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Bill to & Insurance Info Tab

Bill to & Insurance Info Tab

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

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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
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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.
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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.
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Written by Lauren Smith
Updated this week

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

Mark Insurance as Inactive

TheraNest users can mark insurance as inactive on the Bill to & Insurance Info Tab
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Written by Lauren Smith
Updated over a week ago

Add a Client Billing Note

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Written by Lauren Smith
Updated over a week ago