Onboard with TheraNest

Welcome to TheraNest!

This article will serve as your Go To Guide for TheraNest. We’ll reference it throughout your trial.

Let's Get Started...    

1. Follow our wizard to setup your system utilizing its full power and potential.

   First, the wizard walks you through the first 6 steps of navigating the system and includes links to how-to articles and a short video:

   
   
   
2. The wizard ends with Setup Tasks. You can follow this through Phase 1.
   
   
   
3. If you’re not ready to get started you can click Hide for Today and access the wizard at anytime for help where you are by clicking the icon in the top right corner.
   
   
   

 

Setup Your Organization

1. Learn all about TheraNest - Watch TheraNest 101
   This will give you a GREAT foundation for how to use TheraNest well. It covers browser optimization, navigation, and the TheraNest Triangle.
2. Setup Your TheraNest Video
   Proper setup is the foundation for your operational success! Learn about best workflow practices, automatic Appointment Reminders, Credit Card Processing, Locations, and more!
3. Add Staff in TheraNest Quick Start
   Use this Staff Get Started guide/checklist to create your Staff in TheraNest and ensure that the minimum required information is entered.
4. Add Additional Locations (optional)

Clients

1. Import Client Data
   You can manually add Clients or important them from an Excel Spreadsheet. You'll see the real power of TheraNest after you've added your Clients.
2. Client Management Video
   

Prepare for Billing

Get paid! Print as an Invoice, Superbill, or CMS 1500 form and setup your account for insurance Claim Submission.

1. Billing Setup Videos + Billing Video
2. Create Service Types Video
3. Credit Card Processing Video

Insurance Setup

1. Add Insurers - Apex Insurers or Non-Apex Insurers
2. Enroll with Apex Clearinghouse

Calendar

Learn about the TheraNest Calendar and Agenda. You can set your Preferences, your Availability as well as learn how to sync your Appointments to a third party calendar app (ie. Google or Apple Calendar).

1. Features and Functions of Calendar Video
2. Features and Functions of the Agenda Video
3. Calendar Preferences
4. Calendar Availability
5. Create an Appointment

Notes

Create your first Progress Note and learn all about the differences between Clients, Cases, and Notes. As well as see how to efficiently write professional Assessments, Treatment Plans and Progress Notes. 

1. Managing and Cases Video
2. Add in Diagnosis Codes in Initial Assessments for Clients
3. Add a Progress Note
4. Wiley Practice Planner Video

Additional Features

Checkout some of our add-on TheraNest features.

Client Portal

1. Create & Customize Your Intake Forms Video
2. Invite Your Clients to Client Portal

Telehealth

1. Telehealth Video

Next Steps..

Now that you are a TheraNest Pro, select a TheraNest Subscription Plan!