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Setting Up Your Practice

After creating your account, a floating setup checklist appears in the bottom-right corner of your screen. It tracks 14 items — 12 required and 2 optional — to get your practice fully configured.

Required setup items​

1. Basic Profile Info​

Your name, email, and phone number. These were entered during signup, so this should already be complete.

2. Professional Credentials​

Your credentials suffix (e.g., OTR/L, PT, DPT, SLP). This appears on documents and super bills.

3. Professional Licenses​

At least one license with your license number and state. You can add multiple licenses if you're licensed in multiple states.

4. Business Information​

  • NPI Number — Your National Provider Identifier
  • TIN Number — Your Tax Identification Number

These are used for super bills and insurance documentation.

5. Practice Address​

Your practice location (street, city, state, ZIP). This appears on invoices and documents.

6. Provider Signature​

Draw your signature on the signature pad. This is used on documents and super bills. An audit trail is automatically recorded (device info, timestamp).

7. Security PIN​

Set a PIN to protect sensitive information within the app.

8. Platform Payment Method​

Add a credit or debit card for Therativities platform fees. This is separate from your Stripe account for collecting client payments.

9. Connect Stripe Account​

Connect your Stripe account to accept payments from parents. This launches Stripe's onboarding flow where you'll enter your business and banking details. See Payment Processing for more.

10. Session Services​

Add at least one session service with a name and rate (e.g., "OT Session — $150/hr"). These appear as options when scheduling and billing sessions.

11. Billing Frequency​

Choose how often sessions are billed: Immediate, Weekly, Bi-monthly, or Monthly.

12. Fee Policy​

Configure how Stripe processing fees are handled — whether you absorb them or pass them to the client.

Optional setup items​

13. Evaluation Services​

Add evaluation services if you perform evaluations (e.g., "OT Evaluation — $350").

14. Add First Client​

Add your first client to start using the platform. See Client Management for a full guide.

Accessing settings later​

All of these settings are available anytime under Settings (gear icon). The settings page has 11 tabs:

  • Account
  • Calendar
  • Profile
  • Notifications
  • Privacy & Security
  • Scheduling Rules
  • Sessions
  • Documents
  • Evaluations
  • Organizations & Access
  • Billing

The setup checklist disappears once all required items are complete, but you can always adjust your configuration from Settings.