Reporting List

Tab Name

Report Name and Explanation of Report

Home

Client Status – Today

View the number of clients in each status group as of today.

Active, Potential, Assessed, Inactive, Archived and Deceased

Caregiver Status – Today

View the number of caregivers in each status group as of today.

Active, Potential, Assessed, Inactive, Archived and Deceased

Client Lead Funnel: Information on client status progression from potential to assess to active status.

Caregiver Lead Funnel: Information on caregiver 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.

Client Status Added: Customizable pivot grid showing information on statuses added to Clients in the system, grouped by Referral Sources.

Schedule Analysis

All Schedules: A pivot grid summarizing schedule information.

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

Schedule Fulfillment: A pivot grid comparing scheduled hours to actual hours.

Detail with Expenses: A pivot grid summarizing schedule information including extra charges and expenses.

Current Client Status: A pivot grid summarizing schedule information by Client status.

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.

Projected Revenue

Calculate: Run this before viewing the Projected Revenue grid.

Display: View Projected Revenue that was calculated.

Margin Analysis

Caregiver Skills: Review profitability by caregiver skills.

Caregiver Classifications: Review profitability by caregiver classifications.

Caregiver Manager: Review profitability by caregiver manager.

Client Skills: Review profitability by client skills required.

Client Classifications: Review profitability by client classifications.

Client Managers: Review profitability by client 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.

 - Create Achievements for One Month – Tool

Report Name/Module Name  

Caregiver

Client

Referral

Office Staff

Organization

Payer

Contact

All People

Agency Office

Master Report

P

P

P

P

P

P

P

P

Birthdays

P

P

P 

P

Referral Sources

P

P

Condensed Master

P

Documented Events

P

P

P

P

P

P

P

P

Documented Events by Author

P

Required Dates

Required Dates Coming Due 

P

P

P

P

P

Required Dates Coming Due Letter

P

P

P

P

P

Required Dates Completed

P

P

P

P

P

Schedules

Task Performed and Verification

P

P

 P

Caregiver Schedules

P

Client Schedules

P

Schedules Expenses

P

Schedule Inactivity

P

Schedule Gaps

P

Recurring Events

P

P

P

P

Time Sheet

P

Schedule Signature

P

P

Scheduling Exceptions

Under/Over Max Hours/Week

P

Under/Over Hours

P

Early/Late Arrival Time

P

Weekly Overtime

P

Daily Overtime

P

Time Sheets

Time Sheet by Client

P

Time Sheet by Date

P

Blank Time Sheet

P

Instruction Card (Telephony)

P

 P

Care Plan Report (new report)

P

Classic Care Plan

Care Plan Report (old report)

P

Care Plan (Portrait/Landscape)

P

Form 485

P

Expiring Authorizations

P

Under/Over Authorized Hours

P

Tasks and Appointments

P

P

Achievements - Office Staff

P

E-TimeCard Edits

P

Status Date

P

Client Inquiries

P

Achievements - Agency Office

P

General Reports

Envelopes

P

P

P

P

P

P

P

P

Mail Merge

P

P

P

P

P

P

P

P

Name Badges

P

P

P

P

P

P

P

P

Labels

Address Labels (30/page)

P

P

P

P

P

P

P

P

Address Labels (21/page)

P

P

P

P

P

P

P

P

Dymo Address Labels

P

P

P

P

P

P

P

P

Report Name/Module 

Caregiver

Client

Referral

Office Staff

Organization

Payer

Contact

All People

Agency Office

Demographics

S

S

S

S

S

S

S

S

S

Status

S

S

S

S

S

S

S

Communication

S

S

S

S

S

S

S

S

S

Status Flow

S

S

Referrals

S

S

People Referred

S

Required Dates

S

S

S

Events

S

S

S

S

S

S

S

Documented Events

S

S

S

S

S

S

S

Qualifications

S

Client Signature

S

Care Plan

Characteristic

S

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

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

S

Classifications

S

S

S

S

S

S

S

Language

S

S

S

S

S

S

S

Payroll Options

S

Payroll Rates

S

S

Billing Options

S

S

Billing Rates

S

S

S

Email

S

S

S

S

S

S

S

Extra Information

S

S

S

S

S

S

S

Popup Alerts

S

S

S

S

S

Recurring Events

S

S

S

Location

S

S

S

S

S

S

S

Notes

S

S

S

S

S

Schedule Directions

S

S

External IDs

S

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