Ensora Mental Health Ideas Portal
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Reporting

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Quick filters for daily billing report

Allow me to quickly filter the daily billing report for a specific time frame (e.g., Today, Yesterday, This Week, This Month, etc.) because it would be faster than putting in the dates.
Guest almost 3 years 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 over 1 year ago in Reporting 1 Future consideration

Report on client's school

Allow me to report on the client's employer or the school they attend. The Employment field will display in reports, but the Employer does not.
Guest over 4 years ago in Reporting 0 Future consideration

Report on client goals

Allow me to run a report that shows all the active goals for every client and the status of each goal. We need to report on this for our CARF accreditation.
Guest about 3 years ago in Reporting 1 Future consideration

Add payment number to payment methods report

Allow me to see the payment number when running the payment methods report.
Guest about 3 years ago in Reporting 1 Future consideration

Include payer name on payment report

Allow me to view the payer name when running the Payment report.
Guest about 3 years ago in Reporting 0 Future consideration

Make reports run faster

Make the reports run faster because sometimes it takes several minutes to pull a report in TheraNest.
Guest about 3 years ago in Reporting 1 Future consideration

Exclude write-offs on Invoice Aging report

Allow me the option to exclude write-offs on the Invoice Aging report as I don't consider accounts with write-offs as past due.
Christina Edrington over 4 years ago in Reporting 0 Future consideration

Show CC fees in payroll report

Allow me the option to view the credit card fee in the payroll because I pay my staff based on what they took in, which would be the amount minus any credit card fees.
Guest about 3 years ago in Reporting 1 Future consideration

Change credit card sum processing time

Currently, the sum deposited into my account reflects all transactions processed before 4 PM CT. Change it to midnight so that it's easier to reconcile with reports.
Guest about 3 years ago in Reporting 1 Future consideration