TheraNest offers various ways to learn our software and get guidance or answers quickly.
Included with your subscription you can access:
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Quick Start Guide: Begin with our Quick Start guide, designed to help users get started with TheraNest quickly. The Quick Start guide will provide you with the essential information and step-by-step instructions you need to begin using the product without having to read through lengthy manuals or documentation.
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Product Orientation Webinars with live Q&A: Offered three times per week.
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On Demand Workflow Process Training: Work at your own pace and view recordings of trainings.
- Extensive Knowledge Base: Browse articles, videos, and tutorials to learn how to use your TheraNest platform and its features.
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Chat support: Chat is the quickest way to reach one of our Care Team specialists.
Chat Support is available from 7AM to 7PM eastern Monday through Friday (except holidays).
Clickin the lower right corner of your screen while logged into your TheraNest account to access Chat.
- Live Phone Support: Available from 7AM to 7PM eastern Monday through Friday (except holidays). Contact us at 800-867-7405.
Our team is dedicated to helping and supporting you so you can make the most out of your TheraNest subscription. Don’t hesitate to reach out to and chat with a Care Specialist if you need help or have questions about the above services.
Data Migration Services
Our TheraNest implementation team will work with you to download your client’s contact information from your existing system, format the data and load the contact information into TheraNest. Our team will then put you on the right path to learn the TheraNest tools and workflow processes to achieve clinical and financial success in your practice. Click the links below for additional information:
- TheraNest Migration Services Options
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Please complete this survey to request specific information about this service.
Additional Paid Training Opportunities
We offer several paid packages which include one-on-one training with our Implementation team to help you become a successful TheraNest user. Any package can be expanded to a two-session engagement which includes reviewing your set-up, troubleshooting, and addressing any errors.
- Complete this Survey to request specific information about these services.
Please click the boxes below to see details of these opportunities:
Package 1: Organization Setup
This one-hour training session with our Implementation team will cover setting up your TheraNest application, customize your organization and adding staff.
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After this training you will:
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Package 2: Insurance Billing Setup
This one-hour training session with our Implementation team will cover setting up your TheraNest application to properly bill insurance and enrolling with Apex as your Clearinghouse.
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After this training you will:
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Package 3: Insurance Billing Workflow
This one-hour training session with our Implementation team will cover an overview of the claims process, creating an invoice, submitting a claim, and reconciling the ledger.
Prerequisite: Must be enrolled in Apex and system must be setup for insurance prior to engaging in this service.
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After this training you will:
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Package 4: Client Portal
This one-hour training session with our Implementation team will cover setting up and utilizing the client portal.
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After this training you will:
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Package 5: A Day in the Life of a Therapist
This one-hour training session with our Implementation team will cover the daily tasks that a therapist must complete in TheraNest to ensure proper workflow for billing and documentation.
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After this training you will:
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Package 6: Dynamic Forms
This one-hour training session with our Implementation team will cover an overview of our Dynamic Forms feature and assistance in creating your own Dynamic Form.
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After this training you will:
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Package 7: Assisted Clinical Documentation Upload
This one-hour training session with our Implementation team will cover how to upload clinical and general documents to your Clients' profiles.
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After this training you will:
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Package 8: Custom Form Creation
Let our implementation team build your custom forms for you!
NOTE: The cost of this service depends on Form type and length. Form will need to be submitted to the Implementation Team for a quote.