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    SOAP 2.0 | Reports Crosswalk
    • 22 Mar 2024
    • 3 Minutes to read
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    SOAP 2.0 | Reports Crosswalk

    • Updated on 22 Mar 2024
    • 3 Minutes to read
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    Article Summary

    Overview

    These changes are currently in Limited Release to a select group of Members and will be gradually rolled out in the future.

    Many of the reports in the Reports section of the WebPT EMR will not show SOAP 2.0 data. These reports have been or will be replaced by Analytics Reports which include SOAP 1.0 and 2.0 data. If your clinic uses only SOAP 2.0, you will be redirected to Analytics. Ensure you have the Analytics Access permission to access these reports.

    Analytics reports are updated every two hours, and are not real-time. The KPI Dashboard updates nightly.

    Administrative Discharges are counted as visits in the KPI metrics. Therefore the calculated KPIs such as Units per Visit and Visits per Discharge are skewed.

    Click the arrow or colorblock below to discover more.

    Reports Moved to Analytics

    Reports Moved to Analytics

    Legacy EMR ReportAnalytics Report NameLocationNotes
    Prescription ReportPrescriptionsAnalytics >
    Reports >
    Visits >
    Prescriptions    		• Does not link with eDocs
    Referral ReportReferralsAnalytics >
    Reports > Referrals    		• Displays patient names, case attached to the referral, and case information. The date pulls from the case creation date in Analytics.
    Lost Patient LogPatient Case StatusAnalytics > Reports > Visits > Patient Case StatusHow to filter the report
    • Date Range applied to the last appointment for patients
    • Filter Next Scheduled Appointment = “blank”
    • Mainly used to track patients that have not scheduled their next appointment who had their last appointment within the specified date range
    Billing ReportDocumented Units by Payer, Documented Units by Clinic, Documented UnitsAnalytics > Reports > Documented Units > Documented Units by Payer or Documented Units by Clinic or Documented Units• For CPT codes and Units, use the Documented Units Report
    • For the ICD-10 codes and Case Name, use the Patient Notes Report
    Payment LogPayment Log• Will only show Date of Service. Patient Payments displays the date of the transaction
    Plan of Care ReportPlan of CareAnalytics >Reports > Visits > Plan of Care• Filter data by Certification End Date or Signature Required By Date
    Medicare Threshold ReportMedicare ThresholdAnalytics > Reports > Visits > Medicare Threshold• Displays amount for the single visit, total used, and amount remaining
    Productivity ReportNotes by ClinicAnalytics > Reports > Notes > Notes by Clinic, View Data By Therapist• Cannot be filtered other than entering a date range. All based on finalized notes
    Missed Notes ReportMissed NotesAnalytics > Reports > Notes > New Missed and Open Notes• Has 1.0 and 2.0 data
    • Patients with a 2.0 case will continue to show on the 1.0 report
    • Missed Notes displays notes that have not been opened at all• Open Notes displays notes that are in a draft state for a DOS in that date range
    • If a patient with a finalized note is shown, the Analytics report will notify you of any appointment, note, or case errors
    Fax LogOutbound Communication LogSOAP 2.0 Record Page > Documentation drop-down > Outbound Communication Log• Displays faxed 2.0 notes
    • Formerly known as the Outbound Communication Log
    Ending AuthorizationsAuthorizationsAnalytics > Reports > Visits > Authorization• Date Range is based on expirations
    WebPT EMR Reports

    WebPT EMR Reports

    The following reports will continue to be accessible through the WebPT EMR.

    Legacy EMR ReportLocationNotes
    MPA Report (Medicare Performance Adjustment Report)EMR Dashboard Reports MenuNo longer required.
    FL Report (Functional Limitation Report)EMR Dashboard Reports MenuNo longer required.
    Claims Feed ReportEMR Dashboard Reports MenuThe Transmission Reconciliation mode will show SOAP 1.0 and 2.0 data.
    Document Portal LogEMR Dashboard Reports MenuNo longer required.
    Reminder LogEMR Dashboard Reports MenuNot impacted by documentation method.
    Outcomes ReportsEMR Dashboard Reports MenuOutcomes reporting contains any of the supported outcomes completed in 1.0 or 2.0 as long as all report reporting parameters are met (i.e. complete data set)

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