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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
- To access, click Reporting (left menu)
- At the top, you'll see that we have updated some reports. By default, the new reports are used but if you'd like to temporarily revert back to the old ones, check off Use Old Reports (top right):
- Here's an overview of this entire page:
Report Types:
In order from top to bottom, left to right:
Top:
- Last 30 days Income (Insurance + Client Payments)
- Income Report (see below under financial reports)
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)
You can click More → below any graphics for more options & details
Bottom:
Click below to go to that specific report:
Reports:
| Financial Reports | Business Intelligence Reports | Client Demographics Reports |
| Income Summary | Practice Summary | Explorer |
| Income Journal | Monthly Activity | Gender |
| Accounts Receivable | CPT Codes | Age |
| Insurance Reimbursement | Referral Source | Zip Code |
| Diagnosis |
Audits:
| Eligibility Checks | Client Record Access | Client PDF Form Access Changes |
💵 Financial Reports
Section Jump:
Income Summary
Get a high level summary of your income with this report.
At the top right you'll find actions:
- To edit filters, click
- To Print, click
Filters:
- Therapists
- Date Range
- Locations
- POS Code
- Telehealth
Below the Practice Totals section, click a provider's name to expand their specific summarized breakdown.
We also show their "piece of the pie" vs. practice income to the left of their name, as well as a handy calculator if paid a percentage:
Click any blue section name / tag on this page to open a more detailed view:
Clicking opens a panel similar to this:
Income Journal
Our standard income report, including charges, payment details, and totals.
At the top right you'll find actions:
- Click to edit the used filters (listed below)
- Click to Print (blue icon)
- Click to download a CSV file (spreadsheet)
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:
Accounts Recievable
Get a breakdown of money owed to the practice here. Search by client as well below the graph.
Filter by:
- Balance or Client Responsibility
- Locations
- Therapists
Export:
For a full export, at the bottom right below the graph click the button to download a spreadsheet with all the data listed below.
To export the graph data specifically, within the graph at the top right click the button to pick from various formats:
- Image: PNG, JPG
- Data: CSV, XLSX, PDF
Video:
Insurance Reimbursement
Get a breakdown of private pay vs. insurance payments, as well as averages.
Filters:
- Date of Service
- Locations
- Therapists
Export:
To export the graph data, within the graph at the top right click the button to pick from various formats:
- Image: PNG, JPG
- Data: CSV, XLSX, PDF
- Display Data (numbers/spreadsheet view within the app)
Video:
📈 Business Intelligence Reports
Section Jump:
Practice Summary
Get an overview of your practice, including:
|
At the top right you'll find actions:
|
Filters:
- Therapists
- Date Range
For more information on particular sections, click the blue i (icon) if available, shown here for example:
Monthly Activity
A single numerical value of all standard + custom CPT codes used that month.
This excludes add-on codes & cancelled appointments.
Filters:
- Locations
- Therapists
Below the graph, from the far left and/or right, drag the grey sliders to adjust your view:
Video:
Export:
To export the graph data, within the graph at the top right click the button to pick from various formats:
- Image: PNG, JPG
- Data: CSV, XLSX, PDF
Video:
CPT Codes
Get a report of service related CPT codes used in the system (both counts and amount billed $).
This excludes cancelled appointments.
Filters:
- Date Range
- Locations
- Therapists
- Client
Export:
To export the graph data, within the graph at the top right click the button to pick from various formats:
- Image: PNG, JPG
- Data: CSV, XLSX, PDF
- Display Data (numbers/spreadsheet view within the app)
Video:
Referral Source
Shows a report of referral sources entered in the client profile. Article: Client Referral Source & Reports
Filters:
- Date Range
- Client Status
- Therapists
- Referral Source
To export this data, click the button at the bottom right corner below the graph.
👥 Client Demographics Reports
Explorer:
- View all Customizable client demographics created in your practice settings, and managed per client in their profile. The above link documents this feature in depth.
- 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
Age:
- A list of all client age ranges, client & appointment counts along with billed amounts.
- Filter by date range, locations, and therapists
Zip Code:
- A list of all zip codes, client & appointment counts, and billed amounts.
- Filter by date range, locations, and therapists
Diagnosis:
- A list of all diagnosis's entered, client & appointment counts, and billed amounts.
- Filter by date range, locations, and therapists
⚙️ 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.
