Built-In Reports for Mental Health Practices

Built-in reports for mental health practices

TheraNest reporting shows you what is missing, unpaid, or unresolved across your practice so you can follow up on the right things without hunting through charts and ledgers to find them.

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Why therapists rely on TheraNest reporting

See what’s happening day to day

Track attendance, cancellations, no-shows, session detail, staff activity, payer breakdowns, and referrals so you have the operational picture you need to stay on top of your practice without piecing it together manually.

Follow the money without the legwork

 Know what has been billed, what has been paid, and what is still outstanding. TheraNest’s billing and revenue reports give you the visibility to keep revenue moving and act before balances age out.

Keep documentation from falling behind

Practice owners, supervisors, billers, and clinicians can all see what is still unresolved – missing notes, unsigned documentation, outstanding follow-through – without opening individual charts to find out.

 The reports practices actually use every day

Detailed attendance

Filter by time period, staff member, session type, payer, referral, appointment status, note signature status, and billing status. Detailed attendance gives you the specific operational view you need. Not just session counts, but the line-level detail that tells you what actually happened.

Missing progress notes

See every session that does not yet have a completed progress note, in one place. Missing progress notes is one of TheraNest’s most-used reports because it turns a time-consuming manual search into a simple, actionable list.

Daily billing and invoice aging

Daily billing helps you monitor your billing cadence and catch sessions that have not been billed yet. Invoice aging shows you what is outstanding and how long it has been sitting so you can prioritize follow-up and keep revenue moving.

Audit notes

Review signed notes across a service-date range and print them in bulk. Audit notes is built for clinical supervision, peer review, and oversight workflows where you need to pull signed documentation quickly without searching chart by chart.

Built-in reports included in every TheraNest plan. See what’s included →

What therapists say about TheraNest reporting

Deborah S.

“[I like the] convenience [of being] able to do notes and everything online and have everything in one place vs. the paper we used to have to do. I like the reports section to know what I am missing for clients.”

Kristi O.

“Other features we love are: […] missing progress notes reports, online training videos and the UserVoice Forum. [..] I wish I had switched to TheraNest so much sooner from the archaic EHR I had been using for so long!”

Joseph G.

“I like TheraNest very much. It has all of the functionality that I need to manage a successful private practice. The reporting system and the ach payment functions are outstanding. Technical support is outstanding with a rich knowledge base, online chat and voice to voice support make problem resolution easy and seamless.”

Mallory M.

“The ability to access patient demographics, evaluation reports, treatment plans, daily progress notes, contractor staffing details, and medical billing all in one place is beneficial to the efficiency of my private practice’s success.”

Marla F., Limited Licensed Psychologist

 “It gives me a safe and reliable way to keep the required mental health reports and progress notes and provides a reliable and easy accounting feature to keep track of billing.”

Kim H.

“The pricing structure and informative reporting are what I like best about TheraNest.”

Philip A., Clinical Psychologist

“[TheraNest] provides […] a wide range of “report” features to help track one’s practice, and much more.”

See your practice clearly, starting today

TheraNest’s built-in reports give you a practical view of what is happening across appointments, billing, and documentation.

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Frequently Asked Questions

What are TheraNest reporting capabilities?

TheraNest includes built-in reports that give mental health practices line-level visibility into the operational and financial workflows that keep the practice running. Reports cover appointments and attendance, billing activity, outstanding balances, documentation status, and note signature follow-through.

Who is TheraNest reporting for?

Reporting is useful for practice owners, office managers, billers, and clinical supervisors. Different roles tend to rely on different reports: billers and office managers often lean on daily billing and invoice aging, while practice owners and supervisors tend to use documentation and attendance reports to monitor team follow-through.

What reports are available?

TheraNest includes reports across three main areas: • Appointments and attendance: Detailed attendance, session detail, payer and referral breakdowns • Billing and revenue: Daily billing, invoice aging • Documentation: Missing progress notes, progress note signature, audit notes

Can I filter and export reports?

Yes. Reports can be filtered by time period, staff member, session type, payer, appointment status, note signature status, and billing status, depending on the report. For deeper analysis or custom rollups, you can export report data to Excel.

What is the missing progress notes report?

Missing progress notes is one of the most-used reports in TheraNest. It shows sessions that do not yet have a completed progress note, making it easy for practice owners, supervisors, and billers to identify documentation gaps and follow up.

What is the audit notes report?

Audit notes let you review signed notes across a service-date range and print them in bulk. It is useful for clinical supervision, peer review, and other oversight workflows where you need to pull a set of signed documentation quickly.

What is invoice aging?

Invoice aging helps you monitor outstanding balances across your practice. It shows what has not been paid and how long balances have been outstanding, so you can prioritize follow-up and keep revenue moving.

How does reporting support billing follow-through?

Reporting gives billers and office managers visibility into billing status at the session level. Daily billing supports billing cadence monitoring, and invoice aging helps track what is still outstanding. Operational reports like detailed attendance can also help identify unresolved items that may be blocking claims.

Can I use reporting to oversee my clinical team’s documentation?

Yes. Missing progress notes and progress note signature reports are designed for exactly this use case. They give practice owners and supervisors a clear view of what is still unresolved without having to open individual charts to find out.

Built-In Reports for Mental Health Practices