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Established Clients

Here you will find all questions related to your established clients. Have a question you don't see on our list, be sure you check all our FAQ pages for the answer. Still don't see it? Drop it into the form below and we will be sure to add it. 

What to do if Theranest isn’t working?

This is your Services Page. It's a great opportunity to provide information about the services you provide. Double click on the text box to start editing your content and make sure to add all the relevant details you want to share with site visitors.


How do I send client documents through Theranest?

Head to 'Client Details', select the 'General Documents' tab and scroll until you see the button 'Share New Form(s)'. From there you will see a list of forms of which are available to share with your client. 

Click Here to watch a step by step tutorial


I need help with my notes.

Please reach out to Elissa or Amy if you have any questions about your progress notes. Please keep in mind that they both see their own clients and are making sure business runs smoothly so give them a little extra time to reply. If it has been more than 72 hours, please follow up!


My client no-showed but I DO NOT want to charge them.

If you do not want to charge your client for a no show, you will simply leave the appointment as canceled and send the client a no-show fee waiver form.

Click Here to refer to this video if you need a refresher.


I want to charge my client a no-show.

You will mark the appointment as a no-show and it will be billed as such. Please note that if you mark a no-show appointment as a no-show and you didn’t mean to, the client will be charged. If this is the case, they can be refunded, but it is best to avoid this!


How much do I get compensated for a no-show?

If you decide to charge your client, you will receive 80% of your hourly rate.


Why was my appointment canceled by the admin?

This can mean a few things. Most commonly, the billing department will cancel appointments if there is a large unpaid insurance or client balance or if the clients insurance coverage has lapsed. Hannah will typically email the therapist and client if this is the case. Other cancellations will come from Kayleigh who receives cancellations calls/emails and she will usually note this in the comment box. If an appointment is canceled by Kayleigh, please reach out to your client to reschedule.


The appointment was canceled but I forgot to change the status but it’s already been billed for.

If this ever happens to you, please alert Hannah or Elissa ASAP so we can either stop the claim from submitting or revoke the claim from insurance. This will allow us to cover our bases with insurance and ensure we can change the status. Regardless of the fixes we can make, please make sure you are on top of your cancellations.


How do I put in an appointment?


No Show

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