Standard Reports Guide
Updated over a week ago

Attention: Athena is now Bonterra. Please bear with us as we update our screenshots to match our new name.

The Penelope Standard Reports guide provides an overview of the built-in reporting options available in Penelope. Some of the reports are only available when purchased with specific modules (ORS/SRS, DSS and NDIS) and may not be available in your database.


About Report Security

A Report Security Class is a security setting used to give or restrict access to built-in reports in Penelope. Penelope includes several built-in Report Security Class options that you can assign to a worker. You can also request that your System Administrator create custom Report Security Classes based on your agency’s unique needs.

The default Report Security Classes include:

  • ALL Reports

  • Default Admin-Exec Reports

  • Default Intake-Mgmt Reports

  • Default Clinical Worker Reports

  • Default Kiosk User Reports (Note: The Kiosk feature is not available in v4.7.2.0 and later of Penelope)

  • Default System Administrator Reports

  • Default Volunteer-Student Reports

The specific reports included in each of these default options are designed to fulfill the most common reporting needs for that User Group type. Note: Other than the “ALL Reports” option, the default Report Security Classes cannot be modified.

When you add a new user to Penelope, the Report Security Class assigned to that worker is automatically selected based on the User Group the worker is assigned to. For example, if you set up a worker as Intake-Mgmt, they automatically inherit the “Default Intake-Mgmt Reports” option. You can, however, adjust which Report Security Class is assigned to the worker to another default option or a custom option created by your System Administrator.

Configure a Report Security Class

To customize access to specific reports, you must modify an existing custom Report Security Class or create a new custom Report Security Class.

Prerequisite: You must be logged in to Penelope using a System Administrator account.

  1. In the User Setup section, click Security.

  2. Click Class Setup.

  3. Complete one of the following actions:

    1. To modify an existing custom Report Security Class, in the Report Security Class section, click the name of a class.

    2. To create a new custom Report Security Class, in the Report Security Class section, click Add.

  4. As applicable, select the reports you want the workers belonging to this class to have access to.

  5. Click Save.

About Accessing Reports

Depending on the report, it may be accessible in one or more locations in Penelope. Reports are most commonly found in the “View All Reports” page in Penelope, but they can also be found in the “My Reports” section of the Reports sidebar or directly on the applicable record the report is concerned with.

Print a Report

To print a report, complete one of the following options:

  • If your agency logo appears in the top left corner of the report, click the logo

  • If your agency logo does not appear and instead you see a red X, click the X

  • If you do not see your agency logo or the X, press CTRL/CMD + P on your keyboard

Report Information


Individual Reports

Account Aging List Report

Item

Description

Description

  • Lists individuals that have amounts owing, including the current balance and aging period (<30 days, 30-59 days, 60-89 days, and 90+ days)

  • Clients are listed in this report if the Account Balance from their Individual Profile lists an amount greater than $0

  • Can include increasing level of client detail, including the type of financial document, the Service Unit/Cart item, Event, or Case information.

Typical audience

Billing personnel

Type of data

Client financial information

Location in Penelope

View All Reports > Account Balance Reports

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

Criteria

  • As of Date (specific date)

  • Site

  • Service

  • Service Class

Report options

  • Level of Detail (Account Summary, Financial Document, Line/Description, Include Event, Include Event and Case Information)

  • Report By (All, Site, Service, Service Class)

  • Display (Total, Days Outstanding)

Example report

With "Include Event and Case Information" option

Account Statement As Of - Individual

Item

Description

Description

  • Displays a list of all financial transactions with amounts and the balance as of a specified date

  • Each individual's record is reported on separately

Typical audience

Billing personnel

Type of data

Client financial information

Location in Penelope

  • View All Reports > Account Balance Reports

  • Individual Profile

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

Criteria

  • As of Date (specific date)

  • Individual

  • Individual Site

  • Balance Above

Account Statement For - Individual

Item

Description

Description

  • Displays a list of all financial transactions with amounts and the balance for a specified date range

  • Each individual's record is reported on separately

Typical audience

Billing personnel

Type of data

Client financial information

Location in Penelope

  • View All Reports > Account Balance Reports

  • Individual Profile

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

Criteria

  • Transaction Date (date range)

  • Individual

  • Individual Site

  • Balance Above

Detail Individual Profile Report / Profile Report

Item

Description

Description

  • Displays all profile information for individuals, including contact methods and demographics (policy information is excluded)

  • Can optionally include Documents, Client Communications, and Workflows

Typical audience

Practitioner, Program Manager

Type of data

Client contact and demographic information

Location in Penelope

  • View All Reports > Individual Reports (pre-filtered for individuals within specified criteria)

  • My Reports (pre-filtered for Case Worker)

  • Individual Profile (pre-filtered for individual)

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

  • Volunteer

  • Clinical Worker

Criteria

  • Individual Added (date range)

  • Case

  • Case Worker

  • Individual

  • Service

  • Site

Report options

  • Include Documents

  • Include Communications

  • Include Workflows

Individual Collateral Contact Info. Report

Item

Description

Description

Displays all Collateral Contact information for individuals, including name, contact methods, and address

Typical audience

Practitioner, Program Manager

Type of data

Client contact and demographic information

Location in Penelope

  • View All Reports > Individual Reports (pre-filtered for individuals within specified criteria)

  • Individual Profile (pre-filtered for individual)

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

  • Volunteer

  • Clinical Worker

Criteria

  • Date added (date range)

  • Individual

  • Case

  • Case Worker

  • Service

Individual Contact List Report

Item

Description

Description

Displays one or more individuals that were added to Penelope within the selected timeframe with contact details, including telephone number and address

Typical audience

Practitioner, Program Manager

Type of data

Client contact and demographic information

Location in Penelope

  • View All Reports > Individual Reports

  • My Reports

  • Individual Profile

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

  • Volunteer

  • Clinical Worker

Criteria

  • Date added (date range)

  • Individual

  • Case

  • Case Worker

  • Service

  • Site

Report options

Report On (All, Individuals Assigned)

Outstanding Detail Report - Individual

Item

Description

Description

  • Lists outstanding invoices, debits and receipts as of a selected date

  • Includes transaction number, date, Service Unit name, quantity, amount, balance, and days outstanding

  • Also includes subtotals for each transaction type and total outstanding balance

Typical audience

Billing personnel

Type of data

Client financial information

Location in Penelope

Individual Profile

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

Criteria

As of Date

Report options

  • Show Event Details

  • Sort By (Days Outstanding, Balance, Presenting Client, Event Date, Event Site)

Unique Individual Demographic Report

Item

Description

Description

  • Displays a unique, unduplicated count of individuals part of at least one Service File by one or two demographic variables for a selected timeframe and, optionally, a selected service or service class

  • Can include only presenting clients or all Case members

Typical audience

QA/Report writer, Program Manager

Type of data

General statistics (no PII)

Location in Penelope

  • View All Reports > Service Reports

  • Services List > Case Service

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

Criteria

  • Period (start and end date)

  • Service Class

  • Service

Report options

  • Report On (row values) and Report By (column values)

    • Default options include: New Clients, Gender, Age, City, Postal/Zip Code, Financial Concern, Safety Concern, and Site

    • User-defined options include: Individual drop-downs 1-11 and Individual checkboxes 1-4

    • Note: The "New Clients" option displays statistics for both new and existing clients within the defined period

  • Percentages (none, row, column, total)

  • Members (all, presenting)


Case Service Reports

Case Account History Report

Item

Description

Description

  • Displays the account summary for the Case by transaction type and status (not invoiced, invoiced, payments, etc.) for funders and individuals

  • All transactions with billing amounts by event date or by payor are also displayed

  • Case status, opened date, household income and family size are included

Typical audience

Billing personnel

Type of data

Client and funder financial information

Location in Penelope

Case

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

  • Clinical Worker

Criteria

Service File(s)

Report options

Subtotal By (Payor, Event)

Case Billing Summary

Item

Description

Description

  • Interactive version of "Case Account History Report"

  • Displays account summary for the Case broken out by transaction type and status (not invoiced, invoiced, payments, etc.) for funders and individuals

  • All transactions with billing amounts by event date or by payor are also displayed

  • Case status, opened date, household income and family size are included

Typical audience

Billing personnel

Type of data

Client financial information

Location in Penelope

Case

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

  • Clinical Worker

Case Event Report

Item

Description

Description

  • Lists events for selected Service Files in a Case, including event date, time, duration in hours, status and individual fees

  • Fee amounts displayed are the individual portion of any Service Units at the time of running the report, whether the amounts are invoiced are not

Typical audience

Practitioner

Type of data

Client service and scheduling information

Location in Penelope

Case

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

  • Clinical Worker

Criteria

  • Events (Only Booked, Excluded Cancelled and Re-scheduled, All)

    • "Only Booked" displays events with a Booked status

    • "Excluded Cancelled and Re-scheduled" displays Booked, Show, No Show and Late Canceled events (excluding Cancelled, Cancelled by Therapist and Re-scheduled)

    • "All" will not filter events based on event status

Case Load Cart Service Unit Report

Item

Description

Description

  • Displays Service Units provided per worker within the selected timeframe with details on the presenting client name, Service File name, and service unit quantities provided by event status (Booked, Show, No Show and Cancelled events).

