Welcome to MyTherapyWizard Teams. This checklist takes you from a brand-new trial to a practice that runs on Flow Settings, where every client moves from referral to signed plan of care with the right person on each step and a deadline they can see. Work through one or two steps a day and you'll have a working flow before your 14-day trial ends.

Why setup takes a little longer (and why that's a good thing)

Think about setting up a fitness tracker. If you skip the setup, it can still count your steps. Once you enter your age, height, weight, resting heart rate and goals, it knows what a good day looks like for you. It can coach you, warn you when something is off and show progress that actually means something.

Most EMRs are step counters. They take a few minutes to set up because there is very little logic underneath. They store your notes and send your claims, but they don't know how your practice runs or what your clinical data means.

MyTherapyWizard is built on clinical intelligence. The time you spend here teaches it your roles, your deadlines, your payers and your rules. From then on it does the tracking for you: it puts the right task in front of the right person, flags a missing co-sign or authorization before it costs you, and reuses every score you enter across reports, goals and outcomes. A few focused hours now saves your team hours every week after.

Your checklist

Tick each box as you go. Each step has its own article with screenshots, and each article ends with a link to the next one.

Day 0: Get oriented

• ☐ Read this checklist and decide who on your team owns setup.
• ☐ Optional: book onboarding if you would rather we build your flow with you (see "Stuck?" below).

Day 1: Your organization and your people

• ☐ Step 1: Organization Settings General, communications, service types, districts and schools, team favorites, and seats and credits.
• ☐ Step 2: Add Your Team and Choose Roles Admin, Admin Lite, Therapy Admin, Therapist and Office Staff.

Day 2: Supervision

• ☐ Step 3: Set Up Supervision Relationships assistants (OTA, PTA, SLPA) and students with their supervisors.

Day 3: Plan before you build

• ☐ Step 4: Map Your Workflow Before You Touch Flow Settings Use the Workflow Mapping Worksheet to answer "Who does what, by when, for whom?" from intake to authorization.

Day 4: Build your flow

• ☐ Step 5: Build Your Flow turn stages on or off, rename them, set workday deadlines and assign responsible roles.

Day 5: Fine-tune the rules

• ☐ Step 6: Choose Which Evaluations Count so screenings don't trigger evaluation-report reminders.
• ☐ Step 7: Insurance Rules and Limits co-signs, modifiers, payer exclusions, visit and unit limits, and COB flags.

Day 6: Who sees what

• ☐ Step 8: Group Permissions caseload-only access and authorization visibility for therapists.

Day 7: Forms and clients

• ☐ Step 9: Forms and Consents build forms in Forms Manager and send them from Forms & Links.
• ☐ Step 10: Import or Add Clients and Assign Caseloads a therapist only sees a client once the client is on their caseload.

Day 8: Billing (Billing add-on only)

• ☐ Step 11: Billing Add-on Setup payers, procedure codes, rates and your ClaimMD connection.

Days 9 to 14: Go live

• ☐ Step 12: Go Live and Run Your First Week therapists start each day in My Worklist, the admin works Needs Action daily, and reviewers check Clinical Review weekly.

Helpful extras

• ☐ Sample Flows You Can Copy outpatient insurance, school contract, private pay and mixed practices.
• ☐ Setup Troubleshooting fixes for the most common "why isn't this showing?" questions.
• ☐ Share the quick starts with your team Therapist Quick Start for clinicians you invite, Office Staff Quick Start for front-office and billing staff.

Watch: MyTherapyWizard Overview: Part 1

More videos: MyTherapyWizard Overview: Part 2 · Flow and Lifecycle Stages Setup

Why it matters

MyTherapyWizard is a clinical intelligence EMR. Your evaluation, session and questionnaire data is entered once, scored once and reused everywhere. Flow Settings apply the same logic to your operations: once the admin lays out who is responsible for each step and when it is due, MyTherapyWizard turns that into to-dos for each person. Steps stop slipping through the cracks, and money stops being left on the table. Flow Settings only work after they're set up, which is why this checklist exists.

How you'll know it worked

• A new client shows the lifecycle strip with a due date on each stage.
• Your therapists see their clients and tasks in My Worklist.
• Needs Action shows upcoming and overdue items assigned to the right roles, and the Everyone view shows the whole team.
• Items waiting for sign-off appear in Clinical Review.

When setup is done, every client shows a lifecycle strip like this one: each stage, what's complete and what's due next.

Next step → Step 1: Organization Settings

See other articles in Setup Path here.