We have created a robust catalog of TheraNest training videos that will help walk you through onboarding! Scroll down to see a list with links to our favorite, must see training videos!
Jump to Section [Administrator Videos] [Calendar Videos] [Telehealth Videos] [Billing Videos] [Client Portal Videos]
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Popular Getting Started Videos
TheraNest 101 Video - Start Here!
Administrator Videos
- Set Up Your TheraNest for Administrators (15 mins)
- Set Your Organization Profile Settings (6 mins)
- Add Staff & Manage their Permissions (20 mins)
- Assign Staff to Clients & Cases (4 mins)
- Assign Supervisor to Review Notes (12 mins)
Calendar Videos
- Agenda Features & Functions (11 mins)
- Calendar Features & Functions (7 mins)
- How to Create an Appointment (5 mins)
- Create an After Hours Appointment (3 mins)
- Create & Manage Recurring Appointments (5 mins)
- Set Your Calendar Preferences (10 mins)
- Setup Automatic Appointment Reminders (12 mins)
- Change Color of Appointment Blocks on Calendar (1 min)
Telehealth Videos
- Telehealth Quick Setup (9 mins)
- Telehealth Training (20 mins)
- Create Informed Consent for Telehealth (7 mins)
- Start a Telehealth Session (4 mins)
- Schedule a Group Telehealth Session (2 mins)
Billing Videos
Billing Setup
- Create & Use Service Types (15 mins)
- Credit Card Processing with TheraNest (14 mins)
- How to Add Insurers to TheraNest (4 mins)
Submit to Insurance
- How to Submit a Claim to the Clearinghouse (17 mins)
- Resubmit a Failed Claim (3 mins)
- Process ERAs in TheraNest (23 mins)
- Create Adjustments for Secondary Insurance (5 mins)
Client Portal Videos
- How to Subscribe to Client Portal (2 mins)
- How to Invite Clients to Client Portal (3 mins)
- Client Portal Organization Settings (10 mins)
- Staff Client Portal Settings (3 mins)
- Confirm or Decline Client Portal Appointments (4 mins)
- Create Intake Forms (13 mins)
- Send Intake Forms (3 mins)
- Secure Messaging Overview (5 mins)