Teams Admin: 14-Day Setup
Setup Troubleshooting
Something not showing up the way you expected? Most setup questions come down to a handful of settings. Start here. ? "My therapist can't see a client." The client probably isn't on their caseload. With Manage only caseload patients turned on (Flow ...
Sample Flows You Can Copy
Not sure where to start? Copy one of these sample flows into Flow Settings and adjust it to fit. Deadlines are in workdays (weekends are skipped). 1. Outpatient clinic, insurance-based Stage On? Deadline Responsible Applies to Consent & intake On 3 ...
Step 12: Go Live and Run Your First Week
Your flow is built. Now it's time to run your practice on it. This step sets the daily and weekly habits that make Flow Settings work: therapists start in My Worklist, the admin works Needs Action, and reviewers check Clinical Review. Before you ...
Step 11: Billing Add-on Setup
If your practice bills insurance through MyTherapyWizard, this step connects billing. It sets up the payers, codes and rates that flow into eligibility checks, authorizations, claims, ERA's, and invoices. Before you start Who does this: the account ...
Step 10: Import or Add Clients and Assign Caseloads
Now bring in your clients and assign each one to a therapist. Caseload assignment is what lets a therapist see a client, and it's a lifecycle stage of its own in Flow Settings. Before you start Who does this: the account Admin, Admin Lite or Therapy ...
Step 9: Forms and Consents
Consent and intake forms are often the first thing a family sees from your practice. In MyTherapyWizard you build them once, send them by email or link, and the signed answers come back to the client record automatically. Before you start Who does ...
Step 8: Group Permissions
Group permissions set the defaults for your whole team, such as whether therapists see only their own caseload. Individual permissions on a member's profile (Step 2) can still override them for one person. Before you start Who does this: the account ...
Step 7: Insurance Rules and Limits
Insurance rules and limits catch problems before they cost you: a missing co-sign, a missing modifier, a payer a therapist can't bill, or a plan of care that asks for more visits than the payer allows. Before you start Who does this: the account ...
Step 6: Choose Which Evaluations Count
Not every guided evaluation should start your evaluation timeline. A quick screening, for example, shouldn't create an "evaluation report due" reminder. This step tells MyTherapyWizard which guided evaluations count. Before you start Who does this: ...
Step 5: Build Your Flow
Now you'll turn your workflow map into Flow Settings. Flow Settings are like project management built into your EMR: once each stage has an owner and a deadline, MyTherapyWizard tracks every client and puts the next task in front of the right person. ...
Step 4: Map Your Workflow Before You Touch Flow Settings
This is the most important step in setup, and it doesn't happen in MyTherapyWizard. Before you build anything, write down how a client moves through your practice today: who does each step, how quickly, and for which clients. Most practices have ...
Step 3: Set Up Supervision Relationships
Supervision links each assistant or student to the clinician who supervises them. MyTherapyWizard uses these links to send co-sign requests to the right person, track supervision visits, assign caseload so a supervisor always has access to the ...
Step 2: Add Your Team and Choose Roles
Now that your organization is set up, it's time to bring your people in. Each person gets a seat and a role. The role decides what they can see and do, and you can fine-tune any role for any person. Before you start Who does this: the account Admin. ...
Step 1: Organization Settings
Organization Settings tell MyTherapyWizard who your practice is: your name and contact email, how secure communications behave, which service types you offer, the districts and schools you serve, your team's favorite templates, your seats and AI ...
Your 14-Day Setup Checklist (Teams)
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. ...