Reports Crosswalk
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. Ensure that you have the Analytics Access permission. Important: Analytics reports are updated every two hours, and are not real-time. The KPI Dashboard updates nightly.
Administrative Discharges are counting as visits in the KPI metrics. Therefore the calculated KPIs such as Units per Visit and Visits per Discharge are skewed.
| Legacy EMR Report | Analytics Report Name | Location | Tips | ||
| Prescription Report | Prescriptions | Analytics > Reports > Visits > Prescriptions | • Does not link with eDocs | ||
| Referral Report | Referrals or Referrals by Clinic | Analytics > Reports > Referrals > Referrals or Referrals by Clinic | • 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 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 specific date range |
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| Billing Report | Billed Units by Payer, Billed Units by Clinic, Billed Units | Analytics > Reports > Billed Units > Billed Units by Payer or Billed Units by Clinic or Billed Units | • For CPT codes and Units, use the Billed 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 date of transaction |
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| MPA Report | n/a | No longer needed | |||
| Plan of Care Report | In development | ||||
| 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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| FL Report | n/a | No longer needed | |||
| Claims Feed Report | Continue using the existing 1.0 report | The Transmission Reconciliation mode will show 1.0 and 2.0 data | |||
| Fax Log | Outbound Fax Log | SOAP 2.0 Record Page > Documentation drop-down > Outbound Fax Log | • Displays faxed 2.0 notes | ||
| Document Portal Log | n/a | No longer needed | |||
| Reminder Log | n/a | Not impacted by SOAP 2.0 | |||
| Ending Authorizations | Authorizations |
Analytics > Reports > Visits > Authorization | • Date Range is based on expirations | ||
| Outcomes Reports | n/a | Not impacted by SOAP |
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