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
Note: Required roles are either
Owner, Manager (Financial), or the Therapist sub-role
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:
💵 Financial Reports
- 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)
📈 Business Intelligence Reports
- 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
👥 Client Demographics Reports
- 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)
⚙️ Feature Usage
- Eligibility Checks: A log of the usage of Insurance Eligibility Checks
📝 Audits & History
- 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.
⚠️
Note: You can both filter and export (as a CSV or PDF file) audits for record keeping purposes.