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TheraNest App

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176 results found

  1. Quick filters for daily billing report

    Allow me to quickly filter the daily billing report for a specific time frame (e.g., Today, Yesterday, This Week, This Month, etc.) because it would be faster than putting in the dates.

    1 vote

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    1 comment  ·  Reporting  ·  Admin →
  2. Report on clients with risks identified on assessment or progress note

    Allow me to run a report that will display clients who have had one or more risks selected under the "Risk" section of an initial assessment or fields filled out under the "Risk Assessment" of a progress note.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
  3. Show progress note status on detailed attendance report

    When running the Detailed Attendance report, allow me to see if a progress note has been completed/signed for that appointment.

    7 votes

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    4 comments  ·  Reporting  ·  Admin →
  4. Mark payouts as "paid" in the payroll data export

    When running the Payroll Data Export, allow me to mark items as paid out like I can in the Payroll by Rendering Provider report.

    8 votes

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    2 comments  ·  Reporting  ·  Admin →
  5. Staff demographics report

    Allow me to run a report that displays the demographic information for my staff.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
  6. Add payment number to payment methods report

    Allow me to see the payment number when running the payment methods report.

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
  7. Make reports run faster

    Make the reports run faster because sometimes it takes several minutes to pull a report in TheraNest.

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
  8. Report on client goals

    Allow me to run a report that shows all the active goals for every client and the status of each goal. We need to report on this for our CARF accreditation.

    1 vote

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    1 comment  ·  Reporting  ·  Admin →
  9. Add reason to the No Show Appointments report

    When running the No Show Appointments report, allow me to view the reason if one was entered, similar to the Canceled & Rescheduled Appointments report.

    5 votes

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    1 comment  ·  Reporting  ·  Admin →
  10. Show CC fees in payroll report

    Allow me the option to view the credit card fee in the payroll because I pay my staff based on what they took in, which would be the amount minus any credit card fees.

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
  11. Change credit card sum processing time

    Currently, the sum deposited into my account reflects all transactions processed before 4 PM CT. Change it to midnight so that it's easier to reconcile with reports.

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
  12. Always display payout amount when viewing payroll report

    When I run the Payroll Report by Rendering Provider and mark a line as "Paid", there's no way for me to go back and see what the payout amount was unless I unmark the item.

    1 vote

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    1 comment  ·  Reporting  ·  Admin →
  13. Add staff member to grid in write-off report

    When running the write-off report, allow me to view the staff member in the results grid.

    2 votes

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    2 comments  ·  Reporting  ·  Admin →
  14. Add staff filter to detailed attendance report

    When running the Detailed Attendance Report, allow me to filter the report by staff member so I can view one staff member's attendance at a time.

    7 votes

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  15. Export Dynamic Form data to Excel

    Allow me to export completed dynamic form data to excel so we can aggregate certain information for research purposes.

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
  16. Remember report filters

    When I run a report in TheraNest, have TheraNest remember the filters I used so that if I navigate somewhere else and come back I don't have to reapply those filters again.

    20 votes

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    5 comments  ·  Reporting  ·  Admin →
  17. Include payer name on payment report

    Allow me to view the payer name when running the Payment report.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
  18. Add referral source to Session Units report

    When running the Session Units report, allow me to view the referral source of the client(s).

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
  19. Save payroll by rendering provider report to staff documents

    When I run the Payroll report by rendering provider, allow me to save a copy to the staff member's documents without having to save the PDF and upload it.

    2 votes

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    2 comments  ·  Reporting  ·  Admin →
  20. Report on billing transactions per client

    Allow me to run a report that will display all the billing transactions per client.

    8 votes

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    2 comments  ·  Reporting  ·  Admin →
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