Click Reports from Navigation Bar and select CSV Reports.
Please submit a support ticket though our help section if you would like us to activate any of the reports below for your facility.
Our client’s most common reports used are already located within your facility’s CSV reports section by default.
Most Common reports used = ***
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*** Schedule Billable- This report pulls all scheduled sessions that are "billable". What this means is that it will pull sessions that DO NOT have the "not billable" box checked in the session.
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Non Billable Activities- This report pulls all Non billable activity sessions that have been scheduled for providers and staff.
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Schedule Issue- This report will pull data from the view button that is located to the right of the session in the scheduler. This contains any issues / session rules alert that are connected to that session.
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*** Schedule- Pull schedule for all statuses. Also includes rendered info and last updated date /user.
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*** Expired Auths- This report will show all expired auths for all active clients.
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Activity Against Exp Auth- Shows sessions that have been rendered under an expired authorization.
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Subactivity List- This lists all of your subactivites that have been entered into the system, including the activity that it is attached to. This data is pulled from the subactivites tab within the Manager Module.
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*** Schedule By Client- After filtering by client, this report pulls the schedule for all statuses. Also includes rendered info and last updated date /user.
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*** Schedule By Employee- After filtering by employee, this report pulls the schedule for all statuses. Also includes rendered info and last updated date /user.
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Sessions Not in Auth Period- Shows authorizations that have sessions scheduled against it, but are out of the auth start/end date period.
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My Billable Schedule- Shows schedule report of the user that is signed in that is pulling the report.
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My Team Schedule- Pulls your teams schedule. (user signed in)
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My Supervised Schedule- Pulls your schedule that includes supervised sessions. (user signed in).
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Auth Expire Report- shows authorizations that will expire in the future within the date range selected.
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Schedule By Employee W/Dates- After filtering by employee and by date, this report pulls the schedule for all statuses. Also includes rendered info and last updated date /user.
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Schedule Billable with Auth hours- This report pulls all scheduled sessions that are "billable". What this means is that it will pull sessions that DO NOT have the "not billable" box checked in the session. It also includes authorized hours for the activity.
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Game Points Earning Details- This includes the amount of points accumulated per activity, per earning date.
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Game Points Earning Summary- This includes a summary of points for all activities combined, per employee.
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Session Statistics- Will show percentages and averages of sessions completed, per client.
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Staff Session Count Summary- Total number of sessions per staff member per current session status.
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Session Statistics by Client- Once Filtered by client, Will show percentages and averages of sessions completed.
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Client Schedule Overlapping Hours- Shows sessions that are overlapping with other sessions.
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*** Expiring Authorizations- Shows authorizations that will expire in the future within the date range selected.
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*** Auth Utilization Ins. Monthly- For Insurance Payors: Gives the total number of authorized, scheduled and rendered hours and is used for optimizing the utilization of Auths.
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*** Auth Utilization Non Ins. Monthly- For Non Insurance Payors: Gives the total number of authorized, scheduled and rendered hours and is used for optimizing the utilization of Auths.
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*** Auth Utilization By Total Auth- Gives the total number of authorized, scheduled and rendered hours where authorized hours are for whole Auth.
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Auth Utilization Monthly Auth Level- On the Monthly level, gives the total number of authorized, scheduled and rendered hours and is used for optimizing the utilization of Auths.
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Auth Utilization Total Auth Level- On the Total Auth level, gives the total number of authorized, scheduled and rendered hours and is used for optimizing the utilization of Auths.
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Weekly Auth Utilization Regional- This report is for Regional payor client's Auth per week. Shows hours rendered and rendered percentage of the units within the auth.
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Monthly Utilization by Activity- Shows data for the facility as a whole-- as to which activities were authorized and how much of the auth'd units utilized for the month that has been selected.