Client Setup (TheraNest)
- Client Electronic Health Record (EHR) - Overview (TheraNest)
- Prospective Clients (TheraNest)
- Client Onboarding (TheraNest)
- Features & Functions of Client List (TheraNest)
- Add a New Client (TheraNest)
- Import Clients into TheraNest (TheraNest)
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)
Client Portal (TheraNest)
- Client: Save a Payment Method in the 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)
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)
Manage Client Billing & Insurance Information (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)