How to Use TherapyNotes
A beginner-friendly guide to getting started with TherapyNotes in 2026.
Getting Started: Step by Step
Create your TherapyNotes account
Visit TherapyNotes's website and sign up for a trial. You'll need an email address to get started.
Set up your workspace
Once signed in, configure your TherapyNotes workspace. Set your preferences, invite team members if needed, and customize the interface to match your workflow.
Explore progress-notes
One of TherapyNotes's key features is progress-notes. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Explore scheduling
One of TherapyNotes's key features is scheduling. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Explore insurance-billing
One of TherapyNotes's key features is insurance-billing. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Integrate with your existing tools
Connect TherapyNotes with the other tools you use daily. Most integrations can be set up in the settings or integrations panel.
Start using it for real work
Now that you're set up, start using TherapyNotes for actual tasks. The best way to learn is by doing — don't worry about getting everything perfect right away.
Pro Tips
- Start with the free plan or trial to explore TherapyNotes's capabilities before committing to a paid subscription.
- Use keyboard shortcuts to speed up your workflow — most tools have extensive shortcut systems.
- Check TherapyNotes's official documentation and community forums for advanced tips and best practices.
- Review your workflow after 2 weeks of use and adjust your setup based on what's working and what isn't.
Key Features to Explore
Alternatives to Consider
If TherapyNotes isn't the right fit, here are some similar tools:
Ready to Try TherapyNotes?
Practice management software designed specifically for behavioral health professionals, offering notes, scheduling, billing, and a patient portal.