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Reporting

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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

Report on missing forms

Allow me to run a report that shows which clients have missing forms. It would be easier to run a report rather than go through each client one by one.
Guest almost 4 years ago in Reporting 0 Future consideration

Add Date last seen to open case report

You should add the date last seen to the open cast report, so that we could quickly see if there are any case that need to be close or archived.
Guest almost 4 years ago in Reporting 0 Future consideration

Add "Units" column to the Payroll Report.

Add "units" column to Payroll Report.
Guest about 4 years ago in Reporting 0 Future consideration

Update Session Unit Report to match billing units

Please update the session unit report to match the units that are billed for a session. It is annoying to have to run a seperate report to find double sessions that occurred in the week.
Guest about 4 years ago in Reporting 0 Future consideration

Add sexual orientation to Export Data report

Include the client's sexual orientation and gender identity in the Export Data report. We run this report a lot because it provides a lot of information in one report.
Guest about 4 years ago in Reporting 0 Future consideration