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TheraNest App

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176 results found

  1. Add staff permission for viewing and editing payroll reports

    Make a separate staff permission for viewing and editing the payroll report because I don't want certain people seeing what has already been paid out.

    9 votes

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    3 comments  ·  Reporting  ·  Admin →
  2. 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 →
  3. Create new report for declined credit card charges

    It would be nice to be able to have all declined credit card charges available in one list to ensure all charges have been resubmitted with out having to go through each client to check.

    25 votes

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    1 comment  ·  Reporting  ·  Admin →
  4. 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 →
  5. 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 →
  6. 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 →
  7. Include diagnosis codes in reports

    When running reports in TheraNest, allow me to include the client's diagnosis code(s).

    34 votes

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    13 comments  ·  Reporting  ·  Admin →
  8. 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 →
  9. 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 →
  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 staff member who made status change to the No Show Appointments report

    When running the No Show Appointments report, allow me to view the staff member who changed the status of the appointment, similar to how it's displayed in the Canceled & Rescheduled Appointments report.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
  12. 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 →
  13. 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 →
  14. 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 →
  15. 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 →
  16. 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 →
  17. Add write off amount to the staff billing report

    Display any write-off amounts when running the Staff Billing report.

    8 votes

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    0 comments  ·  Reporting  ·  Admin →
  18. 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 →
  19. 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 →
  20. 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 →
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