The Payor report contains all of the information found in the “Payor” section of clients’ profiles.
To download the Payor report:
There are two Productivity reports: “Productivity” for hourly staff and “Productivity (Salary)” for salaried staff. Due to the sensitivity of data in the “Productivity (Salary)” report, requests should be made to Customer Care to have them added to the organization’s account.
The “Productivity (Salary)” report compares billable, non-billable, and total hours worked for a given timeframe for employees within the organization. In addition, it calculates employee pay, sales, and profit margins based on timesheets submitted by the employee. Most fields in this report calculate the same as the “Productivity” report, with the following exceptions:
To download the “Productivity (Salary)” report:
Click here to learn how to download the “Productivity” report for hourly staff.
With the RCM report, users can view revenue, payments, receivables, overpayments, resolutions, and payor trends. Click here to learn more about the RCM report.
To view the RCM report:
5. If the report is filtered by payor, clicking the “+” next to the payor’s name in the “Name” column of the grid will open another line level of clients’ IDs that have that insurance. Clicking the “+” next to a client’s ID will open another line level of the date of service.
6. Click the “Insurance” and “Patient” columns in the grid to sort by:
7. The report can also be exported and downloaded to your computer.
To download the report:
With the Receivables report, users can view overpayments and receivables by payor and client. Click here to learn more about the Receivables report.
To view the Receivables report:
To download the Receivables report:
To access dashboards and reports:
The six report categories are:
The Supervision report is used to review ABA supervision hours for specific clients, and allows organizations to determine if their supervisors are providing the minimum supervision based on individual funding and accreditation requirements.
To utilize the Supervision report:
The report allows users to view both worked and/or scheduled, to see how supervisors are meeting supervision requirements.
Please note, for the report to capture scheduled vs. worked, timesheets must have been converted from an appointment. They cannot have been manually created by bypassing the Scheduling module.
Click here to learn more about the “Supervision” report.
The Service Audit report allows organizations to grant permission to staff to review timesheet information without granting access to billing information. Managers can search by client, provider, and/or date range to ensure timesheet data is complete in full, including signatures, service notes, and uploaded files.
To access the Service Audits report:
The Overlapping Schedule report displays all appointments with overlapping times scheduled on the calendar. This report helps schedulers identify conflicts for upcoming appointments or review past scheduling conflicts.
To access the Overlapping Schedule report:
The report will display information in the following format:
The Late Time Sheets report will pull timesheets that were input late based on the date and time of the service. Users can select a date, the number of hours after the timesheet is considered late, and how many weeks to display on the report.
To use the Late Time Sheets report:
The report will pull the following columns:
A subtotal line will add totals for each employee and a “Grand Total” will pull the total number of late timesheets pulled.
The Staff Utilization report shows the difference between the hours a staff member is available and the hours the staff member is scheduled. This report allows users to search a list of all employees within an established timeframe.
To access the Staff Utilization report:
There are two Productivity reports: “Productivity” for hourly staff and “Productivity (Salary)” for salaried staff. The Productivity report compares billable, non-billable, and total hours worked for a given timeframe for employees within the organization.
To download the “Productivity” report:
Within the export are the following columns:
Please note, the information in columns A and B pull from the “Senior Consultant” principal type as set in the provider’s profile. In the Productivity report, this information is reflected in the “Manager” column.
To access and/or download the Payroll report:
The Sales Ledger report lists all transactions in a given date range by client, including payor information, gross sales, last payment amount, and service code. The following link contains a sample sales ledger spreadsheet: Sales Ledger Export.
To access your Sales Ledger report:
The Supervision report in the Insights (Reporting) module helps users audit the number of appointment hours employees have had with supervision over a period of time. The report allows users to identify the total number of hours an employee has worked and are scheduled for, and how many of those hours they were supervised, along with a percentage rate.
To utilize this feature, all appointments booked for employees requiring or providing supervision must have a service code labeled “supervision” or “RBT direct,” in order to track and calculate supervision rates accordingly.
To run the Supervision report:
Click here to learn more about the “Supervision Report.”
