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Thank you for choosing the TheraNest Practice Management, EHR, and Billing Software!

Your TheraNest team will guide you through the onboarding process to maximize your onboarding experience.

Don't worry, the team will be there through every step to answer your questions and give you great tips on getting started as efficiently as possible.

On-Demand Onboarding Series

Access the complete Onboarding library here


Advanced Concepts: Billing using Apex in TheraNest

Billing Basics in TheraNest:

This live session will cover the workflow and basics of billing within TheraNest. This session is focused on our customers who use Apex as their clearinghouse and will cover a brief overview of the EDI and ERA enrollment process, touch on the fields in TheraNest which are required to populate a 1500 form, and then cover the detailed workflow of creating an invoice, preparing the claim to submit and moving the claim through the steps in claims processing.

May 9th @ 1pm EST

June 6th @ 1pm EST

Managing Rejections and Resubmissions with Apex:

This live session will cover the basics of claim rejections and denials in TheraNest and how to adjust and resubmit claims.

May 16th @ 1pm EST

June 13th @ 1pm EST

Reconciling the Ledger with Apex Clearinghouse in TheraNest:

This live session will cover the automated and manual payment processing options as well as the workflow for applying payments, accepting payments and co-pays, and submitting a claim to secondary insurance. We will include time for Q&A at the end of our session as we wrap up this three-part series on best practices for billing through TheraNest and Apex.

May 23rd @ 1pm EST

June 20th @ 1pm EST


Billing Automation

Please join us as we will go over the all new Billing Automation features. We will go over the following topics:

•Overview of the Billing Automation Features
•Invoice Creation
•Invoice Processing
•Claims Submission
•ERA Processing
•Review of potential use cases for each automation

June 27th @ 1pm ET

Getting Started: Orientation with your TheraNest Onboarding Specialist

Meet with your TheraNest onboarding specialist, who is an expert in the TheraNest platform, and will walk you through the tools you need to succeed during your trial and beyond.

After your orientation session, your onboarding specialist will provide you with additional resources, training videos and content you can review at your convenience as well as how to get additional help whenever you need it.

Click a date to register now!

May 14th at 2pm EST

May 15th at 12pm EST

May 16th at 2pm EST

May 21st at 2pm EST

May 22nd at 12pm EST

May 23rd at 2pm EST

May 28th at 2pm EST

May 29th at 12pm EST

May 30th at 2pm EST