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TheraNest Support Center

Frequently asked questions and support documentation for TheraNest

http://support.theranest.com/

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TheraNest Support Center | support.theranest.com Reviews

https://support.theranest.com

Frequently asked questions and support documentation for TheraNest

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1

Setting Up Credit Card Processing - TheraNest Support Center

http://support.theranest.com/article/95-setting-up-credit-card-processing

Setting Up Credit Card Processing. There is no monthly or gateway fee only a processing fee of 2.72% $0.32 per successful charge. 1 You can setup your account to process clients credit and debit cards by clicking Organization Settings. 2 Click the Accept Credit Card Payments. 3 Enter your business or individual banking information that you would like your accounts credit card funds to be deposited into. Once all the information has been entered click Updated Account. Last updated on October 28, 2016.

2

Demographic Reports - TheraNest Support Center

http://support.theranest.com/category/28-category

Case and Notes Reports. TheraNest 2017. Powered by Help Scout.

3

Completing and Submitting Intake Forms - TheraNest Support Center

http://support.theranest.com/article/74-completing-and-submitting-intake-forms

Completing and Submitting Intake Forms. When you login to your new TheraBook account you will receive a notification asking to complete the Intake Forms. If the you click Never show this again. To get rid of the notification, you can always find the link to the Intake Forms. The application will walk you through completing the forms. After you have read the form or completed all sections click the Next. Button to advance to the next page. At the top of the Intake Form you can track your progress.

4

Appointments Report - TheraNest Support Center

http://support.theranest.com/category/24-category

Canceled and Rescheduled Appointments Report. Attendance by Service Type Report. No Show Appointments Report. Case and Notes Reports. TheraNest 2017. Powered by Help Scout.

5

Accepting Credit Card Payments - TheraNest Support Center

http://support.theranest.com/article/185-accepting-credit-card-payments

Accepting Credit Card Payments. Note: First set up your account to process credit cards. 1a) To accept a payment from a client from their ledger using a credit card, click. Save and Accept Payment. While creating an invoice (after clicking New Invoice). Column for an previously created invoice that's listed under Open Invoices. 2) On the Payment Info. An entire list of open invoices will appear along with their invoice numbers. Enter. The amount of the payment in the Total Amount. To enter the card number.

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