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Trisha Blocker-Wegner

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2 results found

  1. Add or remove archived clients in reports

    68 votes

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    14 comments  ·  TheraNest App » Reporting  ·  Admin →
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    Trisha Blocker-Wegner commented  · 

    If I could run all Reports with archived clients, and give archived clients ALL the filters like the active clients for reporting and tracking.. With date archived as well

    Trisha Blocker-Wegner supported this idea  · 

  2. Report on client ledgers

    22 votes

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    4 comments  ·  TheraNest App » Reporting  ·  Admin →
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    Trisha Blocker-Wegner commented  · 

    Daily Billing Report only shows you payments that were taken within a certain date range, includes other billing actions, and doesn't necessarily "balance out" your clients ledger (client balance minus client unapplied payments) -- it isn't made for calculating true "remaining credit" or for showing all client's with unapplied payments.

    It would be beneficial to see "real" unapplied credits during covid due to the nature that we switched quickly with insurances covering cost shares, and we were billing until notified by individual insurance. Now there are credit balances. We would like to find only credit balances per clients archived or active.

    Thanks

    Trisha Blocker-Wegner supported this idea  · 

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