administration. Every guide includes a clear visual that matches the workflow.
TherapyAlly
Start with the task
01Choose a workflowReady
02Follow the stepsReady
03Review the visualReady
04Ask Allie for helpReady
Step-by-step guidance
Complete, consistent, and easy to follow.
Each guide follows a real TherapyAlly workflow with a crisp, privacy-safe visual that can evolve with the product.
Step-by-step guide
Complete company setup
Configure the practice, owner, team, settings, billing, facilities, and subscription.
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Step-by-step guide
Connect Stripe
Enable appointment and invoice payments and understand account readiness.
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Step-by-step guide
Set up insurance & billing
Confirm Practice + Insurance, billing entity, payers, codes, and Claim.MD transmit settings, then submit claims.
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Step-by-step guide
Add your first client
Capture demographics, guardians, insurance, providers, and intake assignments.
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Step-by-step guide
Schedule an appointment
Coordinate the client, provider, service, room, payment, and notification.
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Step-by-step guide
Write clinical notes
Document sessions, create reviewable AI-assisted drafts, sign, and share.
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Step-by-step guide
Configure intake
Start with a universal form and customize templates for each practice.
Open guide →In-product assistance
When a guide is not enough, Ask Allie.
Find help by task from the screen you are using. Ask Allie for contextual guidance, then open the matching guide or next workflow step.
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