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,

    Supplement Your Practice with Additional Features

    TheraNest offers additional resources to make the most of your subscription and enhance and streamline your practice.   Electronic Claims and Billing – including credit card processing, eligi...

  • Ian G. created an article,

    Complete HIPAA-secure Client EHR

    You’ve now completed the basic process of building your client’s EHR in TheraNest! Your client’s HIPAA-secure file will include the following documents, stored within their client profile:   ...

  • Ian G. created an article,

    Customize Your Practice Documentation

    TheraNest comes pre-populated with basic intake forms, SOAP note forms and progress note forms. Basic intake documents can be customized within the intake forms section of the Client Portal in The...

  • 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...