Skip to Main Content
TheraNest Ideas Portal
ADD A NEW IDEA

Reporting

Showing 23

allow billing reports to be filtered by staff/therapist

in reports-allow payment methods, credit card charges, etc. to be filtered by therapist/staff as well
Guest over 6 years ago in Reporting 2 Completed

Daily Billing report by date of service (not date entered)

Please please please have the ability to run the daily billing report by date of service instead of date entered. I have to manually calculate the corrects date of service and clients for payments which takes a long time.
Guest over 8 years ago in Reporting 0 Completed

Filter authorization reports to remove archived clients

Allow me to filter the authorization reports to include/exclude archived clients.
Guest over 1 year ago in Reporting 0 Completed

Display duration in hours on Detailed Attendance Report

Display the duration of the appointment in hours on the Detailed Attendance Report rather than minutes.
Guest over 1 year ago in Reporting 1 Completed

Report view for payment type

I'd like to see a report view feature that will allow you to see different payment types without going into each case one by one. For example, I will service 20 individuals in a day. I'd like to be able to see who and how much was charged to credi...
Guest over 10 years ago in Reporting 4 Completed

Adjust sorting on Detailed Attendance report

When running the Detailed Attendance report and sorting it by Date/Time, the afternoon appointments are listed before the morning appointments for the same date of service.
Guest about 4 years ago in Reporting 0 Completed

Credit card on file report

can you add a credit card on file or not on file indicator to our export client data?
Guest over 6 years ago in Reporting 1 Completed

Select all service types when running the detailed attendance report

When I'm running the Detailed Attendance Report, allow me to select all service types so I don't have to click one individually.
Guest almost 3 years ago in Reporting 1 Completed

Improve CSV export of Daily Billing report

I export data from reports on a regular basis to analyze many different aspects of our business. I find that many of the reports export only in a "report" format which severely hinders my ability to sort data in the many different ways I need to. ...
Guest about 6 years ago in Reporting 0 Completed

Billing report by service date (excluding payments by payment date)

Add new report, or filter in existing report so that you can view payments by service date.
Guest about 6 years ago in Reporting 0 Completed