Group 65
Go to TheraNest
All Collections
Reports
Reports
23 articles in this collection
Written by
TheraNest Support
and
Lauren Smith
Appointment Reports
Canceled and Rescheduled Appointments Report
This report will show all clients who have had a cancelled or rescheduled appointment in the date range selected.
Written by
Lauren Smith
Updated over a week ago
Attendance by Service Type Report
Articles covers who can access the report, how, and and it's purpose.
Written by
Lauren Smith
Updated over a week ago
Detailed Attendance Report
Article covers who can access the report and it's purpose
Written by
Lauren Smith
Updated over a week ago
Retention Rate Report
Article covers who can access the report, how, and it's purpose
Written by
Lauren Smith
Updated over a week ago
Staff Reports
Activity Log Report
The Activity Log will show what actions staff members have taken in your Organization's account over the last 120 days.
Written by
Lauren Smith
Updated over a week ago
Billing Reports
Daily Billing Report
Article covers who can access the report, how, and it's logic and purpose.
Written by
Lauren Smith
Updated over a week ago
How to View Unapplied Payments
Use the Daily Billing Report to find unapplied payments!
Written by
Lauren Smith
Updated over a week ago
Invoice Aging Report
Article covers who can access the report, how, and it's purpose.
Written by
Lauren Smith
Updated over a week ago
Service Billing Report
Article covers who can access the report, how, and it's purpose.
Written by
Lauren Smith
Updated over a week ago
Staff Billing Report
Article covers who can access the report, how, and it's purpose.
Written by
Lauren Smith
Updated over a week ago
Write-off Report
Written by
Lauren Smith
Updated over a week ago
Payment Report
Written by
Lauren Smith
Updated over a week ago
Payment Methods Report
Article discusses who can access the report, how, and it's logic and purpose.
Written by
Lauren Smith
Updated over a week ago
Payroll Report
Written by
Lauren Smith
Updated over a week ago
Credit Card Charges Report
Reporting for client credit card payments processed in TheraNest.
Written by
Lauren Smith
Updated over a week ago
Exporting for QuickBooks Online and Other Accounting Software
How to export a report for QuickBooks.
Written by
TheraNest Support
Updated over a week ago
Session Units Report
This report will show you the number of sessions scheduled for a particular date range.
Written by
Lauren Smith
Updated over a week ago
Client Reports
Client Intake Report
Report shows us clients who were added to your system in a certain date range.
Written by
Lauren Smith
Updated over a week ago
Clients Served Report
Article cover who can access the report, how, and it's purpose
Written by
Lauren Smith
Updated over a week ago
Detailed Client Report
Article covers who can access the report, how, and it's logic.
Written by
Lauren Smith
Updated over a week ago
Demographic Reports
Demographic Analytics Report
Article covers who can access the report, how, and it's purpose.
Written by
Lauren Smith
Updated over a week ago
Referral Reports
Referrers Report
Article discusses who can run the report and what it shows.
Written by
Lauren Smith
Updated over a week ago
Referral Source Analytics Report
Article discusses what the Referral Source Analytics report is and how to run it
Written by
Lauren Smith
Updated over a week ago