  • only includes open Service Files

Typical audience

Practitioner, Program Manager

Type of data

Client service and scheduling information

Location in Penelope

  • View All Reports > Case Service Reports

  • My Reports

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

Criteria

  • Event Date (start and end date)

  • Event Site

  • Case Worker

  • Subordinates

  • Role (Primary, Other, All)

Case Profile Summary Report

Item

Description

Description

  • Displays Case and Service File information for selected services

  • Similar to Complete Case Profile Summary Report but allows for inclusion of events within a specified timeframe for review and includes options for specific individual, Case and event components

  • Demographic information and Case level documents are not included in this report but can be viewed with the Complete Case Profile Summary Report

Typical audience

Practitioner, Program Manager

Type of data

Client contact, service, scheduling and document details

Location in Penelope

  • Case

  • Service File

  • Service Event

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

  • Clinical Worker

Criteria

  • Event Date (start and end date)

  • Include Only Open Services

  • Service File(s)

Report options

  • Include:

    • Intake Summary

    • Contact Information

    • Collateral Contact

    • Event History

    • Event Details

    • Event Documents

    • Referrals

Clinical Manager Report

Item

Description

Description

  • Lists each of a worker(s) Cases sorted by the Case Service then by Case name

  • Client information such as the name of the primary member, the open date for the Service File, and the date of the last Event are included

Typical audience

Program Manager

Type of data

Worker's Case load and basic client information

Location in Penelope

View All Reports > Case Service Reports

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

  • Clinical Worker

Criteria

  • Service File Open Date (date range)

  • Case Worker

  • Worker Site

  • Service Class

  • Service

Complete Case Profile Report

Item

Description

Description

  • displays all Case-related information with the option to include Individual Profile details, Documents, Service File notes, etc.

  • To review events within a specific timeframe, please use the Case Profile Summary Report

Typical audience

Practitioner, Program Manager

Type of data

Client contact, demographic, and service information

Location in Penelope

  • View All Reports > Case Service Reports

  • Case

  • Service File

  • Service Event

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

  • Clinical Worker

  • Kiosk

Criteria

  • Case Added (date range)

  • Case

Report options

  • Include:

    • Individual Profile

    • Individual Profile Documents

    • Individuals Communications

    • Individuals Workflows

    • Documents

    • Referrals

    • Service File Notes

    • Communications

    • Workflows

  • Sort By (Service File, Date)

Opened/Close Service File Report

Item

Description

Description

  • Displays list of Cases with Service Files that were either opened or closed within the date range

  • Case Name, Case Service, start and end date, number of days in service, and primary worker are included

Typical audience

Program Manager

Type of data

Basic client service information

Location in Penelope

  • View All Reports > Case Service Reports

  • Services List > Case Service

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

Criteria

  • Period (date range)

  • Service Class

  • Service

  • Case Worker

  • Primary Worker Site

Report options

  • Report On (Opened, Closed)

  • Include Chart

Service File Roster As Of Date Report

Item

Description

Description

  • Displays members of each Case Service as of the date specified

  • Includes primary method of communication and date of birth

Typical audience

Practitioner, Program Manager

Type of data

Basic client information

Location in Penelope

  • View All Reports > Case Service Reports

  • My Reports

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

  • Clinical Worker

Criteria

  • As Of Date

    • If this criterion is left blank, "As Of Today" is assumed

  • Service

  • Case Worker

Report options

Service File Status (Open, Closed, All)

Worker Service Participant Roster Report

Item

Description

Description

  • Lists all Service Files assigned to a worker including basic information about the participants in those Service Files

  • Includes Service File ID, Service, Opened Date, Assigned Worker Role, Case Name, Case ID, Client, Client Date of Birth, Client Phone Number, Client Relationship

Typical audience

Practitioner, Program Manager

Type of data

Basic client information

Location in Penelope

  • View All Reports > Case Service Reports

  • My Reports

Default Report Security Classes

  • All Reports

  • Intake-Mgmt

  • Clinical Worker

Criteria

  • Case Worker

  • Worker Site

  • Service Class

  • Service

  • Status (Active, Inactive, All)

Report options

Include Page Break


Service Reports

Actual Report

Item

Description

Description

  • Quantity of cart items for resolved events, number and duration of Service Events, duration of time-based cart items for resolved events, posted invoiced revenue, new clients in the period, and new clients to the organization

  • Can select the calculation and interval the data is reported on as well as breakdown the data by one or more user-defined or built-in criteria

  • Can be used with the Targets/Actuals module to compare targets against actual results or independently

Typical audience

Program Manager, QA/Report Writer

Type of data

Client, financial, or service statistical information

Location in Penelope

View All Reports > Service Reports

Default Report Security Classes

All Reports

Data

  • Target

  • Year

  • End Date (specific date)

Display Options

  • Period Interval

  • Quarter Summary

  • Actuals Prior Year Summary

  • Display (Targets Only, Actuals Only)

  • Comparison (To Targets, To Prior Year)

  • Difference

  • % Difference

  • % of Comparison

Statistics Option

  • Row (Min, Max, Median, Mean, Variance, Std Deviation)

  • Column (Min, Max, Median, Mean, Variance, Std Deviation)

  • Percentage (None, By Row, By Breakdown Total, By Breakdown Period)

Sort

  • Sort By (Alphabetical Order, Actuals, Prior Year Actuals)

  • Direction (Ascending, Descending)

Masters Service Event Status Report

Item

Description

Description

  • Displays total number of events and duration for selected or all services

  • Broken out by event status (booked, shows, no show, cancelled, and cancelled by therapist)

Typical audience

Program Manager, QA/Report Writer

Type of data

General service statistical information

Location in Penelope

  • View All Reports > Service Reports

  • Service List > Case Service

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

Criteria

  • Event date (date range)

  • Service Class

  • Service

  • Event site

Master Service Statistical Report

Item

Description

Description

  • Displays number of Service Files for a Case Service at the beginning, during, and at the end of the reporting period

  • Includes number of unique members served, events and event hours

    • Ensure that services are closed for prior periods before running report

Typical audience

Program Manager, QA/Report Writer

Type of data

General service statistical information

Location in Penelope

  • View All Reports > Service Reports

  • Service List > Case Service

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

Criteria

  • Period (date range, required)

  • Service Class

  • Service

  • Case Worker

  • Event Site

  • Presenting Participant Site

Service Billing Summary

Item

Description

Description

  • Interactive version of the Service File Account History Report

  • Displays the account summary for the Service File broken out by transaction type and status (not invoiced, invoiced, payments, etc.) for funders/payors and individuals

Typical audience

Billing personnel

Type of data

Client financial information

Location in Penelope

Service File

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

  • Clinical Worker

Service File Account History Report

Item

Description

Description

  • Displays the account summary for the Service File broken out by transaction type and status (not invoiced, invoiced, payments, etc.) for funders/payors and individuals

  • Detailed list includes all transactions with billing amounts by event date or by payor

  • Case details include Case status, opened date, household income and family size

  • Service File details include status, start and end dates, and primary worker

Typical audience

Billing personnel

Type of data

Client financial information

Location in Penelope

Service File

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

  • Clinical Worker

Report options

Subtotal By (Payor, Event)

Service File Demographic Report

Item

Description

Description

  • Displays the number of clients for Case Service(s) and tallies service members by a chosen demographic description (ex. male or female).

  • Displays these counts as a percentage of the service and as a percentage of all services' members

Typical audience

Program Manager, QA/Report Writer

Type of data

General service statistical information

Location in Penelope

  • View All Reports > Service Reports

  • Service List > Case Service

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

Criteria

  • Open During (date range)

  • Service Class

  • Service

  • Client Site

Report options

Select By (Gender, City, Zip/Postal Code, Age, Client Site)

Service File Event Members Report

Item

Description

Description

  • Lists all events within the Service File including date, time, duration (in hours), attendance, and primary worker

  • Additional details include primary worker, service participants, and start and end dates

Typical audience

Practitioner

Type of data

Basic client identifying and scheduling information

Location in Penelope

Service File

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

  • Clinical Worker

Service File Event Report

Item

Description

Description

  • Lists all events within Service File including date, time, duration (in hours), attendance, and individual fees

  • Fees displayed are the individual portion of any cart service unit at the time of running the report (whether the amounts are invoiced or not)

Typical audience

Practitioner, Billing personnel

Type of data

Basic client identifying, scheduling, and fee information

Location in Penelope

Service File

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

  • Clinical Worker

Criteria

  • Events (Only Booked, Excluded Cancelled and Re-scheduled, All)

Note: "Only Booked" displays events with the status of Booked, Show, No Show, and Late Canceled events (excluding Cancelled, Cancelled by Therapist and Re-scheduled); "All" displays all events regardless of status

Service File Participant Stats Report

Item

Description

Description

  • Displays a list of services with the number of open Cases, total Case members and individuals on the pre-enrollment list for the service along with totals across all services

Typical audience

Program Manager, QA/Report Writer

Type of data

General service statistical information

Location in Penelope

  • View All Reports > Service Reports

  • Service List > Case Service

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

Criteria

  • As of Date (specific date)

  • Service Class

  • Service

Service File Summary Report

Item

Description

Description

  • Displays Service File information including event details for events within a specified timeframe and includes options for specific individual, Case and event components

  • Particularly valuable for reviewing or printing Case/progress notes and event documents within a specific timeframe

Typical audience

Practitioner

Type of data

Detailed client contact, scheduling, and service information

Location in Penelope

  • Service File

  • Service Event

  • Services List > Case Service

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

  • Clinical Worker

Criteria

Event date (date range)

Report options

Include:

  • Intake Summary

  • Contact Information

  • Collateral Contact

  • Event History

  • Event Details

  • Event Documents

  • Referrals

Target Report

Item

Description

Description

Allows you to select specific targets your agency has created and return the "actuals" against these targets using a multitude of parameters, criteria and display options.

