- Get Started TheraNest Onboarding & Training
- Organization Settings Set Organization Wide Settings
- Staff Tab Add & Manage Staff
- Agenda & Calendar Tabs Schedule & Manage Appointments
- Clients Tab Add & Manage Clients
- Dynamic Forms Tab Build Client, Case, & Organization Forms
- Notes All Things Notes & Cases
- Client Billing Invoice & Bill using Client Ledger
- Insurance Billing Setting up billing to insurance, connecting to an insurance clearinghouse and processing claims.
- e-Prescribe with NewCrop Record and submit prescriptions electronically with NewCrop.
- Telehealth Schedule & Manage Telehealth Appointments
- Client Portal Setup & Manage Client Portal
- Reports Run & Analyze TheraNest Reports