Reports Overview & Glossary

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Appointments Reports 

1. Cancelled & Rescheduled Appointments - Displays all Clients who have had a cancelled or rescheduled Appointment in the date range selected. 
2. No Show Appointments - Provides list of appointments that clients missed including archived clients.
3. Session Units - Shows the number of Sessions scheduled for the Date Range set.
4. Group Attendance - Displays all Group Appointments (and attendance status) for scheduled groups within the specified date range. 
5. Detailed Attendance - Displays all Appointments (and their attendance status) a Client or Staff Member has scheduled within the specified date range. 
6. Attendance by Service Type - Displays the Attendance Rate of each Service Type.
7. Retention Rate - Used to know how well a Therapist (and Practice) is retaining Clients over time.
8. Appointments History Breakdown - Provides a visual breakdown of Appointment History for your Organization based on Kept, Rescheduled, No Show, Cancelled, or Late Cancel Appointments.

Billing Reports

1. Daily Billing - Displays the per-day billing totals from all Kept/Invoiced Appointments and accepted payments.
2. Invoice Aging - This Report displays those Invoices with an unpaid balance.  It allows you to quickly identify outstanding balances older than 30/60/90/120+ days since the Invoice Date.
3. Service Billing - Report shows how much revenue is generated by a particular service type. This report pulls in data based on invoice date and payment date at the same time.
4. Staff Billing - Report show amounts Staff Members have billed and collected for their Services within a specified date range
5. Write-Off - Displays Write-Offs that occurred in a certain Date Range and it can be filtered by Client and Staff Member. 
6. Payment - Displays the summary of all Client/Insurance Payments and Write-Offs for Invoiced Services for each Client within the specified date range.
7. Payment Methods - Displays a breakdown of revenue sources (credit card, cash, check, or insurance) for individual Payments on all Invoiced Services.
8. Payroll by Rendering Provider - Based on Payments applied and distributed to Invoice Service Dates.
9. Payroll Data Export - Displays all payments collected in the specified payment date range for services performed by the Appointment Staff.
10. Vantage Payments Report - Displays all Client Payments made in My Clients Plus that are tied to credit card transactions.
11. Invoice History - Provides a visual breakdown of your Daily Invoice History in the last 30 days and your Total Outstanding Invoices.
12. Submitted Claims - reconcile your invoices and see the total number of submitted claims during a given date range.
13. Externally Submitted Claims - Use this report to reconcile your invoices and see the total number of externally submitted claims during a given date range.

Case & Notes Reports

1. Open Cases - displays open Cases in set Date Range.
2. Assigned Cases - displays Staff Assigned to Case in set Date Range.
3. Closed Cases - displays Cases Closed during set Date Range.
4. Assessments Due by Therapist - displays all Cases that are missing a Client Assessment in the set Date Range. 
5. Missing Progress Notes - displays Kept Appointments for which no Progress Notes have yet been entered.
6. Progress Note Signature - this Report displays all Progress Notes created during date range defined.
7. Audit Notes - displays all of the signed progress notes linked to an appointment with a service date in the timeframe selected. 

Clients Reports

1. Client Intake - This Report displays all Client Intakes that occurred during your set Date Range.
2. Clients Served - Displays Clients and what Service Type was used on an Appointment for them. 
3. Detailed Client - Displays Intake Date, Client Service Types, Staff Member Assigned and Last Appointment Date.

Demographics Reports

1. Demographic Analytics - displays Active Clients who fit into selected Demographics. 
2. Demographic Snapshot - displays Active Clients who fit into selected Demographics. 

Referrals Reports

1. Referrers - This Report displays the Referral information for the set Date Range
2. Referral Source Analytics - Displays which Referral is the most valuable to your Organization based on revenue, no-shows, and/or cancellations.
3. Top 5 Referral Sources - displays a visual breakdown of your top five referral sources.