Typical audience

Program Manager, QA/Report Writer

Type of data

Client, financial, or service statistical information

Location in Penelope

View All Reports > Service Reports

Default Report Security Classes

All Reports

Display options

  • Period Interval

  • Quarter Summary

  • Actuals Prior Year Summary

  • Display (Actuals Only, Comparison to Prior Year)

  • Difference

  • % Difference

  • % of Comparison


Service Event Reports

Event Amount Summary Report

Item

Description

Description

  • Lists events with event ID, Case name and ID, date, duration, amount invoiced and payor

  • Also calculates total invoiced amounts with subtotals by payor (FFS, co-pay, funder)

  • Detailed option also includes the service units, service names, event type and status, and event site

Typical audience

Program Manager, Billing personnel

Type of data

Client financial, service, and scheduling information

Location in Penelope

View All Reports > Service Reports

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

Criteria

  • Event Date (date range)

  • Service Class

  • Service

  • Funder

  • Event Site

  • Event Status

  • Event Type

  • Service Unit

  • Service Unit Class

Report options

  • Sort By (Funder, Case File, Event Date)

  • Include Details

Event Billing Summary

Item

Description

Description

  • Displays the billing summary for a specific event

  • Includes invoiced fees, payments, credits, returns, recoveries, and balance

  • Prior to attendance being recorded, cart item amounts display in the Booked row; after attendance is recorded, cart item amounts display in the Invoiced row

Typical audience

Practitioner, Billing personnel

Type of data

Client financial information

Location in Penelope

Service Event

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

  • Clinical Worker

Event Details Report

Item

Description

Description

  • Displays detailed information for an event including Case ID, Case name, event title, date, time, duration, status, ID, site, event type, service, primary worker, attending members, non-attending members, resources, and service units

  • Also includes event notes, messages, and workflows

Typical audience

Practitioner

Type of data

Detailed service information

Location in Penelope

Service Event

Security Class Settings

Event Security Settings

Event Service Unit Detail Report

Item

Description

Description

  • Displays events within a specific timeframe in chronological order with event ID, Case name, Case ID, event duration, date, status and site as well as the names, units, and amounts of any service units provided

  • Detailed view includes the payor and invoiced versus non-invoiced amounts

Typical audience

Program Manager, Billing personnel

Type of data

Basic client scheduling and financial information

Location in Penelope

View All Reports > Service Reports

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

Criteria

  • Event Date (date range)

  • Event Site

  • Event Status

  • Case Worker

  • Service

  • Service Class

  • List only events without unit

Report options

Display (Summary, Detail)

Event Status Report

Item

Description

Description

  • Lists events within a selected date range

  • Includes event date, type, duration, and status

Typical audience

Practitioner, Program Manager

Type of data

Basic client detail and scheduling information

Location in Penelope

View All Reports > Service Event Reports

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

Criteria

  • Event Date (date range)

  • Service

  • Worker

  • Event Site

  • Event Status

  • Event Type

Note: Workers are not associated with "Rescheduled", "Late Cancelled" and "Cancelled" appointments. If a worker is selected, those event statuses will not be included. To view "Rescheduled", "Late Cancelled" and "Cancelled" appointments, avoid selecting a worker.

Event Status Summary Report

Item

Description

Description

  • Displays the total number of events broken out by attendance status (including percentage of events by status) for a selected timeframe

  • The "Cancel" column includes events that are marked as "Cancel" and "Canceled by therapist"

Typical audience

Program Manager, QA/Report Writer

Type of data

Service statistical information, no client-identifying information

Location in Penelope

  • View All Reports > Service Event Reports

  • My Reports

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

Criteria

  • Event Date (date range)

  • Service Class

  • Service

  • Case Worker

  • Event Site

Report options

  • Subtotal by (Primary Worker, Service, Event Site)

  • Detail On (Primary Worker, Service, Event Site)

My Event Notes Report

Item

Description

Description

  • Lists all events for all clients in the selected date range, including the Case name and ID, Service File and ID, event title, date, start time, duration, primary worker, and the individual attending clients as well as Case notes with user and time stamps.

  • The "Include Details" option displays the event site, ID, service units and quantities, and the event type and status.

Typical audience

Practitioner

Type of data

Basic client information and detailed event information

Location in Penelope

My Reports

Default Report Security Classes

  • All Reports

  • Intake-Mgmt

Criteria

  • Event Date (date range)

  • Subordinate Workers

  • Service

  • Event Site

  • Include Own Events

Report options

  • Include Event Documents

  • Include Detail


Service Unit Reports

Cart Service Unit Report

Item

Description

Description

  • Outlines all cart service units for a given period of events summarized by a service, service class, event type, event status, event site, service unit type or service unit class

  • The invoiced amount column represents the total amount invoiced (and posted) to the client for that service unit as of running the report

  • Detail Option will list out event details for each cart service unit

Typical audience

Program Manager, QA/Report Writer

Type of data

Service statistical information, no client identifying information

Location in Penelope

  • View All Reports > Service Unit Reports

  • My Reports

  • Service List > Case Service

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

Criteria

  • Event Date (date range)

  • Service Class

  • Service

  • Event Site

  • Event Status

  • Exclude Booked Events

  • Service Unit

  • Service Unit Class

Report options

  • Group and Total By Day

  • Select By (Service, Service Class, Event Type, Event Status, Event Site, Service Unit Type, Service Unit Class, Presenting Participant)

  • Display (Summary, Detail)

  • Show Funding in Detail View

  • Sort By (Service, Presenting Participant, Event Date)

Cart Service Unit Report By Worker

Item

Description

Description

  • Outlines all service units for a given period of events by the attending worker's role (primary, secondary and additional) in the event

  • Invoiced amount column represents the total amount invoiced (and posted) for that service unit as of the time the report is run

  • Detail Option will list out event details for each cart service unit

Note: Since an event can have more than one worker, the cart service units will appear for each worker in that event. This only displays workers that attended the event

Typical audience

Program Manager, QA/Report Writer

Type of data

Service statistical information , no client identifying information

Location in Penelope

  • View All Reports > Service Reports

  • My Reports

  • Service List > Case Service

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

Criteria

  • Event Date (date range)

  • Service Class

  • Service

  • Case Worker

  • Event Site

  • Event Status

  • Exclude Booked Events

  • Service Unit

  • Service Unit Class

Report options

  • Select By (Primary Worker, Additional Worker, Worker Role)

  • Display (Summary, Detail)

  • Show Funding in Detail View

  • Sort By (Service, Presenting Participant, Event Date)


Group Reports

Group Series List Report

Item

Description

Description

  • Lists the attending members of each Group as of the date specified

  • Additional details include the client's main contact number and Case ID

Typical audience

Practitioner, Program Manager

Type of data

Participant list and basic client identifying and contact information

Location in Penelope

  • View All Reports > Case Service Reports

  • Group

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

  • Clinical Worker

Criteria

  • As of Date (specific date)

  • Service Class

  • Service

  • Group

Note: If the "As of Date" field is left blank, today's date is assumed.

Group Summary

Item

Description

Description

  • Displays an event summary, a Case financial summary, or a service unit summary for group members

  • "Event Summary" lists events with duration, status, and fees displayed

  • "Case Financial Summary" lists Cases with financial information

  • "Service Unit Summary" lists serviec units assigned to the Group

Typical audience

Practitioner

Type of data

Client financial information and event scheduling information

Location in Penelope

Group page

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

  • Clinical Worker

Report options

  • Event Summary

  • Case Financial Summary

  • Service Unit Summary


Group Event Reports

Group Event Details Report

Item

Description

Description

  • Displays detailed information for a group event including group name and ID, event title, date, time, duration status, ID, site, event type, service, primary worker, attending members, non-attending members, resources, and service units

  • Also includes event notes, messages, and workflows

Typical audience

Practitioner

Type of data

Detailed service information

Location in Penelope

Service Event

Security Class Settings

Event Security Settings

Group Event Summary

Item

Description

Description

  • Displays a Case financial summary or a service unit summary for attending group event members

  • "Case Financial Summary" lists Cases with financial information

  • "Service Unit Summary" lists the service units assigned to the Group

Typical audience

Practitioner

Type of data

Client financial information and event scheduling information

Location in Penelope

Group Event

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

  • Clinical Worker

Report options

  • Case Financial Summary

  • Item Summary


Document Reports

Document Breakdown Report

Item

Description

Description

  • Displays answers to reportable questions within a document

  • Can optionally break down results by reportable build-in and user-defined questions

Note: Reportable questions include lists (built-in and custom), yes/no, numbers, and dates.

Typical audience

Program Manager, QA/Report Writer

Type of data

Document statistics

Location in Penelope

View All Reports > Document Reports

Default Report Security Classes

All Reports

Criteria

  • Period (date range, required)

  • Document

  • Include Occurrences as Sub-Document

  • Data Level

  • Report By (Date Level, Completed for Individual)

  • Breakdown

  • Data Filters (display when you choose the "Report By" option of "Data Level"; specific data filters depend on the data level chosen)

Report options

  • Include Question Types

    • Lists (Single Select)

    • Lists (Multi. Select)

    • Number

    • Yes/No

    • Date (days from doc. date)

    • Worker

    • Service (Single Select)

    • Service (Multi. Select)

    • Site

    • Assessment questions only

  • Percentages (None, Row, Column, Total)

  • Show Answers with No Response

Document Change Over Time Statistical Report

Item

Description

Description

  • Shows changes in assessment scores over time for a group of clients that completed initial and subsequent assessments within the selected time frame

  • Can be filtered by service, site and other data variables like client demographics

  • Displays a within subjects T score that can be compared against a Student's T statistical table to determine whether or not there has been statistically significant change in the client group over the selected timeframe

Typical audience

Program Manager, QA/Report Writer

Type of data

Document statistics

Location in Penelope

View All Reports > Document Reports

Default Report Security Classes

All Reports

Criteria

  • Sample Document Date (date range)

  • Document

  • Service

  • Individual Site

  • Additional Data Filter

Report options

  • Report On Difference (Closing score from initial score, Nth score from initial score)

  • Position (2nd through 10th)

Document Group Comparison Statistical Report

Item

Description

Description

  • Compares initial, final, or change from initial to closing scores for two groups of clients who have completed an Outcomes Assessment

  • Client groups selected for comparison are defined using the breakdown list and filtered to specific services and sites if desired

  • Displays a between subjects T score that can be compared against a Student's T statistical table to determine whether or not the scores for the two groups are statistically significantly different from each other

Typical audience

Program Manager, QA/Report Writer

Type of data

Document statistics

Location in Penelope

View All Reports > Document Reports

Default Report Security Classes

All Reports

Criteria

  • Sample Document Date (date range)

  • Document

  • Breakdown

  • Group 1 Value

  • Group 2 Value

  • Service

  • Individual Site

Report options

Report On State (Initial Scores, Closing Scores, Change from initial to closing)

Document Individual Statistic Report

Item

Description

Description

  • Displays an individual's score(s) from a staged document or assessment along with the mean and other descriptive statistics for a sample of client scores within a selected date range

