A Guide to Account & Organization Setup

How do I sign up for a Therapractic membership?

  1. Follow this link to the pricing page. (therapractic.com/pricing)

  2. Select the type of membership you want to sign up for. For the EHR membership, hover over the purple box that says “Electronic Health Records” and then click “Purchase Now”. For the HIPAA-Based Policy & Procedure Manual membership, hover over the purple box that says “HIPAA P&P Manual”, select the number of users and click “Checkout”.

    Note: For the EHR membership, you may receive a 30-day free trial. After the free trial, you will then be billed monthly for your membership. There is no free trial for the HIPAA-Based Policy & Procedure Manual membership.

  3. After you have selected a membership, enter a discount code. (TPA members call 806-576-2745 for discount codes)

    Membership Levels

  4. Enter your email address (Make sure the email address is valid. You will receive messages and notifications to this email. The email address will also be used as your username to log in). Enter your billing information and click “Submit and Checkout”.


  5. After you have checked out, you will receive an email requesting to activate your account and set your password.

Establish a Username and Password

After signing up, you will automatically be assigned the username of the email you used and you will set up a password.

For your username, use the same email that you entered when you purchased your Therapractic subscription. Be certain that you have access to that email before proceeding further.

For your password, we recommend that the password is at least 8 characters long, and does not contain your username or real name.

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Setting up the Organizational Management & basic account information

  1. After logging in, click on your email in the top-right corner, then click “Organization”.

  2. Enter your Organization’s Information and click “Save”.

  3. Create an organization member by entering their name and email address in the blank spaces at the bottom of the page. Select specific roles for the user.

  4. Note: It will be necessary to specifically identify what “Roles” (i.e. access levels) each Organization Member will have, such as: Training, TheraPolicy (Policy & Procedure Manual), Messaging System, and Time Stamped Activity Log. No identified role automatically gives access to these areas except the Administrator. At our clinic, only the administrator and the provider have access to the Organization Administrator and Time Stamped Activity Log, because both provide access to the “Time Stamped Activity Log”. Sensitive issues such as workforce concerns, sanctions, etc., are recorded in the log for the time documentation purposes. Once information is saved in the log, it cannot be erased or altered (although it can be clarified and revised in further documentation. HIPAA mandates the designation of a Privacy Officer and a Security Officer (which can be the same person). These designations are assigned at the “Role” section. If a member is given access to the TheraPolicy, then they also have the ability to modify it. If you want someone to read the Policy & Procedure Manual without an ability to edit it, then do not give access to the TheraPolicy and instead provide them with a printed copy. It is necessary to identify Non-Organization Associates (individuals outside your organization with a need to have certain services or access levels). For instance, our billing company has clearance to the messaging system, because we need to exchange encrypted patient information with them. We also know that HIPAA requires they have ongoing training in their role as Business Associates, so we give them access to our training (making it easier and thus more likely to get it done). When training is completed, it will be automatically entered on the Time Stamped Activity Log, even for Non-Organization Associates. “Create and Manage Notes” provides access to the HIPAA/Medicare/Medicaid/PQRS Sensitive Practice Management and Electronic Health Notes section.

Setting Passwords for workforce and other individuals

Once the Organizational Profile has been established, individuals listed in the organization profile will need a password, which will give them access to the system levels you have assigned.

  1. That individual will be sent an email requesting to activate the account.

  2. Click on the link to activate the account. You will be directed to a page to create a new password.

  3. After entering the password, click “Activate”.

For administrators setting or resetting a password:

  1. Go to the Organization page.

  2. Find the individual’s name, then click “Reset User Password”.

  3. Type in the password in both boxes, then again click “Reset User Password”.