We offer multiple ways to learn our software and get guidance or answers quickly.
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Resources Included With Your Subscription
Your subscription includes a variety of resources to support your setup and ongoing use of the system. Explore the options below to find the tools and guidance that best fit your needs.
On-Demand Learning
- Quick Start Guide: Basic Setup: Begin with this guide for essential information, step-by-step instructions, and videos to help you get started.
- Product Orientation Webinars: Recorded webinars offered on demand
- Training Hub: Enroll in training courses, learning paths, obtain certifications, or register for webinars.
- Knowledge Hub: Browse an extensive directory of articles, videos, and tutorials to learn how to use the system and its features.
Community & Support Platforms
- Ask a Product Expert: Live Q&A/Ask Me Anything Session: Join us for a live Q&A session with our product experts to address setup & configuration of account and general how-to questions.
- Join the Community Hub: Get peer-to-peer support, ask questions and engage in new content.
- Experience Hub: View the latest product release notes, check the status of the system, and more.
Live Support
- Phone Support
- One-Time Onboarding Call (25 minutes): Schedule a one-time onboarding call with a product expert to review your setup, ask questions, and make sure you’re getting started on the right foot.
Data Migration Services
Our implementation team will help you download your client contact data from your existing system, format it, and load it into the system. Our team will then guide you on recommended workflows. Click here to schedule a call with our Implementation Team.
Transition from Another EHR
If you are moving from another EHR, here is what to expect during your transition.
We offer several options to help you import the following information into your new account:
- Client lists with demographic information
- Staff lists with demographic information
Some data cannot be migrated due to structural differences between EHR systems. For this reason, we recommend securely storing records outside of the system for long‑term access. The following information cannot be imported by the team:
- Billing data
- Clinical notes
The video below shows how to upload these documents to the system for future reference.
Your Import Options
1. Schedule a Data Migration Call
Client imports are free for all annual plan customers. Click here to schedule. During this guided session, we will:
- Walk through how to import your client file
- Review concierge import options
- Provide recommendations based on your setup
2. Self‑Import Your Client File
Monthly plan customers may self‑import at no cost. You can upload your own data anytime using the instructions here: Import Clients
3. Purchase a Quickstart+ Implementation Package
See section below for details.
Quickstart+ Implementation Package
For a more hands-on experience, you can purchase the Quickstart+ package for an additional fee. This guided implementation option helps new users get set up with structured support, practical guidance, and scheduled check-ins. It ensures key steps such as data setup, training, and workflow configuration are completed in a clear, organized sequence to support a smooth transition from initial setup to daily use.
Support and Resources Included in Quickstart+
When you choose Quickstart+, you receive additional support and resources, including:
- Kickoff Call: Start with a guided conversation to review goals, timelines, and next steps.
- Client & Staff Import Assistance: Help with bringing your existing data into the system accurately
- Weekly Status Updates & Check-In Emails: Ongoing communication to keep implementation moving forward
- Customized Onboarding Orchestration Plan: A tailored plan that aligns setup tasks with your organization’s needs
- Enrollment Assistance for Ensora Clearinghouse: Guidance to help you complete clearinghouse enrollment efficiently
- Three Private Training Sessions with a Product Specialist: Focused, one-on-one training to support your workflows and use cases
Who Quickstart+ Is For
Quickstart+ is a good fit for organizations that want:
- Extra guidance during early setup
- A clear, organized onboarding path
- Live training and direct access to implementation support
- Help coordinating multiple setup steps at once
This guided implementation option is built to help your organization get up and running faster, with confidence and clarity at every step.
If you want more information, or would like to purchase Quickstart+, email our professional services team at: theranest.professionalservices@ensorahealth.com
Implementation Training Packages
We offer several paid packages, which include one-on-one training with our Implementation team to help you become a successful user. Any package can be expanded to a two-session engagement, which includes reviewing your set-up, troubleshooting, and addressing any errors. Please reach out to our Support team to request specific information about these services.
Package 1: Organization Setup
This one-hour training session with our Implementation team will cover setting up your application, customizing your organization, and adding staff.
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Package 2: Insurance Billing Setup
This one-hour training session with our Implementation team will cover setting up your application to properly bill insurance and enrolling with Ensora Clearinghouse.
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Package 3: Insurance Billing Workflow
This one-hour training session with our Implementation team will cover an overview of the claims process, creating an invoice, submitting a claim, and reconciling the ledger.
NOTE: You must be enrolled in Ensora Clearinghouse, and the system must be set up for insurance before engaging in this service. See Prepare for Ensora Clearinghouse Enrollment for more information. This training session is a systems-based training. Advice on billing scenarios will not be provided.
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Package 4: Client Portal
This one-hour training session with our Implementation team will cover setting up and utilizing the client portal.
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Package 5: A Day in the Life of a Therapist
This one-hour training session with our Implementation team will cover the daily tasks that a therapist must complete in the system to ensure proper workflow for billing and documentation.
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Package 6: Dynamic Forms
This one-hour training session with our Implementation team will cover an overview of our Dynamic Forms feature and assistance in creating your own Dynamic Form.
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Package 7: Assisted Clinical Documentation Upload
This one-hour training session with our Implementation team will cover how to upload clinical and general documents to your Clients' profiles.
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