The Timesheet Timeliness Report is located in the Insights module and focuses on the time it takes to convert an appointment to a billing entry and uses > 48 hours as an indicator of tardiness. This provides insight into how fast appointments are converted into billable assets. Please note, this report is only available with an Advanced Business Intelligence (ABI) subscription.

Timesheet conversion is represented as “compliant” or “non-compliant,” in accordance with organizations’ business rules.
- Compliant billing entry: The respective timesheet was converted within x hours.
- Non-compliant billing entry: The respective timesheet took x or more hours to convert.
- Compliant provider: All the provider’s timesheets were converted under x hours.
- Non-compliant provider: At least one of the provider’s timesheets took x or more hours to convert.
The report contains the following widgets and filters:
Widgets
- Provider Count: Total number of providers who converted timesheets.
- No Tardies: Number of providers that have always converted on time (within 48 hours).
- Total number of providers who converted timesheets
- With Tardies: Number of providers that had at least one conversion > 48 hours.
- Billing Counts: Total number of converted billing entries from the scheduled event (by all providers).
- Number of providers that were not compliant
- Within 48 Hours: Number of billing entries that were converted within 48 hours of the scheduled event.
- > 48 Hours: Number of billing entries that were converted over 48 hours from the scheduled event.
The report contains a scatter plot, bar graph, and pivot table.
Scatter Plot: Provider Total Billing Entries and Avg Time to Convert
- X-axis: Billing Entries
- Y-axis: Average Time to Convert
- Point: Provider
Bar Graph: Compliant and Noncompliant Billing Entry Conversions Over Weeks
- X-axis: Service Date (Weeks)
- Y-axis: Billing Entries
- Color:
- Converted Within/on-time conversions
- Late Conversions /> 48 Hours (Late Conversions />48 Hours)
Pivot Table: Timesheet Conversion Details
- Provider Full Name
- Provider ID
- Created By ID
- Client Full Name
- Service Code
- TimeBilling ID
- Date of Service
- Total Conversion Hours Log
- (Late Conversions is reflected in this color)
View and Download the Timesheet Timeliness Report
To view the Timesheet Timeliness Report:
- Navigate to the Insights module and select the Staff Management folder
- Click the Timesheet Timeliness Report
To download the Timesheet Timeliness Report:
Only designers can download, duplicate, or delete the report.
- In the report, click the three dots on the upper right hand side and select either Print to PDF or Publish Changes
- Designers can also duplicate or delete the report.
