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
• Report Types & Details

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)

Bottom:

Click below to go to that specific report:

Reports:

Audits:

Section Jump:

• Income Summary
• Income Journal
• Accounts Receivable
• Insurance Reimbursement

Get a high level summary of your income with this report.

At the top right you'll find actions:

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:

Our standard 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:

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:

• Image: PNG, JPG
• Data: CSV, XLSX, PDF
• Print

Video:

Get a breakdown of private pay vs. insurance payments, as well as averages.

Filters:

• Date of Service
• Locations
• Therapists

Export:

• Image: PNG, JPG
• Data: CSV, XLSX, PDF
• Print
• Display Data (numbers/spreadsheet view within the app)

Video:

📈 Business Intelligence Reports

Section Jump:

• Practice Summary
• Monthly Activity
• CPT Codes
• Referral Source

Filters:

• Therapists
• Date Range

For more information on particular sections, click the blue i (icon) if available, shown here for example:

A single numerical value of all standard + custom CPT codes used that month.

This excludes add-on codes & cancelled appointments.

Filters:

• Locations
• Therapists

Video:

Export:

• Image: PNG, JPG
• Data: CSV, XLSX, PDF
• Print

Video:

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:

• 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, 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.

Here you can see a log of all emails sent out from the practice and their status.