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Shelli Rose

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3 results found

  1. Include pre-defined list of interventions for progress notes

    508 votes

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    29 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
    Shelli Rose supported this idea  · 

  2. Enter clients as a couple or family

    838 votes

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    119 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Shelli Rose supported this idea  · 

  3. Change credit card sum processing time

    2 votes

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    1 comment  ·  TheraNest App » Reporting  ·  Admin →
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    Shelli Rose commented  · 

    Please consider modifying the Credit Card Payment Report so that it provides the daily gross amount disbursed to a company's account, along with the total fees paid for that day's disbursement. This would increase efficiency of adding transactions to the company check register, as well as streamline the bank reconciliation process. Without this modification, it is necessary to filter the day's transactions before and after 5pm for a given day, and manually do the math to ensure that the individual credit card payments posted match the total net deposit to the bank account. This is VERY time intensive.

    Shelli Rose supported this idea  · 

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