TheraNest Ideas Portal
ADD A NEW IDEA

Reporting

Showing 195 of 1967

Filter Appointments History Breakdown by date

Allow me to run the Appointments History Breakdown report for a certain date range.
Guest about 6 years ago in Reporting 1 Future consideration

Add location filter to invoice aging report

Allow me to filter the invoice aging report by location so I can separate invoices by location.
Guest over 3 years ago in Reporting 0 Future consideration

Add payment number to payment methods report

Allow me to see the payment number when running the payment methods report.
Guest over 2 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 over 2 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 over 2 years ago in Reporting 1 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 over 2 years 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 almost 4 years ago in Reporting 0 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 over 2 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.
Guest about 4 years ago in Reporting 0 Future consideration

Report on client retention rate

Similar to the Retention Rate report for therapists, show me which clients have only attended 1 session, 2-5 sessions, etc.
Guest about 4 years ago in Reporting 0 Future consideration