Reporting

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Run a daily billing report without invoices

I need to be able to run a report to include Date of Service, Client Name, Rendering Provider, CPT Code, Insurance and Co-pay.

Guest 11 months ago in Reporting 0 Future consideration

16 VOTE

Report on all open cases

Allow me to run a report to view all open cases for our practice without having to input a date range.

Guest over 4 years ago in Reporting 2 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 7 months ago in Reporting 0 Future consideration

11 VOTE

Mark payouts as "paid" in the payroll data export

When running the Payroll Data Export, allow me to mark items as paid out like I can in the Payroll by Rendering Provider report.

Guest over 3 years ago in Reporting 2 Future consideration

8 VOTE

Report on clients with insurance

Allow me to run a report that shows all the clients that have insurance and the details about their insurance (copay amount, coinsurance amount, etc.).

Guest over 2 years ago in Reporting 3 Future consideration

19 VOTE

Add insurance payer to Payment Methods report

Add insurance payer to the Payment Methods report so we can create a summary of total payments received from each individual insurance company not just a total of insurance payments received.

Guest about 6 years ago in Reporting 3 Future consideration

28 VOTE

Add column for staff to Payments and Payment Methods report

I run a clinic with several staff members. Would it be possible to implement a feature in the Reports section that breaks down payments and payment methods, not only by client, but by staff member as well? Alternatively, it would help to implement...

Guest about 9 years ago in Reporting 7 Future consideration

10 VOTE

Show progress note status on detailed attendance report

When running the Detailed Attendance report, allow me to see if a progress note has been completed/signed for that appointment.

Guest over 3 years ago in Reporting 4 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 8 months ago in Notes & Cases / Reporting 0 Future consideration

7 VOTE

Add payment number to daily billing report

Allow me to include the payment number as a customized grid option in the Daily Billing report.

Guest over 2 years ago in Reporting 2 Future consideration

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