Bill to & Insurance Info Tab

All articles surrounding this specific tab in TheraNest. Only ThearNest users with Billing permissions can access this tab.

6 articles in this collection
Written by Lauren Smith

Add Insurance to a Client

How to enter your client's insurance information and field explanations

Written by Lauren Smith
Updated over a week ago

Edit Insurance Type for Active Insurance Plans

TheraNest users can edit active insurers to change their type.

Written by Lauren Smith
Updated over a week ago

How to Set a Reauthorization Reminder

TheraNest users can be reminded of when a client needs to be reauthorized.

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

Written by Lauren Smith
Updated over a week ago

Mark Insurance as Inactive

TheraNest users can mark insurance as inactive on the Bill to & Insurance Info Tab

Written by Lauren Smith
Updated over a week ago

Add a Client Billing Note

Written by Lauren Smith
Updated over a week ago