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

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.

We've organized this in the same way it is in the system, left to right top to bottom:

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

• 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.