Reports Crosswalk
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 that you have the Analytics Access permission to access these reports.
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.
Reports Moved to Analytics
Legacy EMR Report | Analytics Report Name | Location | Notes | ||
Prescription Report | Prescriptions | Analytics > Reports > Visits > Prescriptions | • Does not link with eDocs | ||
Referral Report | Referrals | Analytics > 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 Log | Patient Case Status |
Analytics > Reports > Visits > Patient Case Status | How 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 |
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Billing Report | Documented Units by Payer, Documented Units by Clinic, Documented Units | Analytics > 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 |
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Payment Log | Payment Log or continue using the existing 1.0 report. |
Analytics > Reports > Visits > Payment Log | • Will only show Date of Service. Patient Payments displays the date of the transaction |
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Plan of Care Report | Plan of Care | Analytics >Reports > Visits > Plan of Care | • Filter data by Certification End Date or Signature Required By Date |
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Medicare Threshold Report | Medicare Threshold |
Analytics > Reports > Visits > Medicare Threshold | • Displays amount for the single visit, total used, and amount remaining | ||
Productivity Report | Notes by Clinic |
Analytics > Reports > Notes > Notes by Clinic, View Data By Therapist | • Cannot be filtered other than entering a date range. All based on finalized notes |
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Missed Notes Report | Missed Notes |
Analytics > Reports > Notes > Missed 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 |
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Fax Log | Outbound Fax Log | SOAP 2.0 Record Page > Documentation drop-down > Outbound Fax Log | • Displays faxed 2.0 notes | ||
Ending Authorizations | Authorizations |
Analytics > Reports > Visits > Authorization | • Date Range is based on expirations |
WebPT EMR Reports
The following reports will continue to be accessible through the WebPT EMR.
Legacy EMR Report | Location | Notes |
MPA Report (Medicare Performance Adjustment Report) |
EMR Dashboard Reports Menu | No longer required. |
FL Report (Functional Limitation Report) |
EMR Dashboard Reports Menu | No longer required. |
Claims Feed Report |
EMR Dashboard Reports Menu |
The Transmission Reconciliation mode will show SOAP 1.0 and 2.0 data. |
Document Portal Log |
EMR Dashboard Reports Menu | No longer required. |
Reminder Log |
EMR Dashboard Reports Menu | Not impacted by documentation method. |
Outcomes Reports |
EMR Dashboard Reports Menu | Outcomes 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) |
New to Analytics?
Check out these resources to get started: