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Add disbursement date to credit card payments in Payroll by Rendering Provider report

Add a column for the disbursement date to the Payroll by Rending Provider report for credit card payments processed in TheraNest to assist with payroll and tracking.
Guest over 1 year ago in Reporting 0 Future consideration

Display column header on each page of printed PDF reports

When the Invoice Aging report is printed, the column headings are only on the first page. It would be very helpful to have the column headings printed on each page.
Guest about 5 years ago in Reporting 1 Future consideration

Include email address in Demographic Analytics report

Allow me the option to include the client's email address when running the Demographic Analytics report. I like to email clients within a given intake time frame and right now I have to pull that information from multiple places in TheraNest.
Guest over 3 years ago in Reporting 0 Future consideration

Add insurance payer to Daily Billing report

Allow me to view the payer when running the Daily Billing report.
Guest over 3 years ago in Reporting 0 Already exists

report for tracking provider productivity

I would like to be able to run a report for kept appointments by provider, revenue by provider, etc. Also would be useful to break it out by office location.
Guest over 5 years ago in Reporting 0 Already exists

Report on payer's total payment per payment number

Allow me to run a report that will display the total amounts from payers that have the same payment number so that we can reconcile with our bank deposits. Anthem uses one payment number for multiple clients/payments and having to calculate this...
Laura Ely over 3 years ago in Reporting 0 Future consideration

Add service type to the session units report

Allow me to view the service types that were listed on the appointment when running the Session Units report.
Guest almost 2 years ago in Reporting 1 Future consideration

Missing Appointments Report

We need the ability to be able to run a report of all progress notes that have been input to Theranest that do not have an appointment associated with them. Basically, a Missing Appointments report (the opposite of the Missing Notes report.)
Guest almost 4 years ago in Reporting 0 Future consideration

Include Merchant Fee Info in the Payroll Report

It would be convenient to see merchant fees associated with a payment in the Payroll Report.
Guest almost 4 years ago in Reporting 0 Future consideration

Adjust column widths in reports

When running reports in TheraNest, allow me to adjust the column widths.
Guest almost 2 years ago in Reporting 1 Future consideration