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Payroll reports by billed sessions (not by payout)

We pay our clinicians weekly based upon designated percentages of each insurer's contracted rate for each session kept. This means that we are routinely paying out wages for sessions that have not yet been paid by the insurance company. The curren...

Guest almost 7 years ago in Reporting 9 Future consideration

2 VOTE

Add last payment and last appointment date to invoice aging report

As this is the report that we use to track clients with outstanding client balances, it would be helpful for the report to include: the date of the last client payment, the date the client was last seen, and the date the client is scheduled to be ...

Kayla Wilson 4 months ago in Reporting 0 Future consideration

23 VOTE

Report on intake form status for clients

Allow me to run a report that will show all the intake documents that were sent to clients and the status of each document.

Guest over 3 years ago in Reporting 7 Future consideration

38 VOTE

Include diagnosis codes in reports

When running reports in TheraNest, allow me to include the client's diagnosis code(s).

Guest about 6 years ago in Reporting 14 Future consideration

68 VOTE

Report on number of clients seen per therapist

Allow me to run a report that displays the number of clients a therapist has seen over a given time period.

Guest over 11 years ago in Reporting 3 Future consideration

41 VOTE

Payer aging report

Allow me to run an aging report for payers by client so that I can follow up with payers.

Guest over 7 years ago in Reporting 5 Future consideration

24 VOTE

Report on client ledgers

Allow me to run a report that will show each client's balance, credits, and unapplied payments.

Guest almost 5 years ago in Reporting 5 Future consideration

21 VOTE

Remember report filters

When I run a report in TheraNest, have TheraNest remember the filters I used so that if I navigate somewhere else and come back I don't have to reapply those filters again.

Guest over 4 years ago in Reporting 5 Future consideration

15 VOTE

Run payroll report by date payment was applied

Allow me to run the payroll report by the date the payment was applied to the client's ledger rather than the transaction date. We collect payments from clients and leave them as unapplied payments until we get the ERA because sometimes the amou...

Guest about 3 years ago in Reporting 7 Future consideration

35 VOTE

Report on estimated monthly income

I'd like to see what my estimated intake would be each month based on the clients I have scheduled in my calendar. This feature would be helpful with budgeting and predicting income streams.

Guest over 7 years ago in Reporting 1 Future consideration

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