Notes by Clinic
Notes by Clinic is a Data Table style report designed to help you monitor productivity by Clinic, Therapist, and Date of Service and includes SOAP 1.0 and 2.0 data. This data is derived from finalized billable notes and does not include quick discharge note types.
You can locate this report in the Notes section of Reports in Analytics. 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
- 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, including the Therapist and Date of Service.
- The percent of the total column should add up to 100%.
View Data by - Clinic View
View Data by - Therapist View
Column Field Descriptions
|Clinic Name||The clinic location where the patient's note was finalized.||Patient Notes|
(available when View Data By is Therapist)
|The documenting therapist, either the provider who forwarded the note or, if the note was not finalized, the provider who finalized the note.||Patient Notes|
|Days of Service||The total number of dates of service within the selected date range, as determined by finalized notes.||Date of Service field in the finalized SOAP Note|
|Orthosis Fabrication||The number of Orthosis Fabrication and Orthosis Fabrication Daily Notes finalized within the date range.||Patient Notes|
|Initial Evaluation||The number of Initial Evaluation notes finalized within the date range.||Patient Notes|
|Daily Note||The number of Daily Notes finalized within the date range.||Patient Notes|
|Progress Note||The number of Progress Notes finalized within the date range.||Patient Notes|
|Re-Evaluation||The number of Re-Examination notes finalized within the date range.||Patient Notes|
|Discharge Summary||The number of Discharge Summary notes finalized within the date range. This excludes Quick Discharge note types.||Patient Notes|
|Total Visits||The total number of finalized, billable notes within the date range.||Patient Notes|
|Avg. / Days of Service||The average number of notes finalized for each date of service.||Calculated Value|
|% of Total||The percentage of total notes attributed to notes finalized for that clinic, therapist, or date of service.||Calculated Value from Finalized Patient Notes|