  • Comparisons for initial scores, closing scores and the difference between initial and closing scores can be made (both sub-scores and closing scores can be compared)

  • Assessment scores (event or Service File level) and other scored documents (Service File level only) are included

Typical audience

Practitioner

Type of data

Document statistics

Location in Penelope

Service File

Default Report Security Classes

All Reports

Criteria

  • Sample Document Date (date range)

  • Compare (initial scores, closing scores, closing minus initial)

  • Document

  • Participant

Document Score Setup Report

Item

Description

Description

  • lists all scores created for a document, as well as each Scored Question and the values associated with each

Typical audience

Program Manager, Document Builder

Type of data

Document template score information

Location in Penelope

Document List > Document > Reports

Default Report Security Classes

All Reports

Criteria

Score

Outcomes Breakdown Report

Item

Description

Description

  • Displays answers to reportable questions within an Outcome Assessment

  • Can optionally break down results by reportable build-in and user-defined questions

Note: Reportable questions include lists (built-in and custom), yes/no, numbers and dates

Typical audience

Program Manager, QA/Report Writer

Type of data

Document statistics

Location in Penelope

View All Reports > Document Reports

Default Report Security Classes

All Reports

Criteria

  • Period (date range)

  • Document

  • Include Occurrences as Sub-Document

  • Data Level

  • Report By (Data Level, Completed for Individual)

  • Breakdown

  • Data Filters (display when you choose the "Report By" option of "Data Level"; specific data filters depend on the data level chosen)

Report options

  • Include Question Types

    • Lists (Single Select)

    • Lists (Multi. Select)

    • Number

    • Yes/No

    • Date (days from doc. date)

    • Worker

    • Service (Single Select)

    • Service (Multi. Select)

    • Site

    • Assessment questions only

  • Percentages (None, Row, Column, Total)

  • Show Answers with No Response

Random Client List Generation Report

Item

Description

Description

  • Generates a random list of a specified number of clients who have a closed service or a service that was closed within a specified time frame

  • Designed to be used to generate a random list of clients for follow-up purposes to monitor satisfaction and/or outcomes

  • Includes both client names and main contact numbers

Typical audience

Program Manager

Type of data

Basic client identifying information

Location in Penelope

View All Reports > Survey Reports

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

  • Clinical Worker

  • Volunteer

Criteria

  • Case Date (date range)

  • Number of Individuals

Survey Check Box Change Report

Item

Description

Description

  • Displays results of check box (including check all that apply) questions for a selected survey and question filled out within a selected timeframe (leave the date filters blank to report all time)

  • For each check box response, the report calculates the percent of respondents that had checked the box on pre, mid and post surveys where applicable and the respondent count and percent change from pre-mid, mid-post, and pre-post

Typical audience

Program Manager, QA/Report Writer

Type of data

Document statistics

Location in Penelope

View All Reports > Survey Reports

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

  • Clinical Worker

  • Volunteer

Criteria

  • Survey Date (date range)

  • Survey

  • Survey Question

Survey Point Scale Report

Item

Description

Description

  • Displays results of Likert scale or other point scale questions in a selected survey filled out within a selected timeframe (leave the date filters blank to report all time)

  • For each point scale question, the mean scores on pre, mid and post surveys are displayed where applicable along with the respondent count for each and the percent change from pre-mid, mid-post, and pre-post

Typical audience

Program Manager, QA/Report Writer

Type of data

Document statistics

Location in Penelope

View All Reports > Survey Reports

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

  • Clinical Worker

  • Volunteer

Criteria

  • Survey Date (date range)

  • Survey


ORS/SRS Reports

ORS Measures Client Lists with Flags Report

Item

Description

Description

  • Displays a list of clients that have completed at least one initial and one progress ORS assessment with their initial ORS score, the last ORS score and the raw change between the initial and last scores

  • Color-coded zones for the last score represent color-coded zones provided by the OpenFIT algorithms that indicate whether a client's service outcomes are on track (green), need monitoring (yellow) or need a follow-up (red)

Typical audience

Practitioner, Program Manager, QA/Report Writer

Type of data

Client identifying information and ORS document statistics

Location in Penelope

  • View All Reports > ORS/SRS Reports

  • My Reports

Default Report Security Classes

N/A - must be manually enabled after ORS/SRS license key is installed

Criteria

  • Service File Open As of Date (specific date)

  • Worker

  • Include Subordinates

  • Service

  • Service Class

ORS Measures Rolling Average Report

Item

Description

Description

  • Displays statistics about the average changes in ORS scores within a selected timeframe

  • Data for clients will be included if they have at least one event within the selected date range, an initial ORS score, and at least one Progress ORS score that falls either before or within the selected date range

Typical audience

Program Manager, QA/Report Writer

Type of data

ORS document statistics

Location in Penelope

View All Reports > ORS/SRS Reports

Default Report Security Classes

N/A - must be manually enabled after ORS/SRS license key is installed

Criteria

  • Event Date (date range)

  • Worker

  • Include Subordinates

  • Service

  • Service Class

Report options

  • Categorize by (open and closed Service File, Initial Score Distress Level)

  • Group by (Case Service, Primary Worker of Service File, Main Presenting Issue)

  • Subgroup by (Case Service, Primary Worker of Service File, Main Presenting Issue, None)

ORS Measures Self Audit Report

Item

Description

Description

  • Assists practitioners and their supervisors in ensuring that the ORS/SRS assessments are completed for each appointment

  • Practitioners are considered "on-track" (coded as green) by completing initial ORS and SRS assessments at least 95% of the time within initial service appointments and if they complete Progress ORS and SRS assessments at least 90% of the time in subsequent appointments

  • Number of assessments completed and the proportion of events with assessments are displayed along with the zone (color code) indicating whether the proportion is on track (green), needs monitoring (yellow) or needs follow-up (red)

  • If a client attends appointments within a service in which the ORS or SRS should not be completed (ex. if the frequency of appointments is greater than the recommended frequency of assessment administration), then the proportion may be clinically appropriate but in a yellow or red zone in the report

Typical audience

Program Manager, QA/Report Writer

Type of data

ORS document statistics

Location in Penelope

  • View All Reports > ORS/SRS Reports

  • My Reports

Default Report Security Classes

N/A - must be manually enabled after ORS/SRS license key is installed

Criteria

  • Event Date (date range)

  • Worker

  • Include Subordinates

  • Service

  • Service Class


Funder Reports

Account Aging List Report

Item

Description

Description

For a specified timeframe, lists funders that have amounts owing including the current balance and aging period (30-59 days, 60-89 days, 90+ days)

Typical audience

Billing personnel

Type of data

Funder financial information and (optionally) client service information

Location in Penelope

View All Reports > Funder Reports

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

Criteria

  • As of Date (specific date)

  • Site

  • Service

  • Service Class

  • Statement Cycle

  • Funder

  • Funder Type

  • Funder Type 2 (user-defined dropdown)

Report options

  • Level of Detail (Account Summary, Financial Document, Line-Description, Include Event, Include Event and Case Information)

  • Report By (All, Site, Service, Service Class)

  • Display (Total, Days Outstanding)

Note: The "Level of Detail" options are listed in order of least to most detail. Choosing an option from this list includes the detail specified in the previous option. For example, "Line/Description" also includes "Account Summary" and "Financial Document" details.

Account Statement As Of

Item

Description

Description

  • Displays a list of all transactions with amounts and the balance as of a specified date

  • Can be run for a specific funder, funders billed on a specific statement cycle, funders of a specific type (including a user-defined category) or all funders

  • Can also include transactions only funders with a balance above a specified amount

  • Each funder's record is reported on separately; criteria are cumulative

Typical audience

Billing personnel

Type of data

Funder financial information

Location in Penelope

  • View All Reports > Funder Reports

  • Funder Profile

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

Criteria

  • As of Date (specific date)

  • Statement Cycle

  • Funder

  • Funder Type

  • Funder Type 2 (user-defined dropdown)

  • Balance Above

Account Statement For

Item

Description

Description

  • Displays a list of all transactions with amounts and the balance as of a specified date

  • Can be run for a specific funder, funders billed on a specific statement cycle, funders of a specific type (including a user-defined category) or all funders

  • Can also include transactions only funders with a balance above a specified amount

  • Each funder's record is reported on separately; criteria are cumulative

Typical audience

Billing personnel

Type of data

Funder financial information

Location in Penelope

  • View All Reports > Funder Reports

  • Funder Profile

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

Criteria

  • Transaction Date (date range, required)

  • Statement Cycle

  • Funder

  • Funder Type

  • Funder Type 2 (user-defined dropdown)

  • Balance Above

EAP Utilization Report

Item

Description

Description

  • Displays utilization information for EAP contracts for active, new, re-opened and closed Cases

  • Also lists all services (including EAP Case Services) used by service category with total hours/units of service

Note: Services are associated with a funder through billing.

