Ian G.

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Activity overview

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

    06/17/22 - 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,

    06/16/22 - 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,

    06/13/22 - 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,

    06/24/22 - 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,

    06/23/22 - 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,

    06/21/22 - 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,

    06/07/2022 - BetterHelp Partnership FAQ's

    What is BetterHelp? BetterHelp is the largest therapy platform worldwide, with over 10,000 people signing up for mental health services everyday. In addition to this we have a network of over 25,00...

  • 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 ...

  • Ian G. created an article,

    Manage Your Client's Electronic Health Record

    TheraNest is designed to help you organize and keep secure the client electronic health record (EHR) using the Client Details page, client, case and progress note forms, and by uploading completed ...

  • Ian G. created an article,

    Leverage your Agenda

    Your Agenda keeps your day on track and is your primary location for adding progress notes and creating invoices. This ensures that the client, appointment, place of service, and invoice are aligne...