TheraNest Ideas Portal
ADD A NEW IDEA

Reporting

Showing 195 of 1967

Add staff member to grid in write-off report

When running the write-off report, allow me to view the staff member in the results grid.
Guest almost 3 years ago in Reporting 2 Future consideration

Add referral source to Session Units report

When running the Session Units report, allow me to view the referral source of the client(s).
Guest almost 3 years ago in Reporting 1 Future consideration

Create a 'Select All' button for the demographic filters as well as an option to display by Client ID

Create a 'Select All' button for the demographic filters as well as an option to display by Client ID
Guest almost 3 years ago in Reporting 0 Future consideration

Add service type to credit card charges report

When running the credit card charges report, allow me to see what service type that charge was linked to.
Guest almost 3 years ago in Reporting 0 Future consideration

Hours Displayed in Reporting

Include the hours spent on the Progress Note Signature Report
Guest over 1 year ago in Reporting 0 Future consideration

Remove totals from downloaded billing reports

When I download a billing report to a CSV or PDF, allow me the option to remove the totals that appear at the top of the report.
Guest over 1 year ago in Reporting 1 Future consideration

Add email address to clients intake report

When running the Clients Intake report, allow me to include the client's email address.
Guest almost 3 years ago in Reporting 1 Future consideration

Save payroll by rendering provider report to staff documents

When I run the Payroll report by rendering provider, allow me to save a copy to the staff member's documents without having to save the PDF and upload it.
Guest almost 3 years ago in Reporting 2 Future consideration

Display invoice number on the credit card charges report

If a credit card payment was applied to an invoice, show the invoice number on the credit card charges report.
Guest over 1 year ago in Reporting 1 Future consideration

Report on fields from intake fields

Allow me to run a report that will display clients' responses to certain fields on my intake forms. For example, I may add additional demographic fields to an intake form and I'd like to run a report based on those fields.
Guest about 3 years ago in Reporting 1 Future consideration