Getting Started

Start your organization off on the right foot and see how to get started with TheraNest.

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14 articles in this collection
Written by Lauren Smith and Carrie Boogaart

Your TheraNest Guide

Written by Lauren Smith
Updated over a week ago

TheraNest Video Trainings

TheraNest offers free on demand video training for trial users and customers.

Written by Lauren Smith
Updated over a week ago

Understanding and Setting Your General Preferences

General Preferences can be controlled by each individual TheraNest staff member.

Written by Lauren Smith
Updated over a week ago

How to Use TheraNest to Create a Workflow

This article explains how TheraNest was designed to help you get through audits and setup successful workflows

Written by Lauren Smith
Updated over a week ago

Set Up Your TheraNest

Setting Up Your Organization

Written by Lauren Smith
Updated over a week ago

How to Set Your Preferences

Each TheraNest user has the ability to setup and control multiple preferences within TheraNest.

Written by Lauren Smith
Updated over a week ago

Setting Up Payment Amounts

In TheraNest, you can bill by service rates or bill by income.

Written by Lauren Smith
Updated over a week ago

Adding and Editing Service Types

Set up your organization's commonly used service types along with their rates. Entering CPT codes is optional.

Written by Lauren Smith
Updated this week

Adding and Editing Locations

Written by Lauren Smith
Updated over a week ago

Add Referral Sources to TheraNest

Tracking how your clients discovered you can help you target new clients more easily.

Written by Lauren Smith
Updated over a week ago

Selecting a Time Zone

Written by Lauren Smith
Updated over a week ago

How to Upload a Logo

How to upload a logo and where it prints in TheraNest

Written by Lauren Smith
Updated over a week ago

Adding and Editing Rooms

This article will show you how to add, edit and delete rooms.

Written by Lauren Smith
Updated over a week ago

Onboarding

Administrator Onboarding

Written by Carrie Boogaart
Updated over a week ago