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TheraNest App

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176 results found

  1. 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 →
  2. 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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    1 comment  ·  Reporting  ·  Admin →
  3. 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 →
  4. Add email address to clients intake report

    When running the Clients Intake report, allow me to include the client's email address.

    1 vote

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    1 comment  ·  Reporting  ·  Admin →
  5. Report on group appointments as one unit

    Allow me to run a report that will show whether the group appointment as a whole was kept. The attendance report breaks it down by client/attendee, but we pay our therapists by the hour worked not by the number of clients seen.

    1 vote

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    1 comment  ·  Reporting  ·  Admin →
  6. Report on fields from intake fields

    Allow me to run a report that will display clients' responses to certain fields on my intake forms. For example, I may add additional demographic fields to an intake form and I'd like to run a report based on those fields.

    1 vote

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    1 comment  ·  Reporting  ·  Admin →
  7. Add invoice number to submitted claims report

    When running the Submitted Claims report, allow me to include the invoice number.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
  8. Add invoice number to payroll by rendering provider report

    When running the payroll report, allow me to include the invoice number.

    1 vote

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    1 comment  ·  Reporting  ·  Admin →
  9. Include email address in Demographic Analytics report

    Allow me the option to include the client's email address when running the Demographic Analytics report. I like to email clients within a given intake time frame and right now I have to pull that information from multiple places in TheraNest.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
  10. Missing Appointments Report

    We need the ability to be able to run a report of all progress notes that have been input to Theranest that do not have an appointment associated with them. Basically, a Missing Appointments report (the opposite of the Missing Notes report.)

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
  11. Add Preset Date Filters to Reports

    On the detailed attendance report, can you add the following to the date range drop downs?

    This Week
    Last Week
    This Month
    Last Month
    This Year
    Last Year
    These are easy ways to look at period of time without having to type in the dates.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
  12. Add Client 'Bill To' information to Export

    This would be to perform a quarterly internal audit to ensure that we have a parent/guardian for [active and archived] clients under the age of 18 for billing purposes.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
  13. Don't include DOS of initial assessment in missing progress notes report

    When running the missing progress notes report, don't include dates of service where an initial assessment was completed. Our initial assessment acts as the note for that day and a progress note isn't necessary.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
  14. Add Date last seen to open case report

    You should add the date last seen to the open cast report, so that we could quickly see if there are any case that need to be close or archived.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
  15. 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 →
  16. 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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