For Canadian practices outside Quebec
Get a TherapyCRM task done
Use these product help guides when you need to check a funding period, prepare an invoice, keep recording during a connection outage, invite a guardian or book repeat visits. Each guide names the screen, the access you need, the steps and the limits. Start with the task you are doing today.
Last updated: 2026-10-09
Funding and session invoices
Review the figures recorded for a client’s funding period, then check what is ready to invoice. These are separate tasks: a session collected on a device is not automatically approved documentation or a sent invoice.
Session Runner during a connection outage
Load the session while connected, check the on-device save status and reconnect to synchronize. The offline guide explains the difference between a device draft, a queued submission and a session saved to the practice record.
Family access and repeat visits
Choose what each guardian can see for each child, and review the visits actually created when booking a recurring series. Portal access is permissioned; repeat bookings can skip unavailable dates.
If a screen or action is unavailable
Your practice’s enabled modules and your assigned permissions determine which actions you can use. Ask the practice administrator to check your access if a guide’s screen is missing. For a save error, record the screen name, time and displayed support reference; keep client details out of an initial support email.