General

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23 articles in this collection
Written by Lauren Smith

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 this week

How to Enable Text Reminder Response Notifications for your Organization

Article covers how to be notified via text on how your clients respond to their text appointment reminders.
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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
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Written by Lauren Smith
Updated over a week ago

TheraNest Training Options

This article discusses the training options for TheraNest trial users and customers.
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Written by Lauren Smith
Updated over a week ago

How to Suspend Your TheraNest Subscription

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Written by Lauren Smith
Updated over a week ago

Error: An Organization callback number is required (see Settings tab).

One may receive this error when they are trying to activate appointment reminders
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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

Your TheraNest Guide

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Written by Lauren Smith
Updated over a week ago

Signing and Removing Signatures from TheraNest Documents

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Written by Lauren Smith
Updated over a week ago

Where did my dashboard charts go?

TheraNest moved the charts that displayed on the Dashboard.
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Written by Lauren Smith
Updated over a week ago

Where can I get my 1099 form?

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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

Upgrade or Change TheraNest Subscription

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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!
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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.
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Written by Lauren Smith
Updated over a week ago

Update Credit Card on File to Pay for TheraNest

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Written by Lauren Smith
Updated over a week ago

How to Switch to Annual Plan

By default subscribers are on a monthly plan. Switch to an annual plan to get 2 months free!
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Written by Lauren Smith
Updated over a week ago

Adding and Editing Locations

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Written by Lauren Smith
Updated over a week ago

Selecting a Time Zone

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Written by Lauren Smith
Updated over a week ago

How to change your password

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Written by Lauren Smith
Updated over a week ago

Refer Others to TheraNest

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Written by Lauren Smith
Updated over a week ago

Activity Log Report

The Activity Log will show what actions staff members have taken in your Organization's account over the last 60 days.
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Written by Lauren Smith
Updated over a week ago

How do I cancel my subscription?

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Written by Lauren Smith
Updated over a week ago
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