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TheraNest App

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176 results found

  1. Report on missing, expiring, and unsigned treatment plans

    Allow me to run a report that will show all clients that have missing, expiring, and/or unsigned treatment plans.

    285 votes

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    74 comments  ·  Reporting  ·  Admin →
  2. Create custom reports

    Allow me to create a custom report by selecting information/data fields from a list.

    242 votes

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    44 comments  ·  Reporting  ·  Admin →
  3. 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 →
  4. 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 →
  5. Add rendering provider and filter to the Invoice Aging report

    Allow me to view and filter by the rendering provider when running the Invoice Aging report.

    88 votes

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    17 comments  ·  Reporting  ·  Admin →
  6. Add or remove archived clients in reports

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

    67 votes

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    14 comments  ·  Reporting  ·  Admin →
  7. Report on number of clients seen per therapist

    Allow me to run a report that displays the number of clients a therapist has seen over a given time period.

    67 votes

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    2 comments  ·  Reporting  ·  Admin →
  8. Add Client ID to all reports

    Allow me to run reports with just the client ID and not the client's name in cases where I need to download or print the report.

    66 votes

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    22 comments  ·  Reporting  ·  Admin →
  9. Report on therapists' hours

    Allow me to run a report that will display each therapist's billable and non-billable hours for a specific period of time and their pay rate.

    62 votes

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    12 comments  ·  Reporting  ·  Admin →
  10. 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 →
  11. Add staff to Credit Card Charges report

    Add the staff name to the Credit Card Charges report so I can see who took the charge.

    41 votes

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    23 comments  ·  Reporting  ·  Admin →
  12. Payer aging report

    Allow me to run an aging report for payers by client so that I can follow up with payers.

    39 votes

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    5 comments  ·  Reporting  ·  Admin →
  13. 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 →
  14. Report on estimated monthly income

    I'd like to see what my estimated intake would be each month based on the clients I have scheduled in my calendar. This feature would be helpful with budgeting and predicting income streams.

    34 votes

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    1 comment  ·  Reporting  ·  Admin →
  15. Display date rage on reports

    When I run a report and export it, show the date filter I applied at the top of the report so I can clearly understand the data I'm reviewing.

    33 votes

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    12 comments  ·  Reporting  ·  Admin →
  16. Add column for staff to Payments and Payment Methods report

    I run a clinic with several staff members. Would it be possible to implement a feature in the Reports section that breaks down payments and payment methods, not only by client, but by staff member as well? Alternatively, it would help to implement payment methods into the "Daily Billing" report section by staff member. It's very difficult to manage as the system is currently is set up. Thanks!

    30 votes

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    7 comments  ·  Reporting  ·  Admin →
  17. Report on credit card deposits

    Create a report to match up the transactions in the Credit Card Charges report with the actual deposits that show up in our bank accounts.

    Since the deposits and credits appear in lump sums, it's difficult to match up the transactions with the deposits/fee debits.

    27 votes

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    5 comments  ·  Reporting  ·  Admin →
  18. 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 →
  19. Remove client name from billing reports

    When running billing reports, allow me to customize the grid to remove the client's name. I want to print the report without their name or only their ID so their identifying information isn't shown. Sometimes we have to show these reports to people outside of our organization.

    25 votes

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    14 comments  ·  Reporting  ·  Admin →
  20. 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 →
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