Billing

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

Batch Payments - Beta

Creating batches of client credit card payments in TheraNest
Amber Ferrero Laub avatar
Written by Amber Ferrero Laub
Updated this week

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.
Lauren Smith avatar
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."
Lauren Smith avatar
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
Brooke Ziegler avatar
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
Brooke Ziegler avatar
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
Brooke Ziegler avatar
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
Lauren Smith avatar
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
Brooke Ziegler avatar
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
Brooke Ziegler avatar
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.
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

How to Handle Deductibles in TheraNest

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

Client Statements

Individual Client Statements You can complete a Statement for an individual client from their ledger.
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago

Apply to Enroll in Credit Card Processing

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

CMS1500 Claim Form Guide

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

Add Credit to a Client's Ledger

Create a positive balance on a client's ledger that you can apply to invoices as needed
Lauren Smith avatar
Written by Lauren Smith
Updated over a week ago