Ian G.

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Activity overview

Latest activity by Ian G.
  • Ian G. created an article,

    Insurance Billing Workflow: Submitting a Claim with APEX

    This webinar is an overview of the process for submitting a claim with APEX. In this session the following topics are reviewed: Adding Insurance Payers Creating an Invoice Add to Claims Awaiting S...

  • Ian G. created an article,

    Completing the Client Intake Process

    The Client intake process begins with creating the Client record, followed by scheduling their first appointment which provides them with their Intake Documents. Once the intake forms are submitted...

  • Ian G. created an article,

    TheraNest New Features Q1 & Q2 2022

      This webinar was in two parts and covered new features and enhancements made in TheraNest in Q1 and Q2 of 2022. The first recording covers Billing and ERA features: ERAs Automatic Processing App...

  • Ian G. created an article,

    Dynamic Progress Note Forms

    Creating and utilizing the Dynamic Progress note forms in TheraNest and the best practice workflow for using and maintaining dynamic progress note forms. Topics include: Progress Note and Best Pra...

  • Ian G. created an article,

    Notes and Dynamic Forms

    This webinar covered best practice workflow for using the standard notes and dynamic forms. Topics included: Client, Contact, Case and Progress notes and their locations and uses Organization, Cli...

  • Ian G. created an article,

    Leveraging your Agenda and Calendar

    The Agenda is the place to begin to manage client appointments and, by working in the agenda, tie the appointment to service types, staff, notes and invoices. This ensures that all the information ...

  • Ian G. created an article,

    Welcome Clients to Your Practice

    Clients can be welcomed to your practice through the client portal. This webinar covered: Client Portal Overview Staff Permissions Intake Forms Inviting Clients Client Contact Network for minors a...

  • Ian G. created an article,

    Building your Client EHR

    Building your Client EHR provides an overview of the features available to organize and keep client information secure as an Electronic Health Record. Topics included: Client Page Client Details B...

  • Ian G. created an article,

    Getting Started with TheraNest

    Getting Started with TheraNest covered a brief overview of what to expect as you setup and get started with TheraNest. Topics included: Introduction and what to expect Your Organization Profile In...

  • Ian G. created an article,

    Create an Intake Form

      Permissions: You must have Organization Administration permissions to create intake forms.   Intake Forms are custom forms that are created to provide a client with information and/or to gather ...