- Get Started TheraNest Onboarding & Training
- Organization Settings Set Organization Wide Settings
- Staff Tab Add & Manage Staff
- Agenda & Calendar Tabs Schedule & Manage Appointments
- Clients Tab Add & Manage Clients
- Dynamic Forms Tab Build Client, Case & Organization Forms or work with Dynamic Form Templates
- Cases & Notes Workflows and process for completing client intake from creating a case, adding the initial assessment (diagnosis) an...
- Client Billing Invoice & Bill using Client Ledger
- Connect to a Clearinghouse Working with a clearinghouse to manage billing and submit claims.
- Insurance Billing in TheraNest Workflows and tasks completed in TheraNest.
- Other: Bill to Insurance Bill with Other Clearinghouse
- e-Prescribe with NewCrop Record and submit prescriptions electronically with NewCrop.
- Telehealth Schedule & Manage Telehealth Appointments
- Client Portal Setup & Manage Client Portal
- Reports Run & Analyze TheraNest Reports