Reporting Overview for Groups

Financial Reports

1. Income by Clinician: Displays the earnings of each clinician within a specified date range.
2. Aging Report: An invoicing report indicating the number of outstanding days for invoices.
3. Outstanding Claims: Provides a list of all claims and the number of days they have remained unattended.
4. All Transactions Report: A comprehensive CSV or PDF file containing all transactions for your records.
5. Services not Submitted to Insurance: Details the services that remain unsubmitted or are still pending for you or your biller to submit.
6. Roster with Payer Info Report: If you need to track or calculate percentages based on payers, this report can be of great help.
7. Telehealth vs In-person: Helps determine whether clients prefer online or in-person appointments.
8. Accounts Receivables: Indicates the expected income per clinician.
9. Clinical Care Hours Scheduled per Week by Clinician: Can assist in deciding when it's time to expand your team.
10. CPT Code by Payer and CPT Code by Clinician: Shows the total and percentage of CPT code usage by payer or clinician.
11. Denied Claims by Payer: Lists all claims denied by the insurance company.
12. Invalid Credit Cards: Provides a list of invalid credit cards recorded in the system.

Quality of Care Reports

1. Overdue Tasks Report: Highlights all pending tasks.
2. Unsigned Notes Report: Contains a list of draft notes pending review and signature.
3. Measurement-Based Care Metrics by Clinician vs Practice Average and by Clinician by Chart: Tracks the progress and efficiency of your clinicians relative to the practice average and individual patient/client care.

Calendar Reports

1. Last Visit (within Last Year) Report: Shows a list of patients/clients including their last and next appointments, along with the duration since their last visit.
2. End-of-Day Report: Contains details about your daily activities, including submitted claims, managed appointments, provided diagnoses, and more.
3. No Show Rate: Provides a percentage of no-shows relative to total appointments, displayed by clinician and practice.

Referral Reports

1. Referral Response Time: Measures the time taken for your patients/clients to be approved and onboarded.
2. Declined Referrals: Offers a breakdown of reasons for declined requests, helping you understand what needs improvement to accept new clients.
3. Practice Requests: Shows the total number of approved and declined requests, enabling you to assess the volume of requests from the website to set metrics and make adjustments.