Typical audience

Billing personnel

Type of data

Funder financial information

Location in Penelope

View All Reports > Funder Reports

Default Report Security Classes

All Reports

Criteria

  • Event Date (date range)

  • Statement Cycle

  • Funder

Report options

  • Include Line Details

  • Display statistics as graphs

  • Presenting Issue

  • Problem Area

  • Include Utilization Rate

Funder Collateral Contact List Report

Item

Description

Description

Displays all Collateral Contact information for funders including name, contact methods, and address

Typical audience

Billing personnel

Type of data

Funder contact information

Location in Penelope

  • View All Reports > Funder Reports

  • Funder Profile

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

  • Clinical Worker

Criteria

  • Date added (date range)

  • Funder

Report options

  • Include Line Details

  • Display statistics as graphs

  • Presenting Issue

  • Problem Area

  • Include Utilization Rate

Funder Contact List Report

Item

Description

Description

  • Displays one or more funders that were added to Penelope within the selected timeframe with contact details including telephone number and address

  • Can list all funders or funders of a specific type (including a user-defined category)

Typical audience

Billing personnel

Type of data

Funder contact information

Location in Penelope

  • View All Reports > Funder Reports

  • Funder Profile

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

  • Clinical Worker

Criteria

  • Date added (date range)

  • Funder

Funder Demographics Report

Item

Description

Description

  • Summarizes individual demographics by funder

  • Al unique individuals who had an event in the specific date range that was covered by funding will be included

  • Optional service and service class parameters can be used to further refine the results by only including members of that service of service class

Typical audience

Billing personnel, Program Manager

Type of data

Funder statistical information

Location in Penelope

  • View All Reports > Funder Reports

  • Funder Profile

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

Criteria

  • Event Date (date range)

  • Funder

  • Service Class

  • Service

Report options

  • Select by

  • Include records with no data

  • Include chart

Funder Event Summary Report

Item

Description

Description

  • Provides statistical information on events where a funder is connected to those events (through billing)

  • Tallies events, their duration, and program members breaking out initial and return appointments (per service) where the funder is involved

  • Provides statistical information on service units (by unit of measurement) and demographics (by gender and relationship)

  • Optional detail sections displays various levels of complimentary information for appointments and service members

Typical audience

Billing personnel, Program Manager

Type of data

Funder statistical information

Location in Penelope

  • View All Reports > Funder Reports

  • Funder Profile

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

Criteria

  • Event Date (date range)

  • Funder

  • Funder Type

  • Funder Type 2 (user-defined dropdown)

Report options

  • Event Detail (None, Initial, All)

  • Service Member Detail (none, Initial, All)

Funder Event Type Statistical Report

Item

Description

Description

  • Provides statistical information on events where a funder is connected to those events (through billing)

  • Tallies events in a matrix on event type and event status

  • Tallies events and service members breaking out any initial and return appointments (per program) where the funder is involved

  • Optional detail sections displays various levels of additional information for initial appointments, all appointments or service members

Typical audience

Billing personnel, Program Manager

Type of data

Funder financial information

Location in Penelope

  • View All Reports > Funder Reports

  • Funder Profile

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

Criteria

  • Event Date (date range)

  • Funder

  • Funder Type

  • Funder Type 2 (user-defined dropdown)

Report options

Include (No Details, Initial Events, All Events, All Members)

Funder Presenting Issues Report

Item

Description

Description

  • Tallies the occurrences of each presenting issue by funder where they are connected to those events through billing

  • Event date range limits records to only include clients that have an event during that period (includes any event status, including booked)

  • Optional detail section lists out initial appointments (per program) where the funder is involved and the relating presenting issues

Typical audience

Billing personnel, Program Manager

Type of data

Funder financial information

Location in Penelope

  • View All Reports > Funder Reports

  • Funder Profile

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

Criteria

  • Event Date (date range)

  • Funder

  • Funder Type

  • Funder Type 2 (user-defined dropdown)

Report options

  • Display (Summary, Detail)

  • Presenting Issue For (Case Intake, Service Members, Presenting Client)

  • Report On (Specific Issues, Issue Group)

Outstanding Detail Report

Item

Description

Description

  • Lists outstanding invoices, debits and receipts as of a selected date sorted by one of several options:

    • Transaction number and date

    • Service unit name

    • Quantity and amount as well as the balance and days O/S are displayed, with subtotals for each transaction type and a total outstanding balance

Typical audience

Billing personnel, Program Manager

Type of data

Funder financial information

Location in Penelope

Funder Profile

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

Criteria

As of Date (specific date)

Report options

  • Show Event Details

  • Sort By (Days Outstanding, Balance, Presenting Client, Event Date, Event Site)

Outstanding Funder Report

Item

Description

Description

  • Displays outstanding items (i.e. those with a non-zero balance) on invoices created for funders

  • Displays invoice no., invoice date, funder name, Service Unit, total, and balance

  • Each line item description includes event type, event date, primary worker name, policy holder and number, presenting client name and date of birth

Note: Presenting client = primary member of the Service File

Typical audience

Billing personnel, Program Manager

Type of data

Funder financial information

Location in Penelope

View All Reports > Funder Reports

Default Report Security Classes

All Reports

Criteria

  • Invoice Date (date range)

  • Funder

  • Service

  • Event Site

  • Policy Type

Report options

  • Exclude Partially Applied Line Items

  • Sort By (Funder, Invoice Date, Presenting Client)


Billing Reports

Account Summary Report

Item

Description

Description

Displays a list of credit and debit items that make up the closing balance for all funders and all individuals for a billing period

Typical audience

Billing personnel

Type of data

Agency financial information

Location in Penelope

View All Reports > Billing Reports

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

Criteria

Transaction Date (date range)

Report options

Report On (All, By Site)

All Receipts/Credit Note List Report

Item

Description

Description

  • Displays all payment receipts and credit notes within a specified date range including receipt number, payor and cheque number (where applicable), payment type or credit reason, transaction date, the worker that created the transaction, the amount and any unapplied portions

  • Can be filtered to a specific receipt type, credit reason or the worker that created the receipt or to those receipts with unapplied amounts

  • Can also be filtered to receipts/credits from clients or funders and subtotaled by reason if desired

Typical audience

Billing personnel

Type of data

Client and funder financial information

Location in Penelope

View All Reports > Billing Reports

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

Criteria

  • Credit Date (date range)

  • Receipt Type

  • Receipt Created By

  • Reason

  • Only Unapplied

  • Report on (All, Clients Funders)

Report options

Subtotal (No Subtotal, By Reason)

Applied Receipts/Credit Detail

Item

Description

Description

  • Displays applied and partially applied receipts and credits with details including receipt type, receipt site, payor, service unit description, receipt date, cheque no. (if applicable), unit quantity and applied and unapplied amounts

  • Multiple filters are available and the report can be subtotaled by site

Typical audience

Billing personnel

Type of data

Client and funder financial information

Location in Penelope

View All Reports > Billing Reports

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

Criteria

  • Transaction Date (date range)

  • Include (Client, Funder, Both)

  • Receipt Type

  • Reason

  • Receipt Created By

Report options

Report On (All, By Site)

Batch List

Item

Description

Description

  • Lists each invoice included in a batch including the invoice number, payor, and invoice date

  • Each invoice section lists the events that make up that invoice with detailed information including service, service unit, primary worker, policy, etc.

Typical audience

Billing personnel

Type of data

Client identifying, service, and financial information; funder financial information

Location in Penelope

Batch page

Security Class Setting

Billing Information Security Settings > Deny access to Batch Invoicing

Booked Appointments Of The Past Report

Item

Description

Description

Lists all appointments that were scheduled up to (and including) the "As Of Date" but are still marked as booked

Typical audience

Billing personnel

Type of data

Client service information

Location in Penelope

View All Reports > Billing Reports

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

Criteria

As of Date (specific date)

Cart Item Amounts Report

Item

Description

Description

  • Counts and totals service units by attending worker; cart items are service units added to the cart as part of Service Events

  • Displays Worker Name, Event ID, Event Date and Time, Worker Role in Event (ex. Primary or Other), Payor (will show as 'Client' or with actual Funder Name; zero-dollar items will show as 'No billing'), Event Site, Case ID, Service Unit Name, Quantity (of service units added to cart), Invoiced Amount and Fully Applied Date (ex. date payment was fully applied against invoice)

  • Includes option to export as a CSV file; if checked, you will be able to save the report in CSV format to view in Excel, OpenOffice or similar applications

Typical audience

Billing personnel

Type of data

Event and financial information (no client detail displayed)

Location in Penelope

View All Reports > Billing Reports

Default Report Security Classes

All Reports

Criteria

  • Event Date (date range)

  • Service Class

  • Service

  • Event Site

  • Event Status

  • Statement Cycle

  • Funder

  • Service Unit

  • Service Unit Class

  • Attending Worker

  • Fully Applied Date (date range)

  • Only include Fully Applied

Report options

Export as CSV file

Claim

Item

Description

Description

  • Lists each claim included in a batch including the claim number, payor and date.

  • Each claim section lists the events that make up that invoice with detailed information including service, service unit, policy number, etc.

Note: While Case ID is included, client names do not display in this report

Typical audience

Billing personnel

Type of data

Client identifying, service, and financial information; funder financial information

Location in Penelope

Batch page

Security Class Setting

Billing Information Security Settings > Deny access to Batch invoicing

CMS 1500

Item

Description

Description

Displays the data to be printed on the CSM 1500 Health Insurance Claim form

Typical audience

Billing personnel

Type of data

Client identifying, service and financial information; funder financial information

Location in Penelope

Batch page

Security Class Setting

Billing Information Security Settings > Deny access to Batch Invoicing

CMS 1500 Preview/CMS LIST Report

Item

Description

Description

Displays a preview of the data to be printed on the CSM 1500 Health Insurance Claim form

Typical audience

Billing personnel

Type of data

Client identifying, service and financial information; funder financial information

Location in Penelope

Batch page

Security Class Setting

Billing Information Security Settings > Deny access to Batch Invoicing

Credit

Item

Description

Description

Prints a credit receipt

Typical audience

Billing personnel

Type of data

Client identifying, service and financial information; funder financial information

Location in Penelope

Credit page

Security Class Setting

  • Billing Information Security Settings > Allow access to Individual Account Information

  • Funder Security Settings > Deny Access to Funder

Daily Bank Deposit Report

Item

Description

Description

  • Lists all payments included in a bank deposit for a given timeframe

  • Can filter by bank account and site and optionally include payments and deposit subtotals

Typical audience

Billing personnel

Type of data

Client and funder financial information

Location in Penelope

  • View All Reports > Billing Reports

  • Deposit page

Default Report Security Classes

All Reports

Criteria

  • Deposit Date (date range)

  • Bank Account

  • Deposit Site

Note: When printed from the Deposit page, the Criteria are pre-filtered

Report options

  • Include Payments

  • Include Deposit Subtotals

Note: When printed from the Deposit page, the Report options are pre-filtered

Debit

Item

Description

Description

Prints a debit receipt

Typical audience

Billing personnel

Type of data

Client identifying, service and financial information; funder financial information

Location in Penelope

Debit page

Security Class Setting

  • Billing Information Security Settings > Allow access to Individual Account Information

