TheraNest Upgrade FAQs
Click each question below to see the answers or use the Expand all toggle to expand all questions.
We’re committed to making your upgrade experience as smooth, supported, and valuable as possible. Below you’ll find answers to common questions about upgrading to TheraNest, along with guidance on what to expect and where to get help.
We’re aligning our products so you have access to the most advanced, reliable, and innovative tools available. By focusing ongoing investment and enhancements on TheraNest, we’re able to deliver a stronger long-term experience and more consistent support for your organization — both now and in the future.
Yes. We offer upgrade incentives designed to make your transition easier and more cost effective. Your Upgrade Team will review available options with you and help you understand what applies to your account. Signing up earlier may unlock additional benefits, and we’ll make sure you clearly understand your options so you can make the choice that feels right for you.
We’re proactively reaching out because we want to ensure you’re set up for long term success as we modernize our platforms. While upgrading gives you access to enhanced features, pricing protections, dedicated support, and training resources, our priority is helping you understand your options and feel confident in your next steps. Your Upgrade Team is here to talk through timing, questions, and what works best for your organization.
You won’t be doing this alone. Throughout your upgrade, you’ll have access to:
Our team will help with planning, data migration, and training, so you feel supported and confident moving forward.
Once you’ve selected an Upgrade date, your account will be marked accordingly in our system. This lets our team coordinate the next steps and ensure you receive the right communications and support.
We work hard to keep downtime minimal and plan upgrades around your needs. For manual data transfers handled by the Upgrade Team, downtime is typically about one hour. You’ll be able to select a date and time that works best for your organization, helping minimize any disruption to your day-to-day operations.
Yes. There will be a period of dual access, so you can continue working while transitioning to your new platform. You’ll retain access to your legacy system until billing is resolved, and you’ve had time to export any historical data you’d like to keep. Your Upgrade Team will communicate timing with you and help you plan next steps, so you never feel rushed.
Yes — we want this to work on your timeline. You can use this booking link to select a date and time that fits your schedule. Once scheduled, your Upgrade Project Manager will guide you through the next steps and help you prepare.
Downtime is intentionally kept short, and most customers experience little impact on daily workflows. Your Upgrade Project Manager will share best practices, training resources, and billing guidance to help ensure a smooth transition. If you use Revenue Cycle Management (RCM) services, your RCM Account Manager will also support you during this time.
Customer stories, testimonials, and case studies are available through our Upgrade Hub, where you can hear from organizations that have already made the move and learn from their experiences.
We offer product demos and walkthroughs tailored to your Premier package and feature sets. This is available through your Upgrade Landing Page and the Upgrade Hub
You can begin your journey by scheduling your Go Live date. Once scheduled, your Upgrade Project Manager will reach out within two business days to outline your timeline, key milestones, and recommended training resources. You’ll also have opportunities to attend webinars, ask questions, and get support along the way.
Upgrades are primarily self‑service, with hands‑on guidance from your Upgrade Project Manager. For additional help or questions at any time, you can contact upgrades@ensorahealth.com.
TheraNest offer expanded capabilities, improved workflows, and modern tools designed to support your growth. A detailed comparison of new value‑adds will be shared to help you understand what’s new and how it benefits your organization.
At minimum, client demographics are transferred during your Upgrade. Your Project Manager will walk through exactly what data will be migrated based on your current platform. While only demographic information is directly imported into your TheraNest system, there are multiple methods available to save all your data so you can continue to access it.
Some manual setup is expected due to the nature of Upgrades. Your Project Manager will clearly outline required steps and provide best practices to ensure your new system is fully configured.
The Upgrade Hub will be your one‑stop resource, including:
You’ll transition to TheraNest pricing bundles, and we’re committed to keeping pricing manageable. Any pricing protections or incentives will be reviewed with you as part of your upgrade plan.
TheraNest includes a comprehensive feature set designed to support a wide range of needs. Features are bundled into a single price to give you flexibility as your business evolves.
We’ll always aim to provide plenty of notice and ongoing support. If you have concerns or questions about timing, your Upgrade Team can talk through options and next steps with you.
We’ve created guides that map common legacy workflows to TheraNest. If you need help beyond what’s documented, our Upgrade Team is ready to assist.
Your historical data is still safe and accessible in your legacy system. While only demographic information is directly imported into your new TheraNest system, you won’t lose access to the rest of your records right away. You’ll continue to have access to your legacy platform during the transition period, giving you time to export and save any historical data you’d like to keep. Your Upgrade Project Manager will walk you through your options and help you understand the best ways to retain and access your information, so you can move forward with confidence and without feeling rushed.
Learning time can vary depending on your role and how you use the system, but you don’t need to have everything mastered on day one. TheraNest is designed to be intuitive and user-friendly, and most customers are able to get comfortable with core workflows quickly. You’ll have access to guided training, recorded resources, and ongoing support, and you can learn at a pace that feels right for you. Most importantly, you’re never doing this alone — your Upgrade Team is there to support you whenever questions come up.
Your existing commitment will be honored. We’ll thoughtfully coordinate your upgrade timing with your billing cycle to ensure there’s no disruption or loss of value. Your Upgrade Project Manager will review the details with you, answer any questions, and make sure everything is handled smoothly so you can move forward with confidence.
TheraNest integrates seamlessly with Ensora Payments. This makes it easy for you to save payment methods on file, process transactions in seconds, and stay organized within one system.
Your Upgrade Project Manager will be there to guide you through each phase of the process and verify when everything is complete. They’ll help ensure required steps are finished, answer any questions along the way, and let you know when you’re fully set and ready to move forward. If you’re ever unsure or just want reassurance, your Upgrade Team is always available to check in and provide clarity — so you never have to guess or navigate this on your own.
You’ll be able to start using the new platform once your upgrade is complete and your Go Live date has arrived. Your Upgrade Project Manager will walk you through exactly what to expect, affirm when everything is ready, and make sure you feel comfortable before you begin. We’ll guide you step by step so you know when to transition and can start using the new system with confidence.
We’ll make this easy for you. Your Upgrade Team can provide guidance and ready-to-use materials to help you communicate the upgrade clearly and confidently with your clients. These resources are designed to explain what’s changing, what to expect, and how it benefits them — so you don’t have to create or figure this out on your own. If you’re ever unsure how to position the message, your Upgrade Project Manager is happy to walk through it with you and help you feel confident before sharing anything.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.
OKSorry, our virus scanner detected that this file isn't safe to download.
OK