Reporting

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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 about 6 years ago in Reporting 9 Future consideration

2 VOTE

Create a report to review all clinical documentation for a client

Create a report that can be generated to review all completed clinical documentation for a client, including assessments, progress notes, treatment plans, treatment consents, etc., and could be re-ordered in the report based on my preferences for ...

Wendy Brooks 3 months ago in Notes & Cases / Reporting 0 Future consideration

20 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 almost 3 years ago in Reporting 7 Future consideration

20 VOTE

Add payers to the detailed attendance report

When running the detailed attendance report, allow me to include the client's primary, secondary, and tertiary payers.

Guest almost 3 years ago in Reporting 9 Future consideration

35 VOTE

Include diagnosis codes in reports

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

Guest over 5 years ago in Reporting 13 Future consideration

67 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 10 years ago in Reporting 3 Future consideration

39 VOTE

Payer aging report

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

Guest almost 7 years ago in Reporting 5 Future consideration

5 VOTE

Report on payments per payer

Allow me to run a report that will display all the payments made by a payer in a set time frame.

Guest 11 months ago in Reporting 3 Future consideration

20 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 3 years ago in Reporting 5 Future consideration

23 VOTE

Report on client ledgers

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

Guest about 4 years ago in Reporting 5 Future consideration

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