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:

• Access Reporting
• Reporting Overview
• Report Types & Details

Access Reporting

• To access, click Reports (left menu)

Reporting Page Overview:

Reporting Overview:

In order from top to bottom, left to right:

Top:

• Last 30 days Income (Insurance + Client Payments)
• Income [Journal] Report (more info here)

Middle:

Visually, we highlight here from left to right:

• Account Aging (more info here)
• CPT Code Breakdown (more info here)
• Monthly Activity (more info here)

Bottom:

At the bottom we have a variety of reports: financial and business insights, demographics, other feature usages and audits to summarize.

We have a variety of reports, each getting its own section below. Click below to go to that specific report:

Reports:

Audits:

Section Jump:

• Income Summary
• Income Journal
• Accounts Receivable
• Insurance Reimbursement

Get a high level summary of your income with this report.

Filters:

• Therapists
• Date Range
• Locations
• POS Code
• Telehealth

Here we show an overview of the practice income, with a breakdown of each providers respective income below that.

We break down the:

• Charges and Discounts + Adjustments
• Insurance, Client, and Total Income
• CPT Code and Fee breakdown
• Income type & timeframe breakdown
• As well as therapist specific details below practice totals

Expanded view:

Below the Practice Totals section we include the same breakdowns on a per provider basis.

Click a provider's name to expand their specific breakdown:

🍰 Tasty tip: We also show each provider's piece of the pie pie_chart vs. practice income to the left of their name:

Our most detailed income report, including charges, payment details, and totals.

At the top right you'll find actions:

Filters:

• Date Posted & Date of Service
• Therapists
• Locations
• POS Code
• Telehealth
• Categories (Charges & Discounts, Client Payments & Refunds, Insurance Payments)

To quickly disable / enable filters you can use the blue toggle beside the amounts as well:

Also known as an 'aging report' — get a breakdown of money owed to the practice here.

Search by client as well below the graph.

Top right: Filter

Filter by:

• Either Balance or Client Responsibility
• Locations
• Therapists

Export:

• Image: PNG, JPG
• Data: CSV, XLSX, PDF
• Print

Get a breakdown of private pay vs. insurance payments, as well as average reimbursement.

Filters:

• Date of Service
• Locations
• Therapists

Export:

• Image: PNG, JPG
• Data: CSV, XLSX, PDF
• Print
• Display Data (numbers/spreadsheet view within the app)

📈 Business Intelligence Reports

Section Jump:

• Practice Summary
• Monthly Activity
• CPT Codes
• Referral Source

Filters:

• Therapists
• Date Range

• Charges & Discounts, as well as Insurance, Client and Total Income (by type)
• Breakdown of CPT codes, units, charges and payments
• Client Activity for this date range & all time
• Unlocked Records, which we break down by types here:
  • Uncharted → An appointment is created, but billing and charting have not begun
  • New → When you either start billing or charting in the system (they're interlinked)
  • Draft → Start a chart note draft, and opt to save and finish it later
  • Pending Review → Chart is under review [on supervisor's side]
  • Feedback → Feedback has been sent [back on supervisee's side]

Example:

For more information on particular sections, click the blue i (icon) if available, shown here for example:

• A single numerical value of all standard + custom CPT codes used that month
• This excludes add-on codes & cancelled appointments
• Below the graph we show metrics for every month you've used our system

Filters:

• Locations
• Therapists

Export:

• Image: PNG, JPG
• Data: CSV, XLSX, PDF
• Print

Get a report of service related CPT codes used in the system.

Both:

• Counts
• Amount billed $ (bottom)

This excludes cancelled appointments.

Filters:

• Date Range
• Locations
• Therapists
• Client

Export:

• Image: PNG, JPG
• Data: CSV, XLSX, PDF
• Print
• Display Data (numbers/spreadsheet view within the app)

Video:

• Shows a report of referral sources entered in the client profile
• Article: Client Referral Source & Reports

Filters:

• Date Range
• Client Status
• Therapists
• Referral Source

Client Demographics Reports

Explorer:

• View all customizable client demographics created in your practice settings
• Article: Customizable Client Demographics & Report
• Filter by date client was added, client status, and therapists

Gender:

• A list of all client genders, client & appointment counts along with billed amounts.
• Filter by date range, locations, and therapists
• Export a copy of the report with the top right ... button within the graph
  • Options:
    • Image: PNG, JPG
    • Data: CSV, XLSX, PDF
    • Print
    • Display data (pop up with a spreadsheet like view)

Age:

• A list of all client age ranges, client & appointment counts along with billed amounts.
• Filter by date range, locations, and therapists
• Export a copy of the report with the top right ... button within the graph
  • Options:
    • Image: PNG, JPG
    • Data: CSV, XLSX, PDF
    • Print
    • Display data (pop up with a spreadsheet like view)

Zip Code:

• A list of all zip codes, client & appointment counts, as well as billed amounts.
• Filter by date range, locations, and therapists
• Export a copy of the report with the top right ... button within the graph
  • Options:
    • Image: PNG, JPG
    • Data: CSV, XLSX, PDF
    • Print
    • Display data (pop up with a spreadsheet like view)

Diagnosis: 

• A list of all diagnosis's entered, client & appointment counts, and billed amounts.
• Filter by date range, locations, and therapists
• Export a copy of the report with the top right ... button within the graph
  • Options:
    • Image: PNG, JPG
    • Data: CSV, XLSX, PDF
    • Print
    • Display data (pop up with a spreadsheet like view)

Feature Usage

Eligibility Checks:

A breakdown of insurance eligibility checks run by the practice.

Article: Insurance Eligibility Checks

Audits & History

Client Record Access: 

A log of any view, edit, draft, or lock of a chart note record in the group.

A log of any standard client document that's been revoked, and details including reason.

Here you can see a log of all emails sent out from the practice and their status.