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  1. TheraNest
  2. Working with Clients (TheraNest)
  3. Client Setup (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)
  • Set Client Preferred Name (TheraNest)
  • Generate or Edit Client ID Number (TheraNest)
  • Change the Intake Date for Client (TheraNest)
  • Find Clients with a Client and/or Insurance Balance Due (TheraNest)
  • How Many Clients Do I Have? (TheraNest)
  • View Clients by Assigned Staff (TheraNest)
  • View Clients with No Upcoming Appointments (TheraNest)
  • View Clients by Insurer or Payer (TheraNest)
  • View Clients with Authorized Cards on File (TheraNest)

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