Documented Units by Clinic
The Documented Units by Clinic (formerly known as Billed Units by Clinic) Data Table style report shows the units for each type of visit, by the clinic, or by therapist, and includes SOAP 1.0 and 2.0 data. This information pulls from note types, not evaluative codes. This report helps you determine what percentage of units documented 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).
Location
You can locate this report in the Documented Units section of Reports. If you don't see the report listed in this section, please make sure that you have the correct Analytics Access permission.
Run and Customize the Report
- You can filter which clinics appear in the report using the View Clinics by: drop-down menu and corresponding (…) button.
- Use the View Data By drop-down to add additional columns and levels of detail to the table.
- You can filter the report by Therapist, Primary Insurance Type, and Primary Insurance using the corresponding drop-down menus. Click Apply when you’ve completed selecting filters.
- 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 Name | The clinic where the treatment took place. | The clinic where the note was finalized |
| Therapist | The provider who is given credit for performing the treatment, which is the provider who forwarded the note. If the note is not forwarded, the field will default to the provider who finalized the note. When using CO/CQ modifiers, it will be the assistant when the modifier is applied and the finalizing therapist when there is no modifier. (This ensures that the assistant user types are included in Analytics reporting.) | Patient Notes |
| Units/Initial Evaluation Visit | The average number of units documented per Initial Evaluation visit type. | Calculated value based on the Billing sheet and Finalized Patient Notes |
| Units/Visit | The average number of units documented per visit. | Calculated value based on the Billing sheet and Finalized Patient Notes |
| Manual Therapy/Visit | The average number of Manual Therapy (97140) units documented per visit. | Calculated value based on the Billing sheet and Finalized Patient Notes |
| Therapeutic Activity/Visit | The average number of Therapeutic Activity (97530) units documented per visit. | Calculated value based on the Billing sheet and Finalized Patient Notes |
| Therapeutic Exercise/Visit | The average number of Therapeutic Exercise (97110) units documented per visit. | 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 documented per visit. | Calculated value based on the Billing sheet and Finalized Patient Notes |
| Core Direct Units % | The percentage of total units documented attributed to Core Direct Units (i.e., units of Manual Therapy, Therapeutic Activity, Therapeutic Exercise, and Neuromuscular Re-Education). | Calculated value based on the Billing sheet and Finalized Patient Notes |
| Common Indirect Units % | The percentage of total units documented 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). | Calculated value based on the Billing sheet and Finalized Patient Notes |