Reporting List

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: A pivot grid summarizing schedule information.

Current Employer Status: A pivot grid summarizing schedule information by 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.

Report Name/Module Name  

Participant

Employer

Referral

Office Staff

Organization

All People

Agency Office

Master Report

P

P

P

P

P

P

Birthdays

P

P

P 

P

Referral Sources

P

P

Condensed Master

P

Case Notes

P

P

P

P

P

P

Case Notes by Author

P

Certifications

Certifications Coming Due 

P

P

P

P

Certifications Coming Due Letter

P

P

P

P

Certifications Completed

P

P

P

P

Schedules

Participant Schedules

P

Employer Schedules

P

Recurring Events

P

P

P

Expiring Job Details

P

Tasks and Appointments

P

P

Achievements - Office Staff

P

Status Date

Employer Inquiries

P

Achievements - Agency Office

P

General Reports

Envelopes

P

P

P

P

P

P

Mail Merge

P

P

P

P

P

P

Name Badges

P

P

P

P

P

P

Labels

Address Labels (30/page)

P

P

P

P

P

P

Address Labels (21/page)

P

P

P

P

P

P

Dymo Address Labels

P

P

P

P

P

P

Report Name/Module 

Participant

Employer

Referral

Office Staff

Organization

All People

Agency Office

Demographics

S

S

S

S

S

S

S

Status

S

S

S

S

S

Communication

S

S

S

S

S

S

S

Status Flow

S

S

Referrals

S

S

People Referred

S

Certificiations

S

S

S

Events

S

S

S

S

S

Case Notes

S

S

S

S

S

Qualifications

S

Care Plan

Characteristic

Home/Health Evaluation

S 

ICD Codes

 S

Duties to Perform

 S

All Care Plan Notes

 S

Summary of Authorized Hours

S

All Authorizations

S

S

Skills

S

S

Attached People (Detailed)

S

S

S

S

S

Summary of Scheduled Hours

S

Preferred Districts

S

Pending

Pending - Detail

S

Pending - Summary

S

Open Pending

S

Achievements

S

Flattened Achievements

S

Other Reports

Characteristic

S

S

S

S

S

Classifications

S

S

S

S

S

Language

S

S

S

S

S

Payroll Options

S

Payroll Rates

S

S

Billing Options

S

Billing Rates

S

S

Email

S

S

S

S

S

Extra Information

S

S

S

S

S

Popup Alerts

S

S

S

S

Recurring Events

S

S

S

Location

S

S

S

S

S

Notes

S

S

S

S

Schedule Directions

S

S

External IDs

S

S

S

GPS Tracking

S

Security

S

Security Session

S

S

S

Security Mobile

S

S

S

Chat Detail

S

S

Required Date Detail

S

S

Event Reminders

S

Interview Questions

S

Inquiry Questions

S

Schedule Task Note

S

S