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Reporting

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Add payment date to Staff Billing report

Add the payment date to the Staff billing report.
Guest over 4 years ago in Reporting 0 Future consideration

Report on service type usage

Allow me to run a report to show how often a service type is used and the date it was last used.
Guest over 1 year ago in Reporting 0 Future consideration

Report on client appointments where times overlap

Allow me to run a report that will show any appointments a client has that overlap. For example, a client may have back-to-back appointments with different providers and we need to ensure these appointments don't overlap due to payer restrictions.
Guest over 2 years ago in Reporting 1 Future consideration

Separate date and time data in reports

For most reports that include a date and time, these are reported together in the same column. Have them be separate columns so the data is easier to work with if I export it to Excel.
Guest over 2 years ago in Reporting 1 Future consideration

Filter appointments history breakdown report by provider

Allow me to run the Appointments History Breakdown report for a specific provider.
Guest over 3 years ago in Reporting 2 Future consideration

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 1 year ago in Reporting 1 Future consideration

Report on claim processing fees

Allow me to run a report that will show me how much I've paid in claim processing fees for a given time period. I need to report on this for tax purposes.
Guest over 1 year ago in Reporting 1 Future consideration

Show on Payment Methods report if the payment was made on the Client Portal

When running the Payment Methods report, allow me to see if the payment was made on the Client Portal.
Guest 11 months ago in Reporting 1 Future consideration

Add appointment staff to No Show Appointments report

When running the No Show Appointments report, allow me to view the staff member(s) who were listed on the appointment.
Guest almost 3 years ago in Reporting 1 Future consideration

Payroll Report that is visible only to individual staff

I would like to allow my staff members to see their payroll information in the Payroll report, but block them from seeing other staff members' payroll information.
Guest over 5 years ago in Reporting 0 Future consideration