theranest patient portal

by Dorris Mertz 7 min read
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What is the theranest client portal?

Our Client Portal is the gateway to serving your clients. Client records are automatically synced in TheraNest. Every TheraNest account includes one Client Portal account. Clients can fill out, sign and submit Intake Forms online. Design your own therapy Intake Form, use our pre-built templates, or customize our templates to meet your needs.

What is included in a theranest account?

Every TheraNest account includes one Client Portal account. An efficient client intake experience Clients can fill out, sign and submit Intake Forms online. Design your own therapy Intake Form, use our pre-built templates, or customize our templates to meet your needs.

What does the client portal do for therapists?

Therapists subscribed to the Client Portal can access completed Intakes, send and receive Secure Messages, allow Self-Scheduling, and receive Client-made payments from the Portal. Can I Turn On/Off Certain Client Portal Features or Settings?

What can theranest do for You?

Affordable and efficient credit card processing in TheraNest to simplify your toolset. A Client Portal that makes new Client Intake and continued communication throughout treatment a breeze. Maximize your time with an easy to use scheduling feature and a calendar that keeps you organized.

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Can you use TheraNest on your phone?

All clients have access to unlimited web, email, phone and chat support.

Does TheraNest record sessions?

No. TheraNest does not record or store the audio or video from your Telehealth appointments.

Does TheraNest have Telehealth?

We're excited to announce that Telehealth has officially launched in TheraNest. You can start scheduling secure, HIPAA compliant video conferencing sessions with your clients right from your TheraNest account. Telehealth in TheraNest eliminates the need for multiple tools that don't work together.

Can clients see notes in TheraNest?

NOTE: Only Staff assigned to a client may access Case Notes.

How do I export data from TheraNest?

If you are exporting Client data to close out your TheraNest account, feel free to look into our Archive Plan....Export a Client Payment History.Locate Client and open Client Profile.Click Ledger in side menu and then Payment History tab.Select desired Date Range.Click CSV or PDF button.

What Clearing House does TheraNest use?

Office AllyIf you are using our software, TheraNest (if not, you can sign up for a free 21-day trial here), we support Office Ally, a nationwide clearinghouse.

How much does TheraNest cost?

TheraNest Pricing & Cost $39 per month for up to 30 active clients. $60 per month for up to 50 active clients. $91 per month for up to 80 active clients.

Can you do group therapy on Therapynotes?

Click Scheduling > + New Appointment. From the Appointment Type dropdown select Group Therapy. Add both partners into the Patients field. Fill out the rest of the fields accordingly, then click the Save New Appointment button.

Are psychotherapy notes discoverable?

Psychotherapy notes are primarily for personal use by the treating professional and generally are not disclosed for other purposes. Thus, the Privacy Rule includes an exception to an individual's (or personal representative's) right of access for psychotherapy notes.

Do insurance companies read progress notes?

Progress notes can be released to a third party either without explicit consent from the client or after the client signs a generalized consent form. In fact, many insurance companies may ask to see progress notes to approve services and provide payments.

What's the difference between a psychotherapy note and a progress note?

Unlike psychotherapy notes, progress notes are meant to be shared with other healthcare workers who assist with a patient's treatment plan. Progress notes inform staff about patient care and communicate treatment plans, medical history and other vital information.

Can you use the same email address for multiple client portals?

That will create a duplicate. It is important to note that for privacy reasons, each Client Portal must have a unique email address. You cannot use the same email address for multiple Client Portal invitations.

Can an organization administrator send a client portal invite?

Only Organization Administrators can send Client Portal Invites and Intake forms to Clients. Therapists subscribed to the Client Portal can access completed Intakes, send and receive Secure Messages, allow Self-Scheduling, and receive Client-made payments from the Portal.

Can therapists self schedule appointments?

Once subscribed, Therapists can have Clients Self-Schedule Appointments through their Client Portal. It will be important for each Staff Member using the Client Portal for self-scheduling to set up their own Self-Scheduling settings/availability .

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