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TheraNest App

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176 results found

  1. Report on service type usage

    Allow me to run a report to show how often a service type is used and the date it was last used.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
  2. Display clients as Last Name, First Name in reports

    When viewing a report in TheraNefst, have the clients be listed as (Last Name), (First Name) rather than (First Name) (Last Name) so when I'm sorting or exporting the report it's easier to find the client I'm looking for.

    1 vote

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    2 comments  ·  Reporting  ·  Admin →
  3. Add date range to demographic snapshot report

    Allow me to run the Demographic Snapshot report for a date range.

    3 votes

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    0 comments  ·  Reporting  ·  Admin →
  4. Report on missing group notes

    Allow me to run a report that will show any missing group notes, similarly to how I can run a report to show any missing progress notes.

    9 votes

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    3 comments  ·  Reporting  ·  Admin →
  5. Add service type to the session units report

    Allow me to view the service types that were listed on the appointment when running the Session Units report.

    1 vote

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    1 comment  ·  Reporting  ·  Admin →
  6. Add staff to Credit Card Charges report

    Add the staff name to the Credit Card Charges report so I can see who took the charge.

    41 votes

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    23 comments  ·  Reporting  ·  Admin →
  7. Remove client name from billing reports

    When running billing reports, allow me to customize the grid to remove the client's name. I want to print the report without their name or only their ID so their identifying information isn't shown. Sometimes we have to show these reports to people outside of our organization.

    25 votes

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    14 comments  ·  Reporting  ·  Admin →
  8. Include claim number in billing reports

    Allow me to view the claim number when running billing reports.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
  9. Adjust column widths in reports

    When running reports in TheraNest, allow me to adjust the column widths.

    1 vote

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    1 comment  ·  Reporting  ·  Admin →
  10. Report on intake form status for clients

    Allow me to run a report that will show all the intake documents that were sent to clients and the status of each document.

    18 votes

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    7 comments  ·  Reporting  ·  Admin →
  11. Report on client portal users

    Allow me to run a report that will show all the clients and contacts that have access to the client portal, any pending invitations, and the number of incomplete forms.

    1 vote

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    1 comment  ·  Reporting  ·  Admin →
  12. Automatically run reports

    Allow me to schedule reports to run automatically at a certain time every month.

    6 votes

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    2 comments  ·  Reporting  ·  Admin →
  13. Copy from last session based on date of service

    When I add a progress note from the missing progress notes report and copy it from the last session, have it copy from the last session based on the date of service rather than the last completed note.

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
  14. Add payers to the detailed attendance report

    When running the detailed attendance report, allow me to include the client's primary, secondary, and tertiary payers.

    17 votes

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    8 comments  ·  Reporting  ·  Admin →
  15. Report on un-collected co-pays

    Allow me to run a report that shows any co-pays that haven't been collected.

    3 votes

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    1 comment  ·  Reporting  ·  Admin →
  16. Report on completion time for clinical documentation

    Allow me to report on how long it takes our therapists to complete progress notes, treatment plans, and initial assessments. For example, our therapists need to complete progress notes within 24 hours of the appointment and certain assessments within a certain number of days.

    4 votes

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    1 comment  ·  Reporting  ·  Admin →
  17. Add payer to detailed client report

    Add the client's payers to the Detailed Client report so I can break our clients down by insurance categories. The Export report has information that I don't need and I want to run the report within TheraNest.

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
  18. Show client flags in detailed attendance report

    Allow me to see the client flags when running the detailed attendance report.

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
  19. Report on client appointments where times overlap

    Allow me to run a report that will show any appointments a client has that overlap. For example, a client may have back-to-back appointments with different providers and we need to ensure these appointments don't overlap due to payer restrictions.

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
  20. Separate date and time data in reports

    For most reports that include a date and time, these are reported together in the same column. Have them be separate columns so the data is easier to work with if I export it to Excel.

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
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