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Therapy Notes POS Integration

About

TherapyNotes is a cloud-based practice management software and Electronic Health Record (EHR) system specifically designed for behavioral health professionals to manage clinical workflows, client records, scheduling, billing, and teletherapy in a HIPAA-compliant environment.  

Website: Therapy Notes

Category Details
Integration Type Cloud: Browser Extension

Training:
POS+ Extension Training

Installation:
Installing POS+ Extension
Features Card on File
Stored card to quickly recharge a known customer.

Deposit Payments
Take a down payment against an invoice.

Refund
Process refunds directly through the platform.

Split Refund
Refund a partial amount of a purchase.

Void
Void transactions before settlement.
Browser Extension Payment Flows Push to Terminal
Payment Links
Keyed Transactions
Keyed ACH
Additional Payment Flows N/A.

Important Notes

Once a payment flow has been built for a software, it becomes available to all users.  

Marketing Demo Video

Browser Extension

 

Demo Training- POS+ Extension- Therapy Notes

 

POS+ will assist you with onboarding your account until a demo video becomes available. 

Integration Type

This integration requires the POS+ Browser Extension to be installed and active within your supported browser.

Support 

  1. Turn off two factor authentication where possible. This can prevent POS+ access.  
  2. Ensure the software username and password in the POS+ portal are always up to date. This can prevent POS+ access 
  3. If the integration does not work AND you are on the correct invoice page in the software, please contact POS+.