To use TheraNest successfully, we suggest utilizing all of the parts and pieces of TheraNest. The three main parts are the Calendar, Billing, and Notes. Continue reading to see how these three pieces connect. It was designed this way to keep you accountable for workflows and business processes. It will also help you succeed through an audit.
The TheraNest workflow starts on the Calendar! Here you create Client Appointments. Appointments do more than block time on your calendar as unavailable, Appointments are your proof of Service.
An Appointment contains information that will be pulled into your Note and into your Invoice when you create them. Such as, Client Name, Service Date, CPT Code, and the time/length of Appointment.
NOTE: A Service Type (CPT Code) MUST be entered on the Appointment in order to bill.
To bill for a Date of Service you will create an Invoice from the Appointment (or linked to the Appointment). The Appointment will pull in the information listed above and determine how you will bill.
TheraNest's Progress Notes are clinical documentation of the Sessions you have had with your Client. Progress Notes are the final side of the TheraNest triangle. They exist in TheraNest within the Client's Case and can be accessed by TheraNest Administrators and the Staff Member Assigned to the Case (aka Clinician).
NOTE: Dynamic Forms cannot replace Progress Notes. You can create a Dynamic Form to be your Progress Not, but TheraNest will not recognize it as a Progress Note. Dynamic Forms are there to capture additional information that you need that is unique to your Practice.
When you create your Progress Note from the Appointment on the Agenda (linked to the Appointment), the information listed above will pull into the Progress Note.
NOTE: If you add a Progress Note in any other way you will need to manually change the Date of Service and choose the appropriate Appointment from the drop down.
When the Invoice and Progress Note are linked to the same Appointment information can move freely between the two. This definitely comes in handy when creating Superbills for your Clients. Superbills need to include a DX code which actually lives on your Progress Note. When the Invoice and Progress Note are linked to the same Appointment the DX will show on the Superbill properly.
You can always look at your Calendar to see if your Appointment has a Note and an Invoice icon, indicating they are linked to the Appointment.
- Create an Appointment
- Create a Progress Note
- Create an Invoice
- Find all Appointments without an Invoice use Batch Invoicing. You can set your date range and it will pull all appointments that do not have an invoice associated.
- Find all Appointments missing a Progress Note by using the Missing Progress Notes Report.