What's in this article?
Filtering in Reports: Learn how to refine and customize report data.
General Tips for Reporting: Best practices for navigating and resetting filters.
Commonly Used Reports and Their Use Cases: Insights into Clinical, Operational, Productivity, KPI, MDS, and Billing Reports.
Filtering in Reports
The filtering features allow you to refine data views and customize columns for targeted analysis.
Steps to Filter and Customize Reports
Steps to Filter and Customize Reports
1. Apply Filters
Click the three dots next to any column.
Select "Include" or "Exclude" specific values.
Example: Filter by payer type to focus on Medicare B patients.
2. Sort Columns
Click the arrow next to a column name to sort data in ascending or descending order.
Example: Sort therapists by productivity percentage to identify top-performing staff.
3. Remove Columns
Select "Remove" to hide unnecessary columns and declutter the view.
Undo or Reset Filters
Undo or Reset Filters
Use the Undo Button to revert recent changes.
Refresh the report interface to reset all filters and settings.
Drill-Down and Grouping
Drill-Down and Grouping
Rearrange tabs to adjust the grouping hierarchy.
Example: Group by therapist first, then date of service.
Common Use Case: Use this to review therapist-level data before diving into session-level details.
Time Buckets
Time Buckets
Purpose of Time Buckets
Time Buckets allow you to analyze data over specific time periods to identify trends, compare averages, or calculate totals.
How to Use Time Buckets:
Choose a Time Bucket that aligns with your reporting needs (e.g., weekly, monthly, yearly).
Example: Use monthly buckets to compare therapist productivity trends across different months.
For custom date ranges that don’t align with standard buckets (e.g., full quarters), adjust the filter to ensure accurate data aggregation.
Tips for Success:
Time Bucket will filter Monday to Monday.
Always filter for the specific date range you want to analyze.
Use larger buckets (e.g., yearly) to get broader insights and smaller buckets (e.g., weekly) for detailed analysis.
Ignore the general column labeled for the entire bucket if you are focusing on a filtered range.
Examples:
Monthly Trends: Use a Time Bucket for "Monthly Date of Service" to compare therapist productivity trends for October, November, and December 2024.
Custom Date Ranges: If you're analyzing a specific time range that doesn't align with a standard bucket (e.g., January 10–February 10), filter by the exact dates you need and select a larger Time Bucket (e.g., quarterly) to capture broader insights.
General Tips for Using Reports
Discover general tips to efficiently navigate reports and make adjustments for a smoother reporting experience.
Scrolling
Scrolling
Place your cursor in the white space to scroll through the dashboard.
To scroll within the report window, move your cursor to the gray background.
Filters Across Tabs
Filters Across Tabs
Filters persist when moving between tabs. Always double-check your active filters.
Resetting Changes
Resetting Changes
Use the refresh button to reset all filters and settings.
Undo changes with the Undo Button to step back incrementally.
Commonly Used Reports and Their Use Cases
Some of our most commonly used reports and their use cases are outlined below, providing tools to monitor productivity, track clinical trends, and manage operational performance.
Productivity & Labor Reports
Productivity & Labor Reports
Staff Productivity: Overview of therapist activity (weekly or monthly)
Therapist Daily Billing Logs: Daily breakdown of patient sessions, CPT codes, and billing
Clock In/Clock Out & Employment Hours: Useful for labor tracking
Service Delivery Reports
Service Delivery Reports
Units per Visit (UPV): Averages and trends over time by therapist or discipline
CPT Code Utilization: Breakdown of most-used codes by therapist and patient
Group & Concurrent %: Drill-down by department, building, or therapist
Average Treatment Minutes per Payer: Understand time allocation per payer type
Census Reports
Census Reports
Census Details: Caseload summaries, including episode start/end dates
Census by Discipline & Payer: Useful for staffing and caseload planning
Outcomes Reports
Outcomes Reports
ALOS (Average Length of Stay): Track average stay in the facility, on therapy caseload, or by payer
Section GG Progress Over LOS: See functional gains in self-care and mobility over the full length of stay
MDS Reports
MDS Reports
Section O: Total minutes captured for the ARD—filterable by patient and date
Section GG: View a single snapshot of Self-Care and Mobility scores on specific dates
Case Mix Group Estimator: Estimate HIPPS and CMG groupings based on completed evaluations
Billing Reports
Billing Reports
UB04 Summary: Summary of billed units by code and payer
Med B Cap Management: Track utilization across patients nearing threshold
P&L Reports
P&L Reports
Cost per Minute: Operational cost analysis based on clock-in/out data
Labor Expenses: Snapshot of total staffing cost
If you have any further questions or need additional assistance, please feel free to reach out to your Customer Success Representative. We're here to help! 😊