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Rachel Gee-wiz

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  1. Remove client name from billing reports

    25 votes

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    14 comments  ·  TheraNest App » Reporting  ·  Admin →
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    Rachel Gee-wiz commented  · 

    I need to submit my income for the private practice to external entities but do not see an option that does not include client names. Is there a way to use client ID instead so that when I submit my income to an external entity, I can keep my client info confidential? Doing an excel spreadsheet and then deleting that column is not acceptable as I already tried doing this and it was rejected for the purposes I need. I need to be able to download the report in PDF format with my logo on it. Thanks!

    Rachel Gee-wiz supported this idea  · 

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