  • Funder Security Settings > Deny Access to Funder

Debit Applied Detail Report

Item

Description

Description

Lists payments applied to a debit charge, including the date and amount of payment

Typical audience

Billing personnel

Type of data

Client identifying, service and financial information; funder financial information

Location in Penelope

Debit page

Security Class Setting

  • Billing Information Security Settings > Allow access to Individual Account Information

  • Funder Security Settings > Deny Access to Funder

Debit Detail With Taxes Report

Item

Description

Description

Lists debits along with taxable amounts for a specified date range, including the debit ID, payor, reason, and date

Typical audience

Billing personnel

Type of data

Client identifying and financial information; funder financial information

Location in Penelope

View All Reports > Billing Reports

Default Report Security Classes

All Reports

Criteria

  • Date (date range)

  • Include (Client, Funder, Both)

Report options

  • Sort By (Reason, Payor, Date)

  • Display (Summary, Detail)

Debit Note List Report

Item

Description

Description

  • Lists Debit notes for a selected timeframe with options to filter by reason, payor or the worker the note was created by

  • Can also display all debit notes, subtotaled by debit reason

Typical audience

Billing personnel

Type of data

Client identifying and financial information; funder financial information

Location in Penelope

View All Reports > Billing Reports

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

Criteria

  • Transaction Date (date range)

  • Include (Client, Funder, Both)

  • Debit Note Reason

  • Debit Note Created By

Report options

Subtotal (No Subtotal, By Reason)

EOB Detailed Report

Item

Description

Description

Displays all EOB entries, within the specified timeframe, including the specific details of each EOB

Typical audience

Billing personnel

Type of data

Client and funder identifying and financial information

Location in Penelope

View All Reports > Billing Reports

Default Report Security Classes

All Reports

Criteria

  • EOB Check Date (date range)

  • Funder

Invoice

Item

Description

Description

Prints an invoice

Typical audience

Billing personnel

Type of data

Client identifying, service, and financial information; funder financial information

Location in Penelope

  • Invoice page

  • Batch page

Security Class Setting

  • Billing Information Security Settings > Allow access to Individual Account Information

  • Event Security Settings

Invoice Preview

Item

Description

Description

Prints a preview of an invoice; an Invoice Preview is considered an invoice part of an unposted batch and is denoted by a "Preview Only" watermark

Typical audience

Billing personnel

Type of data

Client identifying, service, and financial information; funder financial information

Location in Penelope

  • Invoice page

  • Batch page

Security Class Setting

  • Billing Information Security Settings > Allow access to Individual Account Information

  • Event Security Settings

Invoice Applied Detail Report

Item

Description

Description

Lists payments applied to an invoice, including the date and amount of payment

Typical audience

Billing personnel

Type of data

Client identifying, service, and financial information; funder financial information

Location in Penelope

Invoice page

Default Report Security Classes

All Reports

Invoice Details Report

Item

Description

Description

  • Displays invoices with the following:

    • invoice date and number

    • date and ID

    • Service Unit name

    • payor

    • Case name and ID

    • event date and ID

    • amounts and balances for each service unit with totals per invoice

Typical audience

Billing personnel

Type of data

Client identifying and financial information; funder financial information

Location in Penelope

View All Reports > Billing Reports

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

Criteria

  • Invoice Date (date range)

  • Include (Client, Funder, Both)

  • Event Site

  • Service Unit

  • Service Unit Class

  • Service Class

  • Service

Report options

Subtotal (By Date, By Payor, By Site)

Invoiced Detail With Taxes Report

Item

Description

Description

  • Lists taxed services by invoice with invoice number and date, sales tax, payor, service unit amount and tax amount ($) as well as unit quantity and total invoiced amount

  • Detailed option includes the Case name and ID and the event date and ID

Typical audience

Billing personnel

Type of data

Client identifying and financial information; funder financial information

Location in Penelope

View All Reports > Billing Reports

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

Criteria

  • Invoice Date (date range)

  • Include (Client, Funder, Both)

Report options

  • Sort By (Service Unit, Payor, Date, Case Service, Site, Site then Case Service)

  • Display (Summary, Detail)

Invoiced Service Units List Report

Item

Description

Description

  • Lists invoiced service units by invoice number with service unit details including name, code and quantity and other invoice details including payor, event date and ID and invoice date, amount and balance

Typical audience

Billing personnel

Type of data

Client identifying and financial information; funder financial information

Location in Penelope

View All Reports > Billing Reports

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

Criteria

  • Invoice Date (date range)

  • Include (Client, Funder, Both)

  • Event Site

  • Service Unit

  • Service Unit Class

No-Invoiced Service Units Report

Item

Description

Description

Lists all non-invoiced service units up to (and including) the "As Of Date"

Typical audience

Billing personnel

Type of data

Client identifying, service, and financial information; funder financial information

Location in Penelope

View All Reports > Billing Reports

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

Criteria

  • As of Date (specific date)

  • Event Site

  • Exclude Booked Events

  • Exclude Show Events

Non-Posted Invoices Report

Item

Description

Description

Lists invoices generated using the Batch Invoicing feature that have not been posted, including the Batch ID, name, invoice number and date, and Payor

Typical audience

Billing personnel

Type of data

Client identifying, service and financial information; funder financial information

Location in Penelope

View All Reports > Billing Reports

Default Report Security Classes

All Reports

Receipt/Credit Applied Detail Report

Item

Description

Description

Lists payments and/or credits applied to an invoice, including the date and amount of payment

Typical audience

Billing personnel

Type of data

Client identifying, service and financial information; funder financial information

Location in Penelope

View All Reports > Billing Reports

Default Report Security Classes

All Reports

Service Unit Adjustment Report

Item

Description

Description

  • Displays adjustments tracked either through the fee override (for FFS services) or through the event line item (for funder, co-pay or FFS amounts)

  • Adjustment category, service unit name, Case name and ID, event date and ID, payor, invoice date and number, adjustment reason and event date are displayed as well as the adjustment amount

Typical audience

Billing personnel

Type of data

Client identifying, service and financial information; funder financial information

Location in Penelope

View All Reports > Billing Reports

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

Criteria

  • Invoice Date (date range)

  • Include (Client, Funder, Both)

  • Adjustment Category

  • Adjustment Reason

  • Event Site

  • Service Unit

  • Service Unit Class

Report options

Subtotal on (Category, Reason, Site)

Tax Amounts Report

Item

Description

Description

  • Lists taxed services by invoice with invoice number and date, sales tax, payor, service unit amount and tax amount ($)

  • Detailed option includes the Case name and ID and event date and ID

Typical audience

Billing personnel

Type of data

Client identifying, service and financial information; funder financial information

Location in Penelope

View All Reports > Billing Reports

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

Criteria

  • Invoice Date (date range)

  • Include (Client, Funder, Both)

  • Tax rate

Report options

  • Sort By (Service Unit, Payor, Date)

  • Display (Summary, Detail)


Policy Reports

Coverage Expiration List Report

Item

Description

Description

  • Lists out all coverages which explicitly carry a limit for the selected criteria (ex. unit, amount, day) and have a remainder which falls within the selected maximum target range(s) (0-selected value)

  • To find all expired coverages (all of which will carry at least one specific limit), select all three criteria with any value above zero

  • Cannot list coverages which do not carry any explicit limit at all

Typical audience

Billing personnel

Type of data

Client identifying, service and financial information; funder financial information

Location in Penelope

  • View All Reports > Policy Reports

  • Funder page

  • Public Policy page

  • Group Policy page

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

  • Clinical Worker

Criteria

  • Funder

  • Funder Type

  • Funder Type 2

  • Policy Class

  • Policy Type

  • Public Policy

  • Maximum Units Remaining

  • Maximum Amount Remaining

  • Maximum Days Remaining

Group Policy Roster Report

Item

Description

Description

  • Lists policy members of group policies by funder, displaying total number of members per group policy and per funder

  • Date filter will be applied on group policies

Typical audience

Billing personnel

Type of data

Client identifying, service and financial information; funder financial information

Location in Penelope

  • View All Reports > Policy Reports

  • Funder page

  • Group Policy page

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

  • Clinical Worker

Criteria

  • Added Date (date range)

  • Funder

  • Funder Type

  • Funder Type 2

  • Group Policy

  • Policy Type

  • Policy Status (Active, Inactive, All)

  • Member Status (Active, Inactive, All)

Group Policy Setup Report

Item

Description

Description

Displays the policy setup information according to the criteria selected including funder name, ID and status, policy type and all coverage information including service units covered with rates

Typical audience

Billing personnel

Type of data

Client identifying, service and financial information; funder financial information

Location in Penelope

  • View All Reports > Policy Reports

  • Funder page

  • Group Policy page

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

  • Clinical Worker

Criteria

  • Policy Added (date range)

  • Funder

  • Funder Type

  • Funder Type 2

  • Group Policy

  • Policy Type

  • Status (Active, Inactive)

Individual Policy Report

Item

Description

Description

  • Displays an individual's policy setup including all services and coverage rates and terms for each policy

  • When run from the View All Reports screen, the setup information for multiple individuals is displayed for policies added within a specified date range based on the selected criteria

Typical audience

Billing personnel

Type of data

Client identifying, service and financial information; funder financial information

Location in Penelope

  • View All Reports > Policy Reports

  • Individual Profile

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

  • Clinical Worker

Criteria

  • Added Date (date range)

  • Funder

  • Policy Class

  • Policy Type

  • Individual

  • Policy Status (Active, Inactive)

Policy Coverage Use Report

Item

Description

Description

  • Displays an individual's policy information including any coverage limits, used coverage and remaining coverage as of today for policies added within a specified time period

  • Detail option includes event dates and billing information for services used

  • When running from View All Reports page, policy usage for multiple individuals can be displayed according to the criteria selected

Typical audience

Billing personnel

Type of data

Client identifying, service and financial information; funder financial information

Location in Penelope

  • View All Reports > Policy Reports

  • Individual Profile

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

  • Clinical Worker

Criteria

  • Added Date (date range)

