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TheraNest App

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176 results found

  1. Add payment date to Staff Billing report

    Add the payment date to the Staff billing report.

    6 votes

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    0 comments  ·  Reporting  ·  Admin →
  2. Staff Billing Reports - need to reflect accurately

    When I filter by service date, for example to get an accurate account of how much money I made in one week, it's impossible to get an accurate picture, because with however you've formatted the technology, it pulls in anything I've posted during that time. So, if I've posted that I received a payment for a July 23 service date on August 17 when I search the week of August 17, it pulls in that information. But I don't want to see anything related to July 23. I should only be seeing the money I made during the week of…

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
  3. Add appointment notes to Detailed Attendance report

    Include any appointment notes on the Detailed Attendance report.

    10 votes

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    0 comments  ·  Reporting  ·  Admin →
  4. 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.

    138 votes

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    27 comments  ·  Reporting  ·  Admin →
  5. 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).

    92 votes

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    22 comments  ·  Reporting  ·  Admin →
  6. Display service type description in Payroll by Rendering Provider report

    When running the Payroll report, allow me to view the description of the service type.

    4 votes

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    2 comments  ·  Reporting  ·  Admin →
  7. Report on staff caseloads

    Allow me to run a report to view all active clients assigned to a staff member.

    9 votes

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    3 comments  ·  Reporting  ·  Admin →
  8. Add insurance payer to Payment Methods report

    Add insurance payer to the Payment Methods report so we can create a summary of total payments received from each individual insurance company not just a total of insurance payments received.

    18 votes

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    3 comments  ·  Reporting  ·  Admin →
  9. Display column header on each page of printed PDF reports

    When the Invoice Aging report is printed, the column headings are only on the first page. It would be very helpful to have the column headings printed on each page.

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
  10. Customize detailed client report

    Allow ability to customize, add/take away columns in the detailed client report.

    7 votes

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    2 comments  ·  Reporting  ·  Admin →
  11. Add place of service to detailed attendance report

    Include the place of service when running the detailed attendance report.

    13 votes

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    4 comments  ·  Reporting  ·  Admin →
  12. Add location filter to the Write-off report

    Allow me to filter by location when running the Write-off report.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
  13. 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…

    45 votes

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    9 comments  ·  Reporting  ·  Admin →
  14. Add or remove archived clients in reports

    When running certain reports, allow me the option to include or not include archived clients.

    68 votes

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    14 comments  ·  Reporting  ·  Admin →
  15. Add appointment status to the session units report

    When running the Session Units report, allow me to view the appointment status.

    4 votes

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    1 comment  ·  Reporting  ·  Admin →
  16. Add ability to show/hide archived service types in reports

    Allow me the option to include archived service types when running reports. When the active and archived service types are displayed, the list gets long and difficult to sort through.

    7 votes

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    3 comments  ·  Reporting  ·  Admin →
  17. Create report that shows credit card expirations

    It would be really helpful to have a report that can be pulled showing cards that are expired or reaching expiration date so we know to contact the patient for new CC and can remove the old one.

    23 votes

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    3 comments  ·  Reporting  ·  Admin →
  18. Display client's first name and last name in separate columns on reports

    Have the client's first name and last name appear in separate columns in reports. I export to Excel and having it in separate columns saves me a step of parsing that data.

    7 votes

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    3 comments  ·  Reporting  ·  Admin →
  19. Payroll Report that is visible only to individual staff

    I would like to allow my staff members to see their payroll information in the Payroll report, but block them from seeing other staff members' payroll information.

    6 votes

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    0 comments  ·  Reporting  ·  Admin →
  20. Report on telehealth sessions

    Allow me to run a report that will show each telehealth session, the participants, when everyone joined, and when the sessions started and ended.

    7 votes

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    5 comments  ·  Reporting  ·  Admin →
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