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Client Status – Today | Displays dashboard-style controls showing the number of clients by status type. |
Caregiver Status – Today | Displays dashboard-style controls showing the number of caregivers by status type. |
Client Lead Funnel | This grid provides a 12-month analysis of how many Potential clients were added each month, and how many of those clients eventually progressed through Assessed status and became Active. NOTE: The Assessed and Active count columns in the grid always track the progress of those Potential clients added in the month, regardless of when their status changed to Assessed or Active. EXAMPLE: In January, a new client is added as Potential. In February, this client’s status changes to Assessed. The Assessed status is counted against January in the lead funnel grid, not February. The grid does not count raw totals for each type of status on a month-by-month basis. It provides a count of Potential Clients added and analyzes how many of those Potential Clients actually become Active. In order to be counted in the lead funnel, the Client must first have a Potential Status, followed by an Assessed Status before an Active Status. A client who is added as Active, without a previous Potential and Assessed status, will never be counted here. |
Caregiver Lead Funnel | This grid provides a 12-month analysis of how many Potential caregivers were added each month, and how many of those caregivers eventually progressed through Assessed status and became Active. NOTE: The Assessed and Active count columns in the grid always track progress of those Potential caregivers added in the month, regardless of when their status changed to Assessed or Active. EXAMPLE: In January, a new caregiver is added as Potential. In February, this caregiver’s status changes to Assessed. The Assessed status is counted against January in the lead funnel grid, not February. The grid does not count raw totals for each type of status on a month-by-month basis. It provides a count of Potential Caregivers added and analyzes how many of those Potential Caregivers actually become Active. In order to be counted in the lead funnel, the caregiver must first have a Potential Status, followed by an Assessed Status before an Active Status. A caregiver who is added as Active, without a previous Potential and Assessed status, will never be counted here. |
Referral Analysis |
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Summary by Month | Summarizes referrals and new clients received from organizations. |
| Counts the number and type of appointments that have been scheduled to occur with organizations. |
Referrals Received | Counts the number and type of referrals received from different referral sources. |
Client Status Added | Counts the number of clients, per status, by referral. |
Schedule Analysis |
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All Schedules | Summarizes schedule hours. |
FTE Utilization | Calculates your number of full-time and full-time equivalent employees under the American Affordable Healthcare Act. Full-time caregivers are those caregivers who work more than 130 hours in a given month. Caregivers working less than 130 hours in a month will be calculated as a Full-Time Equivalent (FTE) percentage. Important: The FTE is determined on a monthly basis. When calculating this report, always use a full month in the date range field so the results calculate correctly. |
Schedule Fulfillment | Compares scheduled hours to actual hours within a given time period. |
Detail with Expenses | Summarizes schedule hours and extra charge amounts. |
Current Client Status | Summary of schedule hours grouped by current Client status. |
Revenue Analysis |
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Billing Versus Payroll | Bill vs. Pay - Summary | A customizable pivot grid summarizing billing versus payroll information, including total profit and margin values. | Bill vs. Pay - Detail | A customizable pivot grid summarizing billing versus payroll information, including total profit and margin values and also including columns for Client demographic (location and district) information. | Bill vs. Pay - by Referral | A customizable pivot grid summarizing billing versus payroll information by client referral. |
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Billing | Billing Summary | A customizable pivot grid summarizing billing information. | Billing by Referral | A customizable pivot grid summarizing billing information and also including referral information, so that billing information can be analyzed based on the referral sources of the clients involved to determine which referral sources are generating the most active clients. | Billing Expenses | A customizable pivot grid summarizing extra charges in billing. | Sum by Post Date | Billing totals by post date. |
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Payroll | Payroll Summary | Summary of payroll information. | Payroll by Referral | Analyze payroll information based on the referral sources of the caregivers involved to determine which referral sources are generating the most active caregivers. | Payroll Expenses | Summarizes extra charges in payroll. | Sum by Post Date | Payroll totals by post date. |
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Royalties | Use this report if your office is part of a franchise and you pay call type royalties to the corporate franchise. This report summarizes billing information and calculates royalty payments for a given date range. Royalty percentages can be configured on each Call Type in the User Defined Module, Call Type setup. |
Projected Revenue | Calculate | Calculate a forecast of projected revenue based on any existing billing and payroll. You can also calculate projected revenue from actual hours or schedule hours, if the schedules have not yet been completed. When calculating the forecast, you will specify a range (in weeks back and forward from the current date) to recalculate the projection data. | Display | Summarize projected revenue information. You must first use the Calculate Projected Revenue tool to generate projection data to view in this grid. |
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Margin Analysis | Skills (Caregiver) | Compare billing versus payroll by caregivers' skills. | Classifications (Caregiver) | Compare billing versus payroll by caregivers' classifications. | Managers (Caregiver) | Compare billing versus payroll by caregivers' manager. | Skills (Client) | Compare billing versus payroll by clients' skills. | Classifications (Client) | Compare billing versus payroll by clients' classifications. | Managers (Client) | Compare billing versus payroll by client's manager. |
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Achievements |
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Achievements | Displays all calculated weekly achievement information, including the target range minimums and maximums, to show whether the calculated values are above or below average. |
Achievements Pivot | Summarizes weekly achievement information. |
Achievements Graphs | View a series of charts that visually graph weekly achievement data over time. Use these graphs to see trends in your office’s statistical measures over time. |
Flattened Achievements | This grid displays calculated weekly achievement totals, flattened into a single record for each week. |
Create Achievements for One Month | Calculate achievement data for the last month. |