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- Shows all Clients who have Not Shown up for an Appointment in the date range selected. 
3. Group Attendance - Displays all Group Appointments (and attendance status) for scheduled groups within the specified date range.
4. Attendance by Service Type - Displays the Attendance Rate of each Service Type.
5. Retention Rate - Used to know how well a Therapist (and Practice) is retaining Clients over time.
6. Appointments History Breakdown- Provides a visual breakdown of Appointment History for your Organization based on Kept, Rescheduled, No Show, Cancelled, or Late Cancel Appointments.
7. Supervision - Allows you to generate a report for a specified date range that provides the percentage of direct hours that were supervised. 
8. Parental Verification Form - Allows you to generate the Parental Verification for Receipt of Behavioral Services form that is required to submit to Regional Centers. 

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 - Determined by provider assigned to kept appointments based on billable and non-billable service types.
9. Invoice History - Provides a visual breakdown of your Daily Invoice History in the last 30 days and your Total Outstanding Invoices.
10. Submitted Claims - Reconcile your invoices and see the total number of submitted claims during a given date range.
11. 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 Report - This Report displays all Progress Notes created during date range defined.

Clients Reports

1. Clients 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 - Display 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 break down of your top 5 referral sources.

Advanced Reporting

1. Manage Billing Payments Reconciliation - Displays Payments that were posted by the RCM team and are subject to RCM monthly fees. Use this report to reconcile your bank statement with claims activity. 
2. ERA Check Report - Displays ERA Checks Received and their current state. It can be used to identify payments that need to be posted or followed up on for further review.

Additional Reports

1. Staff Activity Log Report - Displays what actions Staff Members have taken in your Organization's Account over the last 120 days.