Analytics: Reports Overview
Let's take a look at Analytics Reports:
The Reports section in Analytics contains two distinct report types: Data Tables and Analysis Grids, which allow for different methods of manipulation. Remember, you can completely customize which reports a user can view. Click here for more information on Analytics User Permissions.
Report Categories
This section contains five reporting categories:
- Documented Units (formerly known as Billed Units)
- Visits
- Cancels/No Shows
- Notes
- Referrals
Data Tables Overview
Data tables allow you to explore information beyond productivity KPIs with additional details regarding payers, the company, clinics, and therapists.
Analysis Grids Overview
Analysis grids contain the root data driving all metrics in the Analytics portal. By design, these reports allow heavy manipulation.
Learn the different functions available for manipulating Analysis Grid data and take a deeper look at how to use the Filter function.
Documented Units
The Documented Units (formerly known as Billed Units) report section contains both Data Table and Analysis Grid style reports that are primarily driven from data collected on the billing sheet of the SOAP note in the EMR. In addition, if you have an integrated billing partner, you’ll also have access to a Claims Feed report that allows you to view transmission for the entire organization.
Available Reports:
- Documented Units by Payer (Data Table)
- Documented Units by Clinic (Data Table)
- Documented Units (Analysis Grid)
- Claims Feed (Data Table)
These reports are automatically available to Analytics Admins and Billing Users.
Visits
The Visits report section contains both Data Table and Analysis Grid style reports that are created from patient case data, finalized note data, and appointment information from the WebPT Scheduler.
Available Reports:
- Patient Visits by Payer (Data Table)
- Patient Case Status (Analysis Grid)
- Scheduled Visits (Analysis Grid)
- Patient Payments (Analysis Grid)
- Payment Log (Data Table)
- Medicare Threshold (Analysis Grid)
- Authorizations (Analysis Grid)
- Prescriptions (Analysis Grid)
Some of these reports are automatically visible to Reporting Users. Others such as Scheduled Visits, Payment Log, and Medicare Threshold are only included for Analytics Admins by default.
Cancels and No Shows
This section contains Analysis Grid style reports that are pulled primarily from the WebPT Scheduler and patient case data.
Available Reports:
These reports are automatically visible to Analytics Admins and Reporting Users.
Notes
The Notes report section contains both Data Table and Analysis Grid style reports that primarily contain data from the patient’s finalized notes and the related case.
Available Reports:
These reports are automatically visible to Analytics Admins and Reporting Users.
Referrals
The Referrals reports section contains both Data Table and Analysis Grid style reports that focus on patient referral data which is pulled from the patient’s case and finalized Initial Evaluation.
Available Reports: