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.

Location

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

  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, including the Therapist and Date of Service.
  3. The percent of the total column should add up to 100%.

Tip: When viewing the data by the Therapist, the therapist who receives credit for the note is the documenting therapist. The documenting therapist is the provider who forwarded the note or, if the note was not forwarded, the Documenting Therapist is the provider who finalized the note. This ensures that assistants get credit for the notes that they complete.

Column Field Descriptions

Field Name Definition Source
Clinic The clinic location where the patient's note was finalized. Patient Notes
Days of Service The total number of dates of service falling 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 notes finalized within the date range. Patient Notes
Initial Examination 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-Examination 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