Reporting Function

Want to view various reports in the system?

From demographics to financials, we have reports that will give you a heads up status of what's going on in your practice!

In this Article:

• Reporting
• Report Types & Details

Reporting

To access reporting, use the left menu Reporting. This will bring you to the main reporting overview page:

Report Types:

In order from top to bottom, left to right:

Top:

• Last 30 days Income (Insurance & Client Payments totaled for the last 30 days)
• Income Report (see below under financial reports)

Middle:

• Visually, we highlight here:
  • Account Aging (left)
  • CPT Codes Report (center)
  • Monthly Activity (right)
• You can click More below any graphics for more options & details

Bottom:

• Income: Our standard income report, including charges, income and type, discounts, CPT code counts and charges. Filter by therapist(s), location(s), date ranges, POS code, or telehealth (all, only, not)
  • Within this, we also offer our original (1.0) Income Journal
  • As well as our more advanced Full Income Journal
• Income Summary (Beta): A new Income Report with more details and visuals
• Accounts Receivable: Filter by balance or client responsibility, location(s), and therapist(s).
• Insurance Reimbursement: Find totals and averages of insurance payments. Filter by DOS date range, location(s), and therapist(s)

• Practice Summary: View an overview summary of the charges and income, client activities and CPT code counts. Filter by therapist and date ranges.
• Monthly Activity: View a list of number of appointments per month by year and month (including averages and totals). Filter by location(s) and therapist(s)
• CPT Codes: Get a report of service related CPT codes (count and amount billed) used in the system. Filter by date range, location(s), therapist(s), and client
• Referral Source: Shows a report of referral sources entered in the client profile. Filter by date client was added, client status, therapist(s), and referral source

• Explorer: View all Customizable client demographics created in your practice settings, and managed per client in their profile. Filter by date client was added, client status, and therapist(s)
• Gender: A list of all client genders, client counts and appointment counts along with billed amounts. Filter by date range, location(s), and therapist(s)
• Age: A list of all client age ranges, client counts and appointment counts along with billed amounts. Filter by date range, location(s), and therapist(s)
• Zip Code: A list of all zip codes, client counts, appointment counts, and billed amounts. Filter by date range, location(s), and therapist(s)
• Diagnosis: A list of all diagnosis's entered,  client counts, appointment counts, and billed amounts. Filter by date range, location(s), and therapist(s)

• Eligibility Checks: A log of the usage of Insurance Eligibility Checks

• Patient Chart Note Access: A log of any view, edit, draft, or lock of a chart note record in the group
• Client PDF Form Access Changes: A log of any standard client document that's been revoked.