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Christy Samms

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5 results found

  1. Payer aging report

    39 votes

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    5 comments  ·  TheraNest App » Reporting  ·  Admin →
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    Christy Samms commented  · 

    There is a way to do this under BILLING, PAID/PROCESSED tab, sort by date, then download the .csv and you can sort by payer!

    Christy Samms supported this idea  · 
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    Christy Samms commented  · 

    YES PLEASE!

  2. Create custom reports

    251 votes

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    47 comments  ·  TheraNest App » Reporting  ·  Admin →
    Christy Samms supported this idea  · 

  3. Report on missing, expiring, and unsigned treatment plans

    301 votes

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    83 comments  ·  TheraNest App » Reporting  ·  Admin →
    Christy Samms supported this idea  · 

  4. Allow Unapplied Payments in the Payroll Report

    11 votes

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    3 comments  ·  TheraNest App » Reporting  ·  Admin →
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    Christy Samms commented  · 

    Yes, and somehow we need to be able to track refunds in payroll as well.

    Christy Samms supported this idea  · 

  5. Refund or negative payment options

    247 votes

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    50 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Christy Samms supported this idea  · 
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    Christy Samms commented  · 

    Yes, and then how do we account for this in our payroll report? Refunds and charge backs are not available reports.

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