Billed Units by Clinic

The Billed Units by Clinic Data Table style report shows the units for each type of visit, by clinic, or by therapist and includes SOAP 1.0 and 2.0 data. This information pulls from note type, not evaluative codes. All report columns except, Units/Initial Examination Visit, omit units from the initial evaluation. This report helps you determine what percentage of units billed are most likely to be reimbursed (i.e., the percentage of core direct units) and what percentage may not be reimbursed (i.e., the percentage of common indirect units). 

Note: Units are only included if they are contained in finalized billable notes.

Location

You can locate this report in the Billed Units section of Reports. If you do not see the report listed in this section, ensure that you have the correct Analytics Access permission.

Run and Customize the Report

  1. You can filter which clinics appear in the report using the View Clinics by: drop-down menu and corresponding (…) button.
  2. Use the View Data By drop-down to add additional columns and levels of detail to the table.
  3. You have the option of filtering the report by Therapist, Insurance Type, and Insurance name using the multi-select drop-down menus. Click Apply when you’ve completed selecting filters.
  4. Percentages for Core Direct and Common Indirect units typically do not add up to 100% because they do not include custom CPT codes.

Column Field Descriptions

Field Name Definition Source
Clinic The clinic where the treatment took place. The clinic where the note was finalized
Therapist The provider who forwarded the note. If the note was not forwarded, this field will default to the provider who finalized the note. (This ensures that assistant user types are included in Analytics reporting.) Patient Notes
Units/Initial Evaluation Visit The average number of units billed per Initial Evaluation visit type. Calculated value based on the Billing sheet and Finalized Patient Notes
Units/Visit The average number of units billed per visit. This excludes Initial Evaluations. Calculated value based on the Billing sheet and Finalized Patient Notes
Manual Therapy/Visit The average number of Manual Therapy (97140) units billed per visit. This excludes Initial Evaluations. Calculated value based on the Billing sheet and Finalized Patient Notes
Therapeutic Activity/Visit The average number of Therapeutic Activity (97110) units billed per visit. This excludes Initial Evaluations. Calculated value based on the Billing sheet and Finalized Patient Notes
Therapeutic Exercise/Visit The average number of Therapeutic Exercise (97530) units billed per visit. This excludes Initial Evaluations. Calculated value based on the Billing sheet and Finalized Patient Notes
Neuro Muscular Re-Ed/Visit The average number of Neuromuscular Re-Education (97112) units billed per visit. This excludes Initial Evaluations. Calculated value based on the Billing sheet and Finalized Patient Notes
Core Direct Units % The percentage of total units billed attributed to Core Direct Units (i.e., units of Manual Therapy, Therapeutic Activity, Therapeutic Exercise, and Neuromuscular Re-Education). This excludes Initial Evaluations. Calculated value based on the Billing sheet and Finalized Patient Notes
Common Indirect Units % The percentage of total units billed attributed to Common Indirect Units (i.e., CPT codes 97010, 97012, 97014, G0283, G0282, G0281, 97016, 97018, 97022, 97024, 97026, 97028, 97039, 96920, and 97610). This excludes Initial Evaluations. Calculated value based on the Billing sheet and Finalized Patient Notes