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1. Payer aging report

   39 votes

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   5 comments  ·  TheraNest App » Reporting  ·  Delete…  ·  Admin →
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   Katie Duntley commented  ·  Jan 19, 2024  ·  Delete…

   Be able to run the "Invoice Aging" report but by Service Date instead.

   Filter option to exclude all balances at $0.00
   Filter option to select payer OR client OR both

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   Katie Duntley supported this idea  ·  Jan 19, 2024

2. Add insurance payer to Payment Methods report

   18 votes

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   3 comments  ·  TheraNest App » Reporting  ·  Delete…  ·  Admin →
   Katie Duntley supported this idea  ·  Sep 7, 2022