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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*** Clients Active- List of all active clients within the system. Also pulls bio and tab info within the client file.
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Clients Active-With Payor- List of all active clients within the system. Also pulls bio and tab info within the client file. This report also includes the last Payor used in their most current auth and the auth number.
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Clients Inactive- This report pulls a list of all inactive clients within the system. If the client has been marked as inactive within their biographic tab, then their name will appear in this report.
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Call Log Details- This report shows call log info for each client.
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Auth Details Combined- Lists out all authorizations for each client, for Private Insurance Only AND Regional (BOTH).
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*** Auth Details- Provides Auth details for all Regional payor clients.
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*** Auth Details Private- This report pulls all auths within the system and provides details for each individual auth for each client. Lists out all authorizations for Private Insurance Only (Not Regional)
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Auth Details Private-ByDate- This report shows Auth details for Private Insurance auths that are within the date range selected.
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Client Related Files- This report shows all file details for docs uploaded under the client's file. (under the related files tab)
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1 Client No Session- Shows list of active clients that do not have any sessions scheduled within the system.
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Client Auth Files- Shows list of active clients that have files attached within their authorizations. Also shows names of files that have been uploaded.
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New Billable Client Private- Shows all clients that have billable auths attached.
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New Billable Client Regional- Shows all clients that have Regional payor auths attached.
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Client No Episode- Shows a list of all clients that do not have episodes attached to their profile.
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Client Team- This reports shows the list of team members assigned to each client.
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Client Supervisor- Shows the assigned supervisor for each client based on what is selected within the authorization.
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Client Aging- This report shows the start date(first rendered session) and end date(last rendered session) This report can be used to track when the client was last seen and how long they have been in treatment.
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Rendered Hours Total By Client- This report shows the number of rendered hours per client for the date range selected. "Total hours" reflect total number of scheduled hours for the date range selected.