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Reporting

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Customize grid in payroll report

When running either of the payroll reports in TheraNest, allow me to customize the grid so I can remove certain columns.
Guest over 2 years ago in Reporting 1 Future consideration

Ignore date range when running the closed cases report

Allow me to run a report that displays the closing disposition for all my closed cases. Right now I have to enter a date range and I want to see all cases without having to remember the date I need to enter.
Guest over 2 years ago in Reporting 3 Future consideration

Add ability to show/hide archived service types in reports

Allow me the option to include archived service types when running reports. When the active and archived service types are displayed, the list gets long and difficult to sort through.
Andrea Mills over 6 years ago in Reporting 3 Future consideration

Display client's first name and last name in separate columns on reports

Have the client's first name and last name appear in separate columns in reports. I export to Excel and having it in separate columns saves me a step of parsing that data.
Guest over 6 years ago in Reporting 3 Future consideration

Add write off amount to the staff billing report

Display any write-off amounts when running the Staff Billing report.
CMHC Admin over 6 years ago in Reporting 0 Future consideration

Include claim number in billing reports

Allow me to view the claim number when running billing reports.
Guest over 2 years ago in Reporting 0 Future consideration

Include payment notes in Payment Methods report

When running the Payment Methods report, include the payment notes field. I usually write the check number in this field and want that information displayed in the report.
Guest about 5 years ago in Reporting 0 Future consideration

Add payment date to Staff Billing report

Add the payment date to the Staff billing report.
Guest about 5 years ago in Reporting 0 Future consideration

Report on progress notes with no supervisor signature

Allow me to run a report that will display which of my progress notes are missing my supervisor's signature so I don't have to check each note individually.
Guest over 4 years ago in Reporting 0 Future consideration

Add service type to submitted claims report

When running the Submitted Claims report, allow me to include the service type/CPT code.
Guest over 3 years ago in Reporting 1 Future consideration