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Katie Bade

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165 results found

  1. Exclude write-offs on Invoice Aging report

    3 votes

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    0 comments  ·  TheraNest App » Reporting  ·  Admin →
    Katie Bade supported this idea  · 

  2. Report on client's school

    3 votes

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    0 comments  ·  TheraNest App » Reporting  ·  Admin →
    Katie Bade supported this idea  · 

  3. Report on missing forms

    2 votes

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    0 comments  ·  TheraNest App » Reporting  ·  Admin →
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  4. Add client's age to the detailed attendance report

    4 votes

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    0 comments  ·  TheraNest App » Reporting  ·  Admin →
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  5. Report on staff caseloads

    9 votes

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    3 comments  ·  TheraNest App » Reporting  ·  Admin →
    Katie Bade supported this idea  · 

  6. Remove client name from billing reports

    25 votes

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    14 comments  ·  TheraNest App » Reporting  ·  Admin →
    Katie Bade supported this idea  · 
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    Katie Bade commented  · 

    A report that accurately outlines the following:

    Can be restricted to a specific staff member and date range
    Show the number of units billed in a specific time period
    Show the type of session (CPT Code)
    Show the status of the appointment
    Show the insurance company billed
    Show the time of the appointment and date
    Show if the session is pending. If it is not pending, how much did the client pay and how much did the insurance pay and adjust.
    Amount outstanding on the staff member's accounts by insurance and client.

  7. Include payment notes in Payment Methods report

    6 votes

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    0 comments  ·  TheraNest App » Reporting  ·  Admin →
    Katie Bade supported this idea  · 

  8. Include therapist on Client Intake report

    9 votes

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    3 comments  ·  TheraNest App » Reporting  ·  Admin →
    Katie Bade supported this idea  · 

  9. Add insurance payer to Payment Methods report

    18 votes

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    3 comments  ·  TheraNest App » Reporting  ·  Admin →
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  10. Add place of service to detailed attendance report

    14 votes

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    4 comments  ·  TheraNest App » Reporting  ·  Admin →
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  11. Add appointment notes to Detailed Attendance report

    10 votes

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    0 comments  ·  TheraNest App » Reporting  ·  Admin →
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  12. Report on client ledgers

    23 votes

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    5 comments  ·  TheraNest App » Reporting  ·  Admin →
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  13. Include diagnosis codes in reports

    35 votes

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    13 comments  ·  TheraNest App » Reporting  ·  Admin →
    Katie Bade supported this idea  · 

  14. Include appointment time in Payroll Report

    16 votes

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    0 comments  ·  TheraNest App » Reporting  ·  Admin →
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  15. Report on number of sessions

    139 votes

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    28 comments  ·  TheraNest App » Reporting  ·  Admin →
    Katie Bade supported this idea  · 

  16. Add column for staff to Payments and Payment Methods report

    30 votes

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    7 comments  ·  TheraNest App » Reporting  ·  Admin →
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  17. Report on estimated monthly income

    36 votes

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    1 comment  ·  TheraNest App » Reporting  ·  Admin →
    Katie Bade supported this idea  · 

  18. Payer aging report

    39 votes

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    5 comments  ·  TheraNest App » Reporting  ·  Admin →
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  19. Payroll reports by billed sessions (not by payout)

    45 votes

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    9 comments  ·  TheraNest App » Reporting  ·  Admin →
    Katie Bade supported this idea  · 

  20. Add or remove archived clients in reports

    68 votes

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    14 comments  ·  TheraNest App » Reporting  ·  Admin →
    Katie Bade supported this idea  · 
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