Before you start

• Who does this: therapists, assistants and students invited by their practice.
• How long it takes: about 15 minutes.
• Plan needed: Teams (your practice's account).

🧩 1. Log in and check your profile

1. Accept the invitation email and set your password.
2. Open Settings (the gear icon at the bottom of the left menu) and add your photo. If families' replies should go somewhere other than your login email, set a Communication Email. Add your credentials as that will populate to your signature. 
3. Fields marked Admin Managed, like your name, NPI and practice settings, are set by your admin. Ask them if something needs to change.

🧩 2. Start every day in My Worklist

My Worklist is your to-do list. It shows unsigned notes, notes missing a procedure code, expiring plans of care, and your clients' upcoming and overdue lifecycle stages. Work it top to bottom and you're caught up.

🧩 3. Read the lifecycle strip

Each client record has a strip across the top showing every step from consent to provider order. Hover over a stage to see whether it's not started, completed (with the date) or due (with the due date). The stage that's next is the one to focus on.

🧩 4. Your first evaluation and note

• Evaluation: Clinical › Guided Evaluations › New Evaluation, select your client and choose a template.
• Session note: Schedule › Add Session, fill in the details, then sign. Sign notes within 2 workdays so they don't show as overdue.

▶️ Watch: New Navigation

More videos: My Worklist · User Settings · The Therapy Record · Complete a Guided Evaluation · Session Notes, Smart Codes and AI

💡 Why it matters

Your practice set up MyTherapyWizard so the right task reaches the right person at the right time. When you work from My Worklist, nothing slips, and your evaluations, goals and notes connect automatically through clinical intelligence.