Completing your Organization Profile and Settings is the first step in working in TheraNest. Following the steps and key tasks ensures that your system and client EHRs are setup with the proper dependencies to lessen your workload and allows TheraNest’s automated processes take care of your client EHRs in an efficient, HIPAA compliant way.
Once you have completed the Organization Profile and Settings you will be ready to Add Staff to the system and define their role through Permissions.
The video below is from our webinar Customize Your Organization and Add Staff and the written information can be downloaded and printed from this quick reference Feature Guide.
Your Organization Profile
Your organization profile and settings are linked to other functions and areas within the system to enable the automated processes to manage your Client EHRs, appointments, notes and billing and submitting claims.
When setting up your Organization follow the instructions in Set Up Your Organization’s TheraNest Profile and pay particular attention to the descriptions of the items listed in the Organization Profile Fields section.
As you enter your information you will notice two helpful icons:
Hover the mouse pointer over these icons for descriptions and information about the field or element
This icon will provide information letting you know which box of the CMS1500 Claim Form is populated with the information in the field it is beside.
The Profile Tab section of the TheraNest Knowledge Base also includes further details about:
- Default Place of Service
- Time Zones
- Your Company Logo
Once you have completed your Organization Profile the next most important step is adding Service Types that can be CPT® or non-CPT Code types and can be modified to include a client friendly Name, Rate, code/Modifier and units. Service types can also be color coded for ease of identification.
Highlighted here were the most critical aspects of for you to complete for your organization to ensure the smooth function of TheraNest. Other Organization Settings may be made at this time or later, as needed. These settings include:
- Income Based Payment Amounts
- Referral Sources
- Credit Card Processing enrollment
- Locations and Rooms
- Payroll Payout Settings
- Manage Chat
- Client Flags
Staff Permissions and Roles
There are five Staff Permissions provided within TheraNest. By providing staff one or more permissions you define their role. You can include or exclude features or functions within each set of permissions to meet the staff responsibilities in your practice:
- Default – use by schedulers and general office staff
- Billing – for billers, accounting and any therapist or other staff who need to see or work with billing
- Therapist – can require supervisory review
- Administration- can manage organization settings, note templates, and see activity.
- Organization Administration- manages subscription, appointment reminders, and subscription add on settings.
Add Staff and Edit Staff Details
Adding Staff
Add Staff to your practice directly or through an email invitation. When using an email invitation staff click a link, enter a new password and can begin using TheraNest. When Staff are added manually you may enter as many details as you wish but must provide them with their password to begin using TheraNest.
Edit Staff Details
Staff profiles may be completed by the individual staff member including details (NPI, License, DEA Number), Preferences, Position type and Client Portal Settings and staff documents (licenses, qualifications, etc).
Administrators and Organization Administrators may edit staff members' details, permissions, and deactivate staff.