Specifically, in order to do payroll accurately, I need to be able to combine the Detailed Attendance Report with the Payment Method report.

I also need to be able to sort credit card transactions by clinician.

My country requires that we provide breakdowns of clients seen based on age, sex, diagnosis and location (town/district they live in). The age and sex reports are already there and are very useful, but it would be helpful if we could run additional reports for diagnosis and address.

My country requires that we provide breakdowns of clients seen based on age, sex, diagnosis and location (town/district they live in). The age and sex reports are already there and are very useful, but it would be helpful if we could run additional reports for diagnosis and address.

Our accounting department would love this as the revenue needs to be allocated to various program locations. Being able to add the Location to the Credit Card Charges report would be great. Along with other forms of customization.

It would be helpful to have more customization over the Payroll Report. Specifically, if there was an option to include Unapplied Payments in the Payroll Report. And, possibly the option to calculate payout based on number of services, vs payments.

It would also be great to build a report, save it and then just rerun it with new dates vs having to keep rebuilding the same one over and over

Add current copay and balance due in export data spreadsheet

As a nonprofit responsible for submitting grant reports, it would be great if you could generate reports on other data points besides just demographics. Some other points to report on include clients by assigned diagnosis, substance use disorders, and address (to identify county they reside in).

this will reduce double entry. we have to put some data on excel due this lack of feature.

Please!

Moreover, a report that allows to access raw data (EX, raw count of 90837 in the month for a specific clinician).

Expand report options to be able to pull individual client superbills & other client repots over selected periods of time. When clients ask for repeat or customized documentation, it's cumbersome to have to do everything by individual invoices.

Be able to add more filters under the report section: i.e. process notes; missed appts per client; sort by insurance carrier, etc. endless options just based on all fields being documented similar to advancedMD, therapyNotes, etc.

Or alternatively, you could just add "apply & Save Filters" like on the calendar to all pages in Theranest (clients page, all reports in reports section)

Would be great to have a report section with saved customized reports For example,
- Detailed Attendance (last 90 days, attendance status: kept, Billing Status: not billed only, show all, sorted by date/time, sorted by Staff Member.
- Invoice Aging (31 to greater than 120 days)
- Staff Billing (current month or last month)
- Payment Methods (last 365 days, credit/debit card

Yes! I have long wished for the ability to generate a simple list showing client name, date of birth, insurance plan, and insurance ID so that I have all of his handy during telephone calls with health insurance staff when resolving unpaid claims. I also wish that I could add the "Notes" field to reports so that I can differentiate the reasons for a Write-Off.

I hope that this will also include the option to choose to include the data from archived clients in reports (like detailed attendance) so we can see how many sessions we gave to all clients, not just the ones still in care.

As the Financial Administrator of the practice I would find it immensely helpful to be able to create custom reports.
One of the challenges of our counselors is having the time to do the business reports for the clients. Their need is to concentrate all of their time to counseling.
If I could generate custom reports for staff billing this would free up more time for the counselors to counsel.
An example of a Staff Billing report would be
Client, Service, Referral, Type of Payment, Payment Amount, Payment Note.

Thank you for your consideration of this.

I sometimes need to create a report that includes name, session dates, payments, and balances for all patients belonging to one therapist. Also, I would like the option to select certain criteria to generate a repot.
So far I have not been able to do that and it is very frustrating.

We need a robust report writer program to allow the creation of various reports based on user-defined criteria.