General

Articles that are helpful for all users when it comes to TheraNest

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12 articles in this collection
Written by Lauren Smith

How Do I Pull a Client List?

Need addresses, birthdays, or insurance information? Your export file will be your best bet. See article for more information
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Written by Lauren Smith
Updated over a week ago

Track Payouts Owed to Therapists

TheraNest allows organizations to track payouts owed to Therapists
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Written by Lauren Smith
Updated over a week ago

How to Show Only Client Initials in Emails to TheraNest Users

Providers or assigned staff will receive email notifications about clients. There is an option to show only Client Initials in those emails.
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Written by Lauren Smith
Updated over a week ago

How to Remove Logo from TheraNest

Article walks through steps on how to remove logo
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Written by Lauren Smith
Updated over a week ago

Contact Support

Can't find your answer in our Knowledge Base or Training? You can reach out to our Customer Happiness team. We're delighted to help you!
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Written by Lauren Smith
Updated over a week ago

How to Archive a Location

This article shows how to Archive an appointment location within TheraNest.
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Written by Lauren Smith
Updated over a week ago

TheraNest Training

TheraNest offers free on demand training for trial users and customers.
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Written by Lauren Smith
Updated over a week ago

How to Unarchive a Location

Article shows how to unarchive a location within TheraNest
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Written by Lauren Smith
Updated over a week ago

Suggest a New Feature or Give Product Feedback

We created a way in TheraNest for you to give feedback or request features to our product team!
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Written by Lauren Smith
Updated over a week ago

Signing and Removing Signatures from TheraNest Documents

Which documents can I sign? Which documents can I remove a signature?
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Written by Lauren Smith
Updated over a week ago

How to Change Your TheraNest Password

Any user can update their TheraNest password at anytime. Follow the steps below to update the password associated with your TheraNest login.
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Written by Lauren Smith
Updated over a week ago

How to Refer Others to TheraNest

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Written by Lauren Smith
Updated over a week ago