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  1. TheraNest
  2. Organization Settings

Organization Settings

Set Organization Wide 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
  • CPT® Codes, Code Modifiers and Rates
  • Archive and Unarchive 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

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

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