Page Comparison

Tab Name

Report Name and Explanation of Report

Home

Employer Status – Today

View the number of

employers in each status group as of today.

Active, Potential, Assessed, Inactive, Archived and Deceased

Participant Status – Today

View the number of

participants in each status group as of today.

Active, Potential, Assessed, Inactive, Archived and Deceased

Employer Lead Funnel: Information on

employer status progression from potential to assess to active status.

Participant Lead Funnel: Information on

participant status progression from potential to assess to active status.

Referral Analysis

Summary by Month: Pivot grid showing Organization touches (contact events) by the managing office staff.

Times Contacted: Customizable pivot grid detailing appointments with organizations, by category.

Referrals Received: Customizable pivot grid detailing referrals received by organization.

Employer Status Added: Customizable pivot grid showing information on statuses added to

Employers in the system, grouped by Referral Sources.

Schedule Analysis

All Schedules

FTE Utilization: Calculate your Full-Time Equivalent Caregiver Utilization numbers for government reporting under the Affordable Health Care Act (United States)

: A pivot grid

summarizing schedule information

.

Current

Employer Status: A pivot grid summarizing schedule information by

Revenue Analysis

Payroll versus Billing

Summary: A pivot grid summarizing billing versus payroll information.

Detailed: A pivot grid detailing billing versus payroll information including client location information.

By Referral: View Payroll versus Billing sales information in a customizable pivot grid broken down by office staff credited for referrals.

Billing Only

Summary: View billing summary information in a customizable pivot grid.

By Referral: View billing summary information in a customizable pivot grid broken down by Client referrers.

Expenses: A pivot grid detailing extra charges for billing.

Sum By Post Date: A condensed billing summary by payer and post date.

Payroll Only

Summary: View payroll summary information in a customizable pivot grid.

By Referral: View payroll summary information in a customizable pivot grid broken down by Caregiver referrers.

Expenses: A pivot grid detailing extra charges for payroll.

Sum By Post Date: A condensed billing summary by caregiver and post date.

Royalty

Summary: Summary of call type royalties to be paid to the corporate franchise.

Employer status.

Projected Revenue

Calculate: Run this before viewing the Projected Revenue grid.

Display: View Projected Revenue that was calculated.

Margin Analysis

Participant Skills: Review profitability by

participant skills.

Participant Classifications: Review profitability by caregiver classifications.

Participant Manager: Review profitability by

participant case manager.

Employer Skills: Review profitability by

employer skills required.

Employer Classifications: Review profitability by

employer classifications.

Employer Managers: Review profitability by

employer manager.

Achievements

Weekly Achievements

Achievements: A pivot grid summarizing schedule information.

Achievements Pivot: View achievements in a customizable pivot grid.

Achievements Graphs: View a set of graphs of commonly used achievements.

Flattened Achievements: View a flattened grid of all achievements by period ending date.