Billing

Lauren Smith avatar Amber Ferrero Laub avatar Brooke Ziegler avatar
30 articles in this collection
Written by Lauren Smith, Amber Ferrero Laub, and Brooke Ziegler

How to Edit an Invoice

If changes need to be made to an existing invoice this article will walk you through how to accomplish those steps.
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Written by Lauren Smith
Updated over a week ago

Insurance Information Verified By is Wrong

On the Bill to & Insurance info tab of a client the Verified By drop down can reset to select in a special circumstance
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Written by Lauren Smith
Updated over a week ago

How to Include Superbill-level Details on Batch Statements

TheraNest allows for you to create statements in batches. The batch process also allows for superbill level details.
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Written by Lauren Smith
Updated over a week ago

How to Show Superbill-Level Details on a Statement

The individual client statement allows for some customization including showing superbill level details.
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Written by Lauren Smith
Updated over a week ago

How to Create Client Statements in Batches

Create statements for multiple clients at once using the Batch Statements tool
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Written by Lauren Smith
Updated over a week ago

How to Create Client Statements

This article covers how to create individual client billing statements
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Written by Lauren Smith
Updated over a week ago

Batch Payments

Creating batches of client credit card payments in TheraNest
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Written by Amber Ferrero Laub
Updated over a week ago

How to Edit a Payment

Editing applied and unapplied payments.
Amber Ferrero Laub avatar
Written by Amber Ferrero Laub
Updated over a week ago

Preferred Name Not Printing on Billing Documentation

When printing an invoice, statement, and or superbill a client's preferred name will not print.
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Written by Lauren Smith
Updated over a week ago

What does the Green "Billed" Tag on the Calendar Mean?

Article covers why TheraNest users see appointments on the calendar with a tag "Billed."
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Written by Lauren Smith
Updated over a week ago

What Happens to Claims Once They Leave TheraNest

The life of your claims once they leave TheraNest
Brooke Ziegler avatar
Written by Brooke Ziegler
Updated over a week ago

Submitting Claims With A Supervisor

How to complete box 17 to populate Supervisor information
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Written by Brooke Ziegler
Updated over a week ago

Common Claim Rejections and How to Troubleshoot them

Here are some common claim rejections and tips on how to fix them
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Written by Brooke Ziegler
Updated over a week ago

Office Ally Claims: Checking Claim Status

How to check on the status of your claims after submitting to Office Ally
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Written by Brooke Ziegler
Updated over a week ago

How To Setup EDI File Settings

Make sure your electronic claims contain the correct information by configuring your EDI File Settings
Brooke Ziegler avatar
Written by Brooke Ziegler
Updated over a week ago

How to Set a Reauthorization Reminder

TheraNest users can use this field to count down the number of sessions a client has been authorized for.
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

Where to Add Modifiers for Services in TheraNest

Article explains how to add modifiers to services
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Written by Lauren Smith
Updated over a week ago

Bill to and Insurance Info Tab Setup

How to enter your client's insurance information
Brooke Ziegler avatar
Written by Brooke Ziegler
Updated over a week ago

Office Ally Claims: EDI & ERA Enrollment

How to setup your Office Ally account to successfully submit claims
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Written by Brooke Ziegler
Updated over a week ago

How to Delete a Payment from the Client's Ledger

The following article describes how to delete a payment from a client's ledger.
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

Submitting Fully Paid Invoices Electronically Through TheraNest

How to get a fully paid invoice submitted electronically through TheraNest to your clearinghouse
Brooke Ziegler avatar
Written by Brooke Ziegler
Updated over a week ago

Submitting Out of Network Claims in TheraNest

How to setup a client's account to submit out of network claims to insurance
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Written by Brooke Ziegler
Updated over a week ago

Diagnostic Code is Blank on the Superbill

Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

No diagnostic codes found in the notes for (date) session. Make sure the session has progress notes for the date and time of the session.

This error can come up when checking claims before submitting them to the clearing house.
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Written by Lauren Smith
Updated over a week ago

How to Handle Deductibles in TheraNest

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Written by Lauren Smith
Updated over a week ago

The Payment Number Entered is a Duplicate and Has Been Saved to Other Payment(s)

TheraNest allows for you to apply the same payment number to multiple different payments.
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Written by Lauren Smith
Updated over a week ago

Remove Client's Stored Credit Card

Article will will walk you through how to remove a client's stored credit card from their file.
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Written by Lauren Smith
Updated over a week ago

Apply to Enroll in Credit Card Processing

Accept and process credit card payments.
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Written by Lauren Smith
Updated over a week ago

CMS1500 Claim Form Guide

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Written by Lauren Smith
Updated over a week ago