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TheraNest Ideas Portal
Status Future consideration
Categories Reporting
Created by Guest
Created on Feb 25, 2022

Add staff member to grid in write-off report

When running the write-off report, allow me to view the staff member in the results grid.
App Type TheraNest App
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  • Guest
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    Feb 7, 2023
    Write-off report should have the option to be by Appointment Staff not just Rendering Provider - this way any supervised therapists' insurance write-offs will show up when pulling their Write-off Report. Right now only supervised therapists' self-pay client write-offs show up and a separate report for their supervisor has to be pulled and manually separated
  • Guest
    Reply
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    Feb 24, 2022
    I find it valuable to calculate what percentage of a providers production is written off by insurance writeoffs. This helps me see if a provider is not paneled correctly or if we are not assigning clients to the appropriate paneled clinician. The current write off report does not allow me to relate a write off to a provider. Is there a way we can customize this grid to allow that?