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    WebPT Analytics | Documented Units
    • 26 Feb 2024
    • 5 Minutes to read
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    WebPT Analytics | Documented Units

    • Updated on 26 Feb 2024
    • 5 Minutes to read
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    Article Summary

    Overview

    The Documented Units (formerly known as Billed Units) report is an Analysis Grid style report that provides CPT code details, including the number of units for every billable service in the selected date range, and includes SOAP 1.0 and 2.0 data. Please note that charge G-codes won’t flow into Analytics.

    Discover more about Analysis Grid style reports.
    Discover more about Common Uses for the Documented Units report.

    Data Notes
    • This report pulls data based on Date of Service.
    • Only billable CPT codes are included in this report.
      • SOAP 1.0: A code is billable if it occurs in a finalized note and does not contain the NC001 or NORCM codes.
      • SOAP 2.0: A code is billable if it occurs in a finalized note that is not marked as "Do Not Bill".

    Click the arrow or colorblock below to discover more.

    Report Location

    WebPT Analytics | Documented Units Report Location

    You can find this report in the Documented Units section of Reports in Analytics. If you do not see the report listed in this section, make sure that you have the correct Analytics Access permission.

    EMR_Analytics_Documented Units report menu_Documented Units

    Run and Customize the Report

    WebPT Analytics | Run and Customize the Documented Units Report

    1. You can filter which clinics appear in the report using the View Clinics by: drop-down menu and corresponding (…) menu.

    2. Select the Date Range. The default date range is the previous week.

    3. You can Add Filters to create specific data segments using any of the column values in the report.

    4. Select Add Chart to visualize the data. Charts can be saved and displayed in your custom Dashboards.

    5. Use the Column Headers to Sort, Filter, Group, Aggregate, or Format the report output.

    6. Once you've manipulated the report to your liking, you can save the customizations to your Saved Reports to run again later or share it with others in your organization.

      EMR_Analytics_Documented Units_Overview w steps

    To add the hidden columns (EMR Patient ID, CPT Prefix, CPT Suffix, CPT Modifier, or Note Source) to your report:

    1. Click Options.
      EMR_Analytics_Analysis Grid_Report Actions_Options

    2. Then select All to add all the hidden columns or select the individual columns to include in your report.
      EMR_Analytics_Analysis Grid_Hidden Columns

    Remove 0 Units

    WebPT Analytics | Documented Units Removing 0 Units

    Zero Units my appear for the following reasons:

    • You accidentally documented zero units.
    • You documented a G-code (these do not flow into Analytics).
    • You documented a custom CPT code. Custom CPT codes flow into Analytics with zero units, regardless of the number of units listed in the note.

    Filter by the Units column using the > Greater Than comparison rule and input 0 (zero) as the value to remove any zeros (which can impact aggregate averages). Click Add to apply the filter.

    EMR_Analytics_Analysis Grid_Filter 0 Units

    Column Desciptions

    WebPT Analytics | Documented Units Column Definitions

    Field NameDefinitionSource
    Clinic NameThe clinic location where the patient’s note was finalized.Patient Notes
    Case NameThe title of the patient's case. This includes active and discharged cases.Case Title field in the Add/Edit Case window
    Visit IDThe unique identification number for a patient note.Patient Note
    EMR Patient ID (Hidden)The patient ID assigned to the patient thru the WebPT EMR.Case Title field in the Add/Edit Case window
    Patient NameThe patient's name as entered in the Patient Info section of the patient chart.First Name and Last Name fields in the Patient Info section
    Patient DOBPatient's date of birth.Date of Birth field on the Patient Info screen.
    Date of ServiceThe date of the patient's visit as documented by the provider.Date of Service field in the finalized SOAP note
    Date of FinalizationThe date and time the note was finalized.Patient Notes
    AddendumA yes/no field indicating whether an Addendum has been completed for the note.Patient Notes
    Documenting TherapistThe 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
    Finalizing TherapistThe provider who finalized the note.Patient Notes
    Primary Payer TypeThe insurance type for the primary insurance added to the patient's case.Type drop-down in the Add/Edit Insurance window
    Primary InsuranceThe name of the primary insurance listed in the patient's case.Primary Insurance drop-down in the Add/Edit Case window
    Secondary Payer TypeThe insurance type of the patient's secondary insurance.WebPT EMR
    Secondary InsuranceThe name of the patient's secondary insurance.WebPT EMR
    Place of ServiceThe location where the patient was seen. The most recent place of service appears in this field (in instances where an addendum was completed on the note and the POS changed).Pulled from the Place of Service drop-down on the note.
    Visit TypeThe type of note selected (e.g., Daily Note). Quick Discharge note types are not included.Note type selected from the Patient Record Actions drop-down.
    Treating DiagnosisThe ICD-10 (or ICD-9) code(s) the therapist has identified as the treating diagnosis. This may be the same as the referring diagnosis.
    📝 Note: All treating diagnosis codes will be visible with the primary code first, and all other codes will be listed in alphabetical order.    		Treating Diagnosis section on the finalized patient note
    ModifierThis is the prefix, suffix, and modifier(s) for the CPT Code in a single line.Billing sheet/charge summary
    CPT Prefix (Hidden)The prefix for the CPT code. Unhide this field using the Columns option under the Gear icon.Billing sheet/charge summary
    CPT CodeThe CPT code used on the billing tab of the SOAP note.Billing sheet/charge summary
    CPT Suffix (Hidden)The CPT code suffix. Unhide this field using the Columns option under the Gear icon.Billing sheet/charge summary
    CPT Modifier (Hidden)The modifiers applied to the CPT code. The KX modifier is a common example. Unhide this field using the Columns option under the Gear icon.Billing sheet/charge summary
    UnitsThe total number of units in the billing sheet attributed to the CPT code.Billing sheet/charge summary
    Treatment Minutes (Hidden)The total number of minutes documented that are associated with this specific CPT code.Billing sheet/charge summary
    Note Source (Hidden)Displays where the finalized charge was added (SOAP 1.0 or 2.0). Unhide this field using the Columns option under the Gear icon.Note location
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