Working with Clients (TheraNest)

Client Setup (TheraNest)

• Client Electronic Health Record (EHR) - Overview (TheraNest)
• Prospective Clients (TheraNest)
• Client Onboarding (TheraNest)
• Add a New Client (TheraNest)
• Import Clients into TheraNest (TheraNest)
• Add or Edit Client Details (TheraNest)

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Manage Clients and Groups (TheraNest)

• Upload General Documents (TheraNest)
• Send Client a Text Message (TheraNest)
• Add a Client Note/Memo (TheraNest)
• Export Client List or Data (TheraNest)
• Export a List of Clients' Email Addresses (TheraNest)
• Export List of Clients' Birthdays (TheraNest)

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Client Portal (TheraNest)

• Client Portal Overview (TheraNest)
• Client Portal Links Glossary (TheraNest)
• Client Portal Settings for Your Oganization (TheraNest)
• Subscribe/Add Therapists to Client Portal (TheraNest)
• Enable Client Portal Features/Settings (TheraNest)
• Client Portal Login Link (TheraNest)

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Contact Network (TheraNest)

• Client Contact Network Overview (TheraNest)
• Working with a Client Contact Network (TheraNest)
• Enable Client Contact Network (TheraNest)
• Add Contact to a Client's Contact Network (TheraNest)
• Edit or Delete Client Contact (TheraNest)
• Allow a Contact Access to the Client Portal (TheraNest)

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Manage Client Billing & Insurance Information (TheraNest)

• Add Insurance to Client Profile (TheraNest)
• Set Default Rendering Provider for Client (TheraNest)
• Add a Client Billing Note (TheraNest)
• Edit Insurance Type for Active Insurance Plans (TheraNest)
• Insurance Information Verified By is Wrong (TheraNest)
• Mark Insurance as Inactive (TheraNest)

Enhanced Authorizations (TheraNest)

• Authorizations FAQ (TheraNest)
• Add Client Authorizations (TheraNest)
• Client Authorization Status (TheraNest)
• Track Authorizations by Service Type Overview (TheraNest)
• Edit Client Authorizations by Service Type (TheraNest)
• Delete Client Authorization by Service Type (TheraNest)

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