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)