Skip to content

Have an idea?

Share it with us or vote on other people’s ideas. Our product team is listening.

Christy Samms

← Customer Feedback for TheraNest

My feedback

5 results found

  1. Payer aging report

    39 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    5 comments  ·  TheraNest App » Reporting  ·  Admin →
    An error occurred while saving the comment
    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  · 
    An error occurred while saving the comment
    Christy Samms commented  · 

    YES PLEASE!

  2. Create custom reports

    243 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

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

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

    287 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

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

  4. Allow Unapplied Payments in the Payroll Report

    11 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    3 comments  ·  TheraNest App » Reporting  ·  Admin →
    An error occurred while saving the comment
    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

    242 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    50 comments  ·  TheraNest App » Billing & Payments  ·  Admin →
    Christy Samms supported this idea  · 
    An error occurred while saving the comment
    Christy Samms commented  · 

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

Feedback and Knowledge Base

(thinking…)