Skip to main content
Theranest

Implementation Toolkit

  • August 13, 2025
  • 0 replies
  • 1540 views
Ensora Education Team
Forum|alt.badge.img

We offer various ways to learn our software and get guidance or answers quickly.

Jump to Section:

 

Included with your subscription you can access

Our team is dedicated to helping and supporting you so you can make the most out of your subscription. Don’t hesitate to reach out to and chat with a Care Specialist if you need help or have questions about the above services.

 

Data Migration Services

Included in our Annual Plan. Our implementation team will work with you to download your client’s contact information from your existing system, format the data, and load the contact information into the system. Our team will then put you on the right path to learn the tools and workflow processes to achieve clinical and financial success in your practice. Click the links below for additional information:

[Back to Top]

 

Guided Implementation: Quickstart+ (Additional Fees Required)

Quickstart+ is a guided implementation option designed to help new users get set up smoothly and confidently. This approach provides hands-on support, structured guidance, and ongoing check-ins to help your team move from setup to daily use with less stress.

With Quickstart+, you’re not figuring things out alone. A dedicated implementation experience helps ensure key steps—like data setup, training, and workflows—are handled thoughtfully and in the right order.

 

What’s 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.
  • Access to the Ensora Training Hub & Resource Center
    On-demand learning materials to support different roles on your team.
  • Group Q&A Sessions
    Live sessions where you can ask questions and learn from common scenarios.
  • 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 teams 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

 

Paid 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.

Topics Covered Learning Targets
  • Complete Organization Settings
  • Service Types
  • Locations and Rooms
  • Client Flags
  • Add Staff
  • Staff Permissions

After this training, you will:

  1. Understand the meaning behind helpful icons such as the "?" and CMS bubble
  2. Acquire the skills/knowledge to Add both CPT and Non-CPT Service Types
  3. Acquire skills/knowledge to Add Locations and Rooms to their organization.
  4. Understand the purpose of Client Flags and how to create them.
  5. Add a staff member to your organization.
  6. Set staff permissions and learn the differences between the different permission settings.

 

 

 

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 Apex as your Clearinghouse.

Topics Covered Learning Targets
  • Organization Setup
  • Staff Setup
  • Client Setup
  • Payer Setup

After this training, you will:

  1. Complete Organization Settings properly for Insurance Billing.

  2. Acquire the skills/knowledge to set up staff profiles properly for insurance billing.

  3. Acquire skills/knowledge to set up the Client's profile to properly bill insurance.

  4. Acquire the skills and knowledge to add insurance to a Client's profile.

  5. Acquire the skills and knowledge to add a payer to your system with the appropriate payer ID.

 

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: 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. 

Topics Covered Learning Targets
  • Claims Process Overview
  • Invoicing
  • Claims Submission
  • Resubmissions
  • Apply payments

After this training, you will:

  1. Gain an understanding of the Claims Process in the system.

  2. Create invoices for appointments.

  3. Submit a claim to insurance.

  4. Acquire the skills and knowledge to resubmit a rejected or denied claim.

  5. Acquire the skills and knowledge to apply both insurance and client payments to an invoice.

  6. Acquire the skills and knowledge to add any adjustments or write-offs to an invoice.

  7. Acquire the skills and knowledge to process ERAs (if applicable)

 

Package 4: Client Portal

This one-hour training session with our Implementation team will cover setting up and utilizing the client portal.

Topics Covered Learning Targets
  • Client Portal Setup
  • Invitations
  • Self-Scheduling
  • Secure Messaging
  • Client View of Portal
  • Intake Forms

After this training, you will:

  1. Understand and setup their Client Portal subscription

  2. Acquire the skills and knowledge to invite clients to the Client Portal.

  3. Acquire the skills and knowledge to set up Client Self Scheduling

  4. Acquire the skills and knowledge to secure message Clients using the Client Portal.

  5. Acquire the skills and knowledge to apply both insurance and client payments to an invoice.

  6. Gain an understanding of the Client's view of their Client Portal and how to support clients when they are using the portal.

  7. Acquire the skills and knowledge to send and review intake forms.

 

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.

Topics Covered Learning Targets
  • Appointment Creation
  • Initial Assessment
  • Treatment Plans
  • Progress Notes
  • Non-Client Events
  • Schedule Configuration

After this training, you will:

  1. Configure their Calendar and settings to mirror their availability during the workday.

  2. Schedule both Client and Non-Client appointments

  3. Acquire the skills and knowledge to create an Initial Assessment,

  4. Acquire the skills and knowledge to create a Treatment Plan.

  5. Acquire the skills and knowledge to create a Progress Note.

 

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.

Topics Covered Learning Targets
  • Dynamic Elements
  • Organization vs Client vs Case Form
  • Intake Forms
  • Form Creation

After this training, you will:

  1. Understand the differences between an Organizational Form, Client Form, and Case form and how they behave in the system.

  2. Understand the best practices with editing previously used and created forms.

  3. Understand the dynamic elements and where they pull from in the system.

  4. Acquire the skills and knowledge to create their own Dynamic Forms

 

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.

Topics Covered Learning Targets
  • Clinical Documents
  • General Documents
  • Overview of Client vs Case Form
  • Intake forms and sharing from General vs Clinical documents

After this training, you will:

  1. Understand the difference between Clinical and General Documents.

  2. Acquire the skills and knowledge to upload Clinical documents into their Clients' profiles.

  3. Acquire the skills and knowledge to upload General Documents to their Clients' profiles.

 

[Back to Top]

This topic has been closed for replies.

Community Spotlight

Heart of Care: Patient Engagement

This month, we’re shining a spotlight on the heart of everything you do: engaging patients and families with compassion, clarity, and trust.

Engage Now!

Webinar Spotlight

Register now to start your journey.

Join our expert-led sessions to boost your software skills, and don’t miss the Live Q&A in every session!

  • 101 & 201 Webinars –
    Build your foundation and go deeper
  • Quick Tips –
    Fast, focused, and practical
  • Billing Basics –
    Master your billing process
Register Now!

Training Spotlight

Take advantage of all the Ensora product training courses!

Take control of your practice! We have the right courses for you to fully realize the potential of your Ensora product and become an expert.

Enroll Now!
Terms & ConditionsCookie settingsAccessibility statement
                             
Experience Hub Home               Training Hub Home               Community Hub Home

Terms of Service

Copyright 2025 © Ensora Health. All rights reserved.