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TheraNest App

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176 results found

  1. 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 →
  2. 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 →
  3. 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 →
  4. Report on client flags

    Allow me to run a report that will show me how many clients have a certain flag.

    25 votes

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    6 comments  ·  Reporting  ·  Admin →
  5. 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 →
  6. 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 →
  7. 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 →
  8. 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 →
  9. Include policy number on invoice aging report

    Include the policy number on the invoice aging report so I can easily call payers to inquire about the balance without navigating away from the report.

    1 vote

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    0 comments  ·  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. Add appointment staff to No Show Appointments report

    When running the No Show Appointments report, allow me to view the staff member(s) who were listed on the appointment.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
  12. 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 →
  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 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 →
  15. Select all service types when running the detailed attendance report

    When I'm running the Detailed Attendance Report, allow me to select all service types so I don't have to click one individually.

    1 vote

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  16. Create a 'Select All' button for the demographic filters as well as an option to display by Client ID

    Create a 'Select All' button for the demographic filters as well as an option to display by Client ID

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
  17. Add service type to credit card charges report

    When running the credit card charges report, allow me to see what service type that charge was linked to.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
  18. Report on invoice notes

    Allow me to run a report that will display the notes that I've added to invoices (invoice footnotes, line item notes, payment notes).

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
  19. 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 →
  20. 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 →
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