  • Funder

  • Policy Class

  • Policy Type

  • Individual

  • Policy Status (Active, Inactive)

Public Policy Roster Report

Item

Description

Description

  • Lists policy members of public policies by funder; displaying the total number of members per public policy and per funder

  • Date filter will be applied on public policies

Typical audience

Billing personnel

Type of data

Client identifying, service and financial information; funder financial information

Location in Penelope

  • View All Reports > Policy Reports

  • Funder page

  • Public Policy page

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

  • Clinical Worker

Criteria

  • Added Date (date range)

  • Effective As of Date (specific date)

  • Include Coverages without Date Limit

  • Funder

  • Funder Type

  • Funder Type 2

  • Public Policy

  • Policy Type

  • Policy Status (Active, Inactive, All)

  • Member Status (Active, Inactive, All)

Public Policy Setup Report

Item

Description

Description

Displays the policy setup information according to the criteria selected including funder name, ID, policy status and category and all coverage information including service units covered with rates

Typical audience

Billing personnel

Type of data

Client identifying, service and financial information; funder financial information

Location in Penelope

  • View All Reports > Policy Reports

  • Funder page

  • Public Policy page

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

  • Clinical Worker

Criteria

  • Policy Added (date range)

  • Funder

  • Funder Type

  • Funder Type 2

  • Public Policy

  • Policy Category

  • Status (Active, Inactive)

Unit Coverage Use Report

Item

Description

Description

  • Displays an individual's policy information including any coverage unit limits, used coverage and remaining coverage as of today for policies added within a specified time period

  • Detail option includes event dates and unit quantity information for services used

  • When running from View All Reports page, policy unit usage for multiple individuals can be displayed according to the criteria selected

Typical audience

Billing personnel

Type of data

Client identifying, service and financial information; funder financial information

Location in Penelope

  • View All Reports > Policy Reports

  • Individual Profile

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

  • Clinical Worker

Criteria

  • Added Date (date range)

  • Funder

  • Policy Class

  • Policy Type

  • Individual

  • Policy Status (Active, Inactive)

Report options

Display (Summary, Detail)


Worker Reports

Direct Hours Percentage Report

Item

Description

Description

Displays data for hours logged and services provided by each worker for the specified time period:

  • Events: count of all Indirect and Service/Group Events during the period

  • Open Services: count of existing Service Files at the beginning of period

  • New Services: count of new Service Files opened during the period

  • Service Files Served: sum of Open Services and New Services totals

  • Direct Hours: total hours logged in Service and Group Events where event attendance = "Show" during period

  • Indirect Hours: total hours logged in Indirect Events during the period

  • Total Hours: sum of Direct Hours and Indirect Hours totals

  • % Direct: percentage representation of Direct Hours from Total Hours

Typical audience

Program Manager

Type of data

Worker scheduling statistics

Location in Penelope

View All Reports > Worker Reports

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

Criteria

  • Period (date range)

  • Service

  • Service Class

  • Case Worker

  • Worker Site

  • Worker Status (Active Inactive, All)

  • Clinician (All, Accepting New Clients, Not Accepting New Clients)

  • Assigned Service(s)

Human Resources Report

Item

Description

Description

Lists the number of hours spent in Service Events (excluding Group Events), Informal Series Events, Indirect Events for each worker irrespective of event status

Typical audience

Program Manager

Type of data

Worker scheduling statistics

Location in Penelope

View All Reports > Worker Reports

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

Criteria

  • Event Date (date range)

  • Worker

  • Status (Active, Inactive, All)

  • User Level

  • Worker Site

Presenting Issues Report

Item

Description

Description

  • Displays the number of instances of Service File-level Presenting Issues by worker and their percent representation for that worker

  • All three presenting issue fields at the Service File level are pooled so the percentage represents instances of the issue and not clients

Typical audience

Program Manager

Type of data

Worker statistical information

Location in Penelope

View All Reports > Worker Reports

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

  • Clinical Worker

  • Volunteer

  • System Administrator

Criteria

  • Period (date range)

  • Service Class

  • Service

  • Case Worker

Worker List Report

Item

Description

Description

Lists workers by name with details depending on the option selected:

  • Contact: Title, user group (ex. Intake-Mgmt, Admin-Exec, etc.) worker site, telephone numbers and email addresses

  • Addresses: Title, telephone number, and address information

  • Language: User group and languages 1-3

  • Login ID: Status, user group, Login ID, date last changed

  • Services and qualifications: Title, user group, accepting new clients (y/n), qualifications, list of assigned services

Typical audience

Program Manager, System Administrator

Type of data

Worker identifying information

Location in Penelope

View All Reports > Worker Reports

Default Report Security Classes

  • All Reports

  • System Administration

Criteria

  • Date Added (date range)

  • Worker

  • Status (Active, Inactive, All)

  • User Level

  • Worker Site

Report options

Report On (Contact, Address, Language, Login ID, Services and Qualifications)


Schedule Reports

Indirect Event Report

Item

Description

Description

Displays a list of all indirect events during the selected time frame, including total of attendees and hours by indirect event type

Typical audience

Program Manager

Type of data

Worker identifying information

Location in Penelope

  • View All Reports > Schedule Reports

  • My Reports

Default Report Security Classes

All Reports

Criteria

  • Event Date (date range)

  • Worker

  • Individual

  • Specific Resource

  • Event Site

  • Event Type

  • Attending Only

Report options

Display Attending List

Individual Check-In Report

Item

Description

Description

  • Can be used as a schedule for staff that cannot access the system

  • Displays a list of events with details including:

    • event category (Case, informal, indirect)

    • event type

    • Case event type and ID

    • Case name and ID

    • event date, start time, and duration

    • event status and service name

    • client and worker participants

Typical audience

Program Manager

Type of data

Worker and client identifying information

Location in Penelope

  • View All Reports > Schedule Reports

  • My Reports

Default Report Security Classes

  • All Reports

  • Intake-Mgmt

  • Clinical Worker

Criteria

  • Event Date (date range)

  • Case Worker

  • Event Site

  • Worker Category

  • Event Category

Report options

Include Primary Contact

Intake Availability Times Report

Item

Description

Description

Lists information on intake availability dates and times with strokes indicating filled times; "Types" are user-defined when setting up an Intake Availability Time

Typical audience

Program Manager

Type of data

Worker identifying information

Location in Penelope

  • View All Reports > Schedule Reports

  • My Reports

Default Report Security Classes

  • All Reports

  • Intake-Mgmt

  • Clinical Worker

Worker Availability Report

Item

Description

Description

Lists worker availability times including the date, type of availability, site, from/to times, free from/to times, and total free hours as of the time the report is run

Typical audience

Program Manager

Type of data

Worker identifying information

Location in Penelope

  • View All Reports > Schedule Reports

  • My Reports

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

Criteria

  • Schedule Date (date range, required)

  • Worker

  • Worker Site

  • Availability Site

  • Availability Type

  • Worker Category

  • Worker

Report options

Report On (Worker, Date)

Worker Day Sheet Report

Item

Description

Description

  • Lists all scheduled events for a specific date and worker, displaying broad range of event information as well as coverage usages and limits for billing purposes

  • If no specific date is selected, the report will assume today's date

Typical audience

Program Manager

Type of data

Worker, client, event location and funder identifying information

Location in Penelope

  • View All Reports > Schedule Reports

  • My Reports

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

Criteria

  • Event Date (date range)

  • Worker

  • Worker Site

Report options

  • Include Coverage Information

  • Include Safety Concern Display


Anonymous Service Reports

Anonymous Service Category Report

Item

Description

Description

  • Tallies the quantities of anonymous service category types (minutes, attendees, etc.) within the selected timeframe

  • Detailed report includes anonymous service details such as date logged, logged by, worker providing the service, and referred to field if applicable

Typical audience

Program Manager

Type of data

Anonymous service data

Location in Penelope

View All Reports > Schedule Reports

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

Criteria

  • Added Date (date range)

  • Anonymous Service

  • Worker

Report options

  • Include Details

  • Sort By (Anonymous Service, Worker, User-defined list)

Anonymous Service History Report

Item

Description

Description

Lists all anonymous service details with options to filter to services logged within a specific timeframe or services of a specific type

Typical audience

Program Manager

Type of data

Anonymous service data

Location in Penelope

View All Reports > Schedule Reports

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

Criteria

  • Added Date (date range)

  • Anonymous Service


Informal Series Reports

Informal Event Attendance

Item

Description

Description

Displays attendance at Informal Event

Typical audience

Practitioner, Program Manager

Type of data

Client identifying information

Location in Penelope

Informal Event page

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

  • Clinical Worker

  • Volunteer

Informal Series Participation Report

Item

Description

Description

Provides information on informal service series, events and attending members, workers, and booked resources

Note: Only series with events will be displayed.

Typical audience

Practitioner, Program Manager

Type of data

Client identifying and service information

Location in Penelope

  • View All Reports > Informal Reports

  • Individual Profile

  • Informal Series

  • Informal Event

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

  • Clinical Worker

  • Volunteer

Criteria

  • Series running as of (specific date)

  • Event Date (date range)

  • Informal Service

  • Informal Series

  • Worker

  • Status (Open, Closed)

Report options

Include Notes


Pre-enrollment Reports

Pre-enrollment list Report

Item

Description

Description

Displays all pre-enrollment entries as of a certain date or added within a date range with the following details:

  • date added

  • days on the list

  • client name

  • service if assigned

  • reason and cancellation reason if applicable

  • priority

Typical audience

Practitioner, Program Manager, Administrator

Type of data

Client identifying and service information

Location in Penelope

  • View All Reports > Pre-Enrollment Reports

  • Informal Service

  • Case Service

Default Report Security Classes

  • All Reports

  • Admin-Exec

  • Intake-Mgmt

Criteria

  • As of Date (specific date)

  • Service

  • Group

  • Informal Series

  • Pre-Enrollment Reason

  • Case Worker

Report options

  • Report On (List as of a certain date, entries added during the period)

  • Sort By (Date, Reason Cancelation Reason, Service)

  • Include Comments


NDIS

NDIS Claim Preview Report

Item

Description

Description

Provides a summary of information for selected NDIS claim lines to preview for accuracy prior to generating a claim

Typical audience

Practitioner, Program Manager

Type of data

Client identifying and service information

Location in Penelope

NDIS Submission List > Ready tab > Preview button

Default Report Security Classes

All Reports

NDIS Claim Summary Report

Item

Description

Description

Provides a summary of information for NDIS claim lines as they have been generated in an NDIS file

Typical audience

Practitioner, Program Manager

Type of data

Client identifying and service information

Location in Penelope

NDIS File page

Default Report Security Classes

All Reports

NDIS Client Summary Report

Item

Description

Description

Lists NDIS Service Units used for an individual within a specified time frame, whether they are self-managed--that is, billed to other individuals/third party (still FFS), or to NDIS funder(s)--that is, covered under NDIS Policies.

