Working to bring you regular improvements!
We strive to create the best experience for you! We have updated our branding, continue to listen to your suggestions and are creating new and updated webinars, videos, articles and workflows to simplify your experience with TheraNest.
Sign-up for Our Onboarding Webinar Series
Hosted webinars run on a regular schedule with live Q & A.
View Recordings of Our Onboarding Webinars
Recordings of the main content of each webinar in the Onboarding Series.
As we improve TheraNest we are creating new webinars, videos and Knowledge Base content but our older videos still have relevant content. Use the recordings below as we update and improve our content, but search the knowledge base for more current up-to-date materials. If you don't find what you are looking for you may reach out to support for further assistance.
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)
- 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)