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Getting Started
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
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Written by
Carrie Boogaart
Updated over a week ago