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TheraNest App

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  1. Report on missing, expiring, and unsigned treatment plans

    Allow me to run a report that will show all clients that have missing, expiring, and/or unsigned treatment plans.

    186 votes

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    46 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  2. Create custom reports

    Allow me to create a custom report by selecting information/data fields from a list.

    163 votes

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    33 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  3. Report on number of sessions

    Allow me to run a report to see how many sessions our organization has had, and how many each therapist has had during a specific time period.

    106 votes

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    24 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  4. Measure treatment success rate and track outcomes in a report

    I'd like to have a treatment summary after treatment ends. I need a way to see the success or failure of client treatment, including outcomes based on specific diagnoses and treatment protocols (i.e. service types/CPT codes).

    74 votes

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    17 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  5. Add staff filter to Invoice Aging report

    Add a staff filter to the Invoice Aging report so that I can sort by therapist or run the report for a specific therapist.

    58 votes

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    12 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  6. Report on un-invoiced appointments

    Allow me to run a report that shows all appointments that haven't been invoiced. Right now I can only do this for each client individually, which is tedious.

    49 votes

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    4 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  7. Report on therapists' hours

    Allow me to run a report that will display each therapist's billable and non-billable hours for a specific period of time and their pay rate.

    42 votes

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    9 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  8. Add Client ID to all reports

    The inclusion of Client ID# in addition to the client name would allow for reports to be examined by client, without having to rely on client name. Thanks.

    41 votes

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    11 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  9. Include archived clients in reports

    When running certain reports, allow me to include archived clients in the report.

    40 votes

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    9 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  10. Report on number of clients seen per therapist

    Allow me to run a report that displays the number of clients a therapist has seen over a given time period.

    40 votes

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    1 comment  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  11. Include total amount for processing fees in Credit Card Charges report

    For tax purposes It would be nice to have a total for the amount of fees charged. This way at the end of the year, the total amount is there and we don't have to go back and manually calculate each fee. Just out a total credit card processing fee amount right next to the total amount of charges.

    33 votes

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    4 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  12. Payroll reports by billed sessions (not by payout)

    We pay our clinicians weekly based upon designated percentages of each insurer's contracted rate for each session kept. This means that we are routinely paying out wages for sessions that have not yet been paid by the insurance company. The current payroll report does us no good because it only reports based upon moneys that have been paid. Nevertheless, we can observed that the system would be highly functional for our payroll process if this one issue could be addressed. The organization of the report is excellent! We would be so grateful if we could run that caliber of payroll…

    28 votes

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    5 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  13. Payer aging report

    Allow me to run an aging report for payers by client so that I can follow up with payers.

    28 votes

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    1 comment  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  14. Payroll Report by Appointment Staff

    Have the option to run the Payroll Report by Appointment Staff

    27 votes

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    6 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  15. Report on estimated monthly income

    I'd like to see what my estimated intake would be each month based on the clients I have scheduled in my calendar. This feature would be helpful with budgeting and predicting income streams.

    26 votes

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    1 comment  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add column for staff to Payments and Payment Methods report

    I run a clinic with several staff members. Would it be possible to implement a feature in the Reports section that breaks down payments and payment methods, not only by client, but by staff member as well? Alternatively, it would help to implement payment methods into the "Daily Billing" report section by staff member. It's very difficult to manage as the system is currently is set up. Thanks!

    25 votes

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    5 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  17. Ability to filter Credit Card Charges report by Staff

    It would be very helpful to be able to create a "credit card charges" report that can be sorted by staff member. Please!!!!!

    24 votes

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    10 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  18. Display date rage on reports

    When I run a report and export it, show the date filter I applied at the top of the report so I can clearly understand the data I'm reviewing.

    22 votes

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    9 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  19. Create new report for declined credit card charges

    It would be nice to be able to have all declined credit card charges available in one list to ensure all charges have been resubmitted with out having to go through each client to check.

    16 votes

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    1 comment  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
  20. Include appointment time in Payroll Report

    When running the Payroll Report, include the appointment time and session length.

    15 votes

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    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
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