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 Includes SOAP 2.0 data? 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 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 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
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
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
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
FL Report n/a No longer needed          
Claims Feed Report Continue using the existing 1.0 report No 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 ✔     
  • 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)

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