Step One (General Settings):

Step two (Add Districts and Schools, if applicable):

Step 3: Templates

Step 4 

Team's Subscription and Billing Plan, AI usage

Step 5

Medical Settings

Integrate with ClaimMD (for Teams on Billing plans)

Text version

# Configuring Organization Settings in MyTherapyWizard

#### [Made by Stephanie Wick with Scribe](https://scribehow.com/o/vvL7fOwNQq-L0FDSSD8ExQ/viewer/Configuring_Organization_Settings_in_MyTherapyWizard__SWLsKw3qTTynNEHmka4JhA)

Learn how to access and modify your organization's administrative settings within the MyTherapyWizard dashboard. This guide walks you through managing communication features and updating key organizational information like your taxonomy code.** Only organizational Admins have permission to set up unless role permissions have been added.

1\. Click Your organization name


2\. Click "Settings"


3\. Contact email is generally the org's main mailbox.  

Turn on communications feature: If you want your therapists to be able to send therapy records, links, and messages to clients via the app.


4\. Chose your service types.  Educational is therapy teams that work for public and charter schools (creating IEPs). Medical is for teams billing insurance and private pay.


5\. Add your office or mailing address.   

Medical order settings should be added very carefully


6\. If using the billing feature and integrating with ClaimMD, then add the organizations Taxonomy Code. This will be reported in CMS-1500 box 33b. If incorrect, your claims will be denied.


7\. Add the place of service that your organization serves.  Only these will be shown to your therapists.  Click the star to favorite any.  Leave off any POS's that you don't want shown to therapists in order to reduce errors.


# Adding New Districts and Schools in MyTherapyWizard

#### [Made by Stephanie Wick with Scribe](https://scribehow.com/o/vvL7fOwNQq-L0FDSSD8ExQ/viewer/Adding_New_Districts_and_Schools_in_MyTherapyWizard__tpqEwkQ6RZqyl3gElj4_Bg)

Learn how to expand your organization's structure by adding new districts and associated schools to your account. This feature is for organizations that benefit from adding districts and schools for tracking and for therapist caseloads.  Its not only for IEP providers, but also for companies that offer school based therapy, or contract with schools or other companies.

1\. Click "Settings"


Tip: If your organization contracts with preschools, schools, agencies, or is an IEP provider, you can use this to help track clients and caseload.  If you have contracts , you can designate them as a "district" and then add each of their site or school names as a "school". This info doesn't go to insurance or any billing related forms. Its just for tracking and filtering purposes .

2\. Click District and Schools then Add District


3\. Click "Add School"


# How To Navigate Organization Templates In MyTherapyWizard

#### [Made by Stephanie Wick with Scribe](https://scribehow.com/o/vvL7fOwNQq-L0FDSSD8ExQ/viewer/How_To_Navigate_Organization_Templates_In_MyTherapyWizard__42rGN1BCQC2bTBbZWKrV0Q)

Learn how to easily access and manage your organizational templates within the MyTherapyWizard dashboard. This guide provides a direct path to navigating through various assessment, service, and report categories for efficient administration.

1\. Click "Settings"


2\. Click Assessments


3\. Assessments: favorite as needed.


4\. These are clinical questionnaires that can be sent to client, teacher , or caregiver.  You can always come back and favorite them.


5\. Service Templates are Guided Evaluations


6\. Click "Report Types3"


7\. Best to start with Full Evaluation, Abbreviated Eval and Progress Report


# How To Navigate Organization Templates In MyTherapyWizard

#### [Made by Stephanie Wick with Scribe](https://scribehow.com/o/vvL7fOwNQq-L0FDSSD8ExQ/viewer/How_To_Navigate_Organization_Templates_In_MyTherapyWizard__42rGN1BCQC2bTBbZWKrV0Q)

Learn how to easily access and manage your organizational templates within the MyTherapyWizard dashboard. This guide provides a direct path to navigating through various assessment, service, and report categories for efficient administration.

1\. Click "Settings"


2\. Click Assessments


3\. Assessments: favorite as needed.


4\. These are clinical questionnaires that can be sent to client, teacher , or caregiver.  You can always come back and favorite them.


5\. Service Templates are Guided Evaluations


6\. Click "Report Types3"


7\. Best to start with Full Evaluation, Abbreviated Eval and Progress Report


# Configure Medical Settings and Branding in MyTherapyWizard

#### [Made by Stephanie Wick with Scribe](https://scribehow.com/o/vvL7fOwNQq-L0FDSSD8ExQ/viewer/Configure_Medical_Settings_and_Branding_in_MyTherapyWizard__OUkc-ITyQHGjkU2HhJJxDQ)

Learn how to customize your patient-facing branding, eligibility settings, and ClaimMD integration. This guide provides step-by-step instructions to ensure your forms, invoices, and billing processes are correctly configured for your organization.

1\. Navigate to [htpps://app.mytherapywizard.com/dashboard/organization/settings?tab=medical](https://app.mytherapywizard.com/dashboard/organization/settings?tab=medical)


2\. Click the Display name field


3\. Add as needed


4\. Choose only the services that you want eligibility to check. Note that ClaimMD has to be integrated for eligibility to work.


5\. Per the org's Claim MD plan, enter your elig. checks per month and the date that your ClaimMD subscription renews.


6\. SAVE!


7\. Follow the next step to set up in ClaimMD , test, and sync.


8\. Step