Typical audience

Practitioner, Program Manager

Type of data

Client identifying and service information

Location in Penelope

View All Reports > NDIS Reports

Default Report Security Classes

All Reports

Criteria

  • Event Date (date range)

  • Service

  • Event Site

  • NDIS Service Unit

  • Payor (NDIS Coverage, Self-Managed, All)

  • File Creation Date (date range)

  • Case Worker

  • Individual

Report options

  • Sort/Sub Total By (Presenting Client, Presenting Client and Service File)

  • Export as CSV file

NDIS Coverage Usage Report

Item

Description

Description

  • Displays for each individual their support category/stated coverages and the current utilization and remaining 'room' left on the coverage

  • Able to be run for a single individual, type of support category, particular funder, or a price level

Typical audience

Practitioner, Program Manager

Type of data

Client identifying and service information

Location in Penelope

View All Reports > NDIS Reports

Default Report Security Classes

All Reports

Criteria

  • Coverage Date (date range)

  • Funder

  • Support Category

  • Price Level

  • Include Inactive Coverage

  • Individual

  • Individual Site

  • Include Site Tree

  • Policy Status (Active, Inactive, All)


DSS Reports

DSS Client Demographic Report

Item

Description

Description

Displays a count of all individuals with at least one DSS-based Event where the attendance has been recorded as show within the defined time period; count can be broken down by DSS demographics

Typical audience

QA/Report writer, Program Manager

Type of data

General statistics (no client-identifying information)

Location in Penelope

View All Reports > DSS Reports

Criteria

  • Event Date Range

  • Service

  • Individual Site

Report options

  • Report On (row values)

    • Individual Site

    • Gender

    • Suburb

    • Country of Birth

    • Origin

    • Language (DSS)

  • Report By (column values)

    • Individual Site, Gender, Origin

  • Percentages: none, row, column, total

DSS Case Submission Report

Item

Description

Description

  • Displays list of all individuals with DSS Cases that have a successful add submission to DSS for a specified timeframe; total count of Cases is also displayed

  • Details include Service File ID, DSS Case ID, Outlet, Activity, Primary Worker, Date added to DEX, and date updated with DEX

Typical audience

Practitioner, QA/Report writer, Program Manager

Type of data

Client identifying and service information

Location in Penelope

View All Reports > DSS Reports

Criteria

  • Service File Start Date Range

  • DSS Submission Date Range

  • Service

  • Worker Site

Report options

Group By (None, Outlet, Outlet and Activity)

DSS Client Submission Report

Item

Description

Description

  • Displays list of all individuals with DSS information that have a successful add submission to DSS for a specified timeframe; total count of individuals is also displayed

  • Details include individual name, Case, DSS Client ID, Site, Date added to DEX, and date updated with DEX

Typical audience

Practitioner, QA/Report writer, Program Manager

Type of data

Client identifying and service information

Location in Penelope

View All Reports > DSS Reports

Criteria

  • Submission Date Range

  • Individual Site

Report options

Group By (None, Site)

DSS Error Details Report

Item

Description

Description

  • Displays list of DSS error details for submissions; if run from the "My Reports" section, the report displays DSS error details only for submissions for records assigned to the worker running the report

Typical audience

Practitioner, Program Manager

Type of data

Client identifying and service information

Location in Penelope

  • View All Reports > DSS Reports

  • My Reports

Criteria

  • Error Date (date range)

  • Submission Type

  • Service

  • Primary Worker/Client Site

  • Primary Worker

  • Client

Report options

  • View By (Site, Worker, Submission Type)

  • Include Page Break (at the end of each grouping)

DSS Score Assessment Report

Item

Description

Description

  • Displays list of completed DSS Score Assessments in Events by Service File and Individual

  • For each Event listed, the Phase, Score Type, Score, and Score Value are displayed

Typical audience

Practitioner, QA/Report writer, Program Manager

Type of data

Client identifying and service information

Location in Penelope

  • View All Reports > DSS Reports

  • My Reports

Criteria

  • Event/Session Date Range

  • Service

  • Primary Worker

  • Individual

  • Service File ID

  • Event ID

  • Group ID

  • Session ID

DSS Sessions Submission Report

Item

Description

Description

  • Displays list of all events added to DEX within a specified timeframe

  • Details include Event ID, Event Date, Outlet, Service Type, total fees, duration, number of unregistered clients, number of clients, and number of supports

Typical audience

Practitioner, QA/Report writer, Program Manager

Type of data

Client identifying and service information

Location in Penelope

View All Reports > DSS Reports

Criteria

  • Event Date Range

  • DSS Submission Date Range

  • Event Site

  • Service

Report options

Group By (None, Outlet, Outlet and Service Type)

Incomplete DSS Case Record Report

Item

Description

Description

  • For DSS Case Services, report displays a list of Service Files with missing mandatory information for DSS for any member in the DSS tab of the Service File

  • A Service File is included in this report if it is missing one or more of the following criteria: Outlet, Member Primary Reason for Assistance, and/or Member Participant Type

Typical audience

Practitioner, QA/Report writer, Program Manager

Type of data

Client identifying and service information

Location in Penelope

View All Reports > DSS Reports

Criteria

  • As of Date

  • Service

  • Include Closed Service Files

  • Worker Site

Incomplete DSS Individual Record Report

Item

Description

Description

  • Displays list of individuals with missing mandatory information for DSS in their Individual Profile

  • An individual is included in this report if they are missing one or more of the following criteria: Address (Suburb, State or Postcode), Country of Birth, Origin, and/or Language

Typical audience

Practitioner, QA/Report writer, Program Manager

Type of data

Client identifying and service information

Location in Penelope

View All Reports > DSS Reports

Criteria

  • As of Date

  • Individual Site

Incomplete DSS Session Record Report

Item

Description

Description

  • For DSS Case Services, this report displays a list of Events with missing mandatory information for DSS in the DSS tab of the Event

  • An Event is included in this report if it is missing one or more of the following criteria: Outlet, Service Type, and/or Event Status

Note: this report excludes events marked not for submission

Typical audience

Practitioner, QA/Report writer, Program Manager

Type of data

Client identifying and service information

Location in Penelope

View All Reports > DSS Reports

Criteria

  • As of Date

  • Service

  • Event Site

  • Event Status

Report options

Group By (None, Site)


Other Reports

Blue Book Entry Report

Item

Description

Description

  • Displays a profile summary for a Blue Book entry including contact information, affiliates, referral information, serviced area, other attributes, available services, and documents

Typical audience

Practitioner, Program Manager

Type of data

Blue Book entry contact and service information

Location in Penelope

Blue Book entry page

Security Class Setting

Hide Blue Book Search

Report options

  • Include Affiliates

  • Include Referral Information

  • Include Available Services

  • Include Documents

My Client Workflow Report

Item

Description

Description

A list of all client workflows that a worker is a follower on

Typical audience

Practitioner

Type of data

Client identifying information

Location in Penelope

My Reports

Default Report Security Classes

All Reports

Criteria

  • Task Due Date (date range)

  • Case

  • Service

  • Individual Site

  • Include Site Tree

  • Communication Level

  • Workflow Status

Referral History Report

Item

Description

Description

Displays the total number of outbound and inbound referrals within a selected time frame. When detail is selected, the specifics for each referral are displayed

Typical audience

Program Manager, QA/Report Writer

Type of data

Client identifying information

Location in Penelope

  • View All Reports > Referral Reports

  • Blue Book entry page

Default Report Security Classes

All Reports

Criteria

  • Referral Date (date range)

  • Referral Direction

  • Referral Type

  • Blue Book

  • Referral Service

  • Referral Reason

  • Referral Entry Drop-Down (user-defined drop-down)

  • Referral Outcome

  • Exit Referral Only

  • Referral Entity

  • Service

  • Informal Service

Report Options

  • Report On (Referral Type, Blue Book, Referral Service, Referral Reason, Referral Entry Drop-Down, Referral Outcome, Referral Entity, Service, Informal Service)

  • Display (Summary, Detail, Detail with Member List)

Resource Utilization Report

Item

Description

Description

Lists the usage occurrences of resources in the system

Typical audience

Administrator, Program Manager

Type of data

Scheduling information

Location in Penelope

Reference page

Default Report Security Classes

All Reports

Criteria

  • Event Date (date range, required)

  • Resource Type

  • Specific Resource

Organization Data Profile Export

Item

Description

Description

  • Exports configuration information for user-defined fields in a CSV file

  • Includes Individual, Case, Service File, Service Event, Funder, Worker, Site, Blue Book, Service Unit, Document, and more

  • Drop-down values for user-defined drop-down fields are also displayed

Typical audience

Penelope Super User, Program Manager

Type of data

Penelope configuration information

Location in Penelope

Setup sidebar

Default Report Security Classes

All Reports

Security Class Report

Item

Description

Description

Displays active security class settings by security class with options to include members and report on user security classes or report security classes

Typical audience

System Administrator, Penelope Super User

Type of data

Penelope configuration and worker information

Location in Penelope

System Administration > Security Setup page

Default Report Security Classes

All Reports

Criteria

Security/Report Security Class

Report options

  • Include Members

  • Security Class (User, Report)

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