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Type staff name in missing progress notes report

Allow us to type in staff name in missing progress notes report instead of having a drop down list of staff to choose from.

Guest 3 months ago in Reporting 0 Future consideration

29 VOTE

Report on client flags

Allow me to run a report that will show me how many clients have a certain flag.

Guest over 2 years ago in Reporting 6 Future consideration

71 VOTE

Add or remove archived clients in reports

When running certain reports, allow me the option to include or not include archived clients.

Guest over 6 years ago in Reporting 14 Future consideration

1 VOTE

Include aging categories on invoice aging report

In addition to the days past due, show the aging category (e.g., 0-30, 31-60, etc.) so it's easier to categorize when I export to Excel.

Cindy Hooper about 1 month ago in Reporting 0 Future consideration

2 VOTE

Add staff filter to the Staff Billing report

If Theranest can add an appointment staff filter to the Staff Billing Report, this would help tremendously. We have Interns and Residents who bill under licensed staff members for insurance so it would make this easier viewing their sessions all i...

Guest 2 months ago in Reporting 0 Future consideration

16 VOTE

Add CC fees to the Daily Billing report

Show the credit card fees in the Daily Billing report.

Guest over 1 year ago in Reporting 3 Future consideration

67 VOTE

Add Client ID to all reports

Allow me to run reports with just the client ID and not the client's name in cases where I need to download or print the report.

Guest over 7 years ago in Reporting 22 Future consideration

25 VOTE

Remove client name from billing reports

When running billing reports, allow me to customize the grid to remove the client's name. I want to print the report without their name or only their ID so their identifying information isn't shown. Sometimes we have to show these reports to peopl...

Guest almost 3 years ago in Reporting 14 Future consideration

34 VOTE

Display filters on exported reports

When I run a report and export it, show the date filter and any other filters I've applied at the top of the report so I can clearly understand the data I'm reviewing.

Guest about 4 years ago in Reporting 12 Future consideration

63 VOTE

Report on therapists' hours

Allow me to run a report that will display each therapist's billable and non-billable hours for a specific period of time and their pay rate.

Guest about 8 years ago in Reporting 12 Future consideration

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