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 over a week ago

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