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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:
Access Reporting
- To access, click Reporting (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.
Report Types & Details
We have a variety of reports, each getting its own section below. Click below to go to that specific report:
Reports:
| Account Aging | CPT Code Breakdown | Monthly Activity |
Audits:
| Eligibility Checks | Client Record Access | Client PDF Form Access Changes |
| Email Monitoring |
Financial Reports
Section Jump:
Income Summary
Get a high level summary of your income with this report.
Video:
Top Right Options:
- To edit filters, click
- To Print, click
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.
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
Click any blue section name or tag more on this page to open a more detailed view:
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.
To the right, you can use our handy calculator if you use a percentage for payroll. Enter the percentage on the left and we calculate the total. Click (Payout) below the calculated total to copy the amount to paste into wherever you need it.
Need a more complete breakdown of income?
Consider using our Income Journal option
Good news: directly within the Income Summary is the ability to jump to the Income Journal with the same filters!
Click the top left button to take you there.
Income Journal
Our most detailed 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
Also known as an 'aging report' — 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 average reimbursement.
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
Report in order:
- 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:
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:
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 of export & graph:
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
- 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
- Display data (pop up with a spreadsheet like view)
- Options:
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
- Display data (pop up with a spreadsheet like view)
- Options:
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
- Display data (pop up with a spreadsheet like view)
- Options:
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
- Display data (pop up with a spreadsheet like view)
- Options:
Feature Usage
Eligibility Checks:
A breakdown of insurance eligibility checks run by the practice.
Article: Insurance Eligibility Checks
Audits & History
Note: For all below audits you can:
- Filter results with the button (top right)
- Download → Use the button (top right)
- Download as a CSV [spreadsheet] or PDF
- Not available for email monitoring
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, and details including reason.
Email Monitoring
Here you can see a log of all emails sent out from the practice and their status.
