Your Organization (TheraNest)

Profile (TheraNest)

• Set Up Your Organization's TheraNest Profile (TheraNest)
• Sign New BAA (TheraNest)
• Set Default Place of Service for Your Organization (TheraNest)
• Select a Time Zone (TheraNest)
• Upload or Remove Logo (TheraNest)
• Track Payouts Owed to Therapists (TheraNest)

Service Types (TheraNest)

• Add & Edit Service Types (TheraNest)
• Add Non-CPT Code Service Types (TheraNest)
• CPT® Codes, Code Modifiers and Rates (TheraNest)
• Archive and Unarchive Service (TheraNest)

Income Based Payment Amounts & Referral Sources (TheraNest)

• Set Override Client Payment Amount (TheraNest)
• Add Referral Sources to TheraNest (TheraNest)
• Set up Income Based Payment Amounts (TheraNest)
• Bill By Service Rate or Income Based (TheraNest)
• Update Bank Account for Payment (TheraNest)
• Apply to Enroll in Credit Card Processing with Vantage (TheraNest)

Locations & Rooms (TheraNest)

• Location, Place of Service & Location Groups (TheraNest)
• Add & Edit Locations (TheraNest)
• Use Location-Specific Group Settings (TheraNest)
• Add & Edit Rooms (TheraNest)
• Archive & Unarchive a Location (TheraNest)

Manage Chat & Client Flags (TheraNest)

• Activate Practice Chat (TheraNest)
• Use Practice Chat (TheraNest)
• Add Practice Chat Profile Picture (TheraNest)
• Email Alerts for Practice Chat (TheraNest)
• Create and Manage Client Flags (TheraNest)
• Apply and View Client Flags (TheraNest)

Reports (TheraNest)

• Reports Glossary (TheraNest)
• Canceled & Rescheduled Appointments Report (TheraNest)
• No Show Appointments Report (TheraNest)
• Session Unit Reports (TheraNest)
• Group Attendance Report (TheraNest)
• Detailed Attendance Report (TheraNest)

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