Organization Settings

Profile Tab

• Set Up Your Organization's TheraNest Profile
• Sign New BAA
• Set Default Place of Service for Your Organization
• Select a Time Zone
• Upload or Remove Logo

Service Types Tab

• Add & Edit Service Types
• Add Non-CPT Code Service Types
• Add Modifiers for CPT Codes
• Archive Service Type

Income Based Payment Amounts Tab

• Set Override Client Payment Amount
• Set up Income Based Payment Amounts
• Bill By Service Rate or Income Based

Referral Sources Tab

• Add Referral Sources to TheraNest

Set Up Credit Card Payment Tab

• Apply to Enroll in Credit Card Processing
• Update Bank Account for Credit Card Processing

Locations & Rooms Tab

• Location vs Place of Service
• Add & Edit Rooms
• Add & Edit Locations
• Archive & Unarchive a Location

Payroll Payout Settings Tab

• Track Payouts Owed to Therapists

Manage Chat Tab

• Activate Practice Chat
• Use Practice Chat
• Add Practice Chat Profile Picture
• Email Alerts for Practice Chat

Client Flags

• Create and Manage Client Flags
• Apply and View Client Flags