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TheraNest App

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176 results found

  1. View payer fee schedules in billing reports

    Add the Payer Fee Schedule from the insurer section to Billing Reports in TheraNest.

    0 votes

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    0 comments  ·  Reporting  ·  Admin →
  2. Filter Progress Note Signature Report by documents with no signatures

    Allow me to filter the Progress Note Signature report to only display progress notes that don't have any signatures attached, so I can more easily filter the documents that haven't been signed by the case worker and provider.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
  3. Report on attendance by service type

    Allow me to run a report that will display client attendance according to service types.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
  4. Add duration from progress note to the Detailed Attendance Report

    Show the duration that was entered in the progress note on the detailed attendance report. Sometimes the therapist may run over the appointment time and the progress note is a more accurate reflection of the length of the appointment.

    1 vote

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    2 comments  ·  Reporting  ·  Admin →
  5. Display duration in hours on Detailed Attendance Report

    Display the duration of the appointment in hours on the Detailed Attendance Report rather than minutes.

    1 vote

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  6. Display invoice number on the credit card charges report

    If a credit card payment was applied to an invoice, show the invoice number on the credit card charges report.

    1 vote

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    1 comment  ·  Reporting  ·  Admin →
  7. Add disbursement date to credit card payments in Payroll by Rendering Provider report

    Add a column for the disbursement date to the Payroll by Rending Provider report for credit card payments processed in TheraNest to assist with payroll and tracking.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
  8. 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 →
  9. Add CC fees to the Daily Billing report

    Show the credit card fees in the Daily Billing report.

    15 votes

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    3 comments  ·  Reporting  ·  Admin →
  10. Add billing information to the Detailed Attendance report

    Allow me to view some billing information, (e.g., the amount that was billed, amount paid, etc.) when running the detailed attendance report.

    3 votes

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    1 comment  ·  Reporting  ·  Admin →
  11. Allow only admins to view Retention Rate report

    Allow only staff members with admin permissions the ability to view the Retention Rate report. We don't want all staff members to view the performance of other staff members.

    3 votes

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    0 comments  ·  Reporting  ·  Admin →
  12. Report on demographics of clients served within a time period

    Our organization receives grants and we have to provide detailed demographic reporting for the clients that we've serviced during a given time period (e.g., % of clients served within a specific city, % of clients that were low-income, etc.). Allow me to run one report for this in TheraNest because right now I have to run several reports.

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
  13. Customize grid in payroll report

    When running either of the payroll reports in TheraNest, allow me to customize the grid so I can remove certain columns.

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
  14. Report on claim processing fees

    Allow me to run a report that will show me how much I've paid in claim processing fees for a given time period. I need to report on this for tax purposes.

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
  15. Ignore date range when running the closed cases report

    Allow me to run a report that displays the closing disposition for all my closed cases. Right now I have to enter a date range and I want to see all cases without having to remember the date I need to enter.

    2 votes

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    3 comments  ·  Reporting  ·  Admin →
  16. 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 →
  17. 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 →
  18. 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 →
  19. 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 →
  20. 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 →
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