Admins can utilize the Reports dashboard to analyze data in various ways, providing valuable insights and information for decision-making.
The dashboard can be viewed by clicking Reports from the main toolbar.
You have the option to view the following reporting categories;
- Saved Reports - This feature allows you to save reports with chosen filters and data sets for future use. You, or other staff, will not have to duplicate efforts to recreate reports once they are saved.
- Visits - View and analyze various visit data, including past and future visits
- Client - View and analyze various client data, including historical client information
- Staff - View and analyze various client data, including historical staff information
- Authorization - View and analyze authorