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Matthew Paymar

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5 results found

  1. Add Client ID to all reports

    66 votes

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    22 comments  ·  TheraNest App » Reporting  ·  Admin →

  2. 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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    Matthew Paymar commented  · 

    In order for the Payment Methods Report to be merged with data from other reports, it needs to include columns for "Client ID Number" and "Staff."

    Others have also requested that the Payment Methods Report include a column for "Location" and "Insurance Payer."

    Matthew Paymar supported this idea  · 

  3. Report on number of sessions

    138 votes

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    27 comments  ·  TheraNest App » Reporting  ·  Admin →
    Matthew Paymar supported this idea  · 

  4. Indicate if appointment was cancelled by staff or by client

    229 votes

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    31 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
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    Matthew Paymar commented  · 

    Add status of "Therapist Cancelled" to track appointments cancelled by therapist so that a group owner could run a report of total number of appointments the therapist cancelled rather than the client.

    This is more important to me than tracking vacation days and sick days.

    Matthew Paymar supported this idea  · 

  5. Create custom reports

    243 votes

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    45 comments  ·  TheraNest App » Reporting  ·  Admin →
    Matthew Paymar supported this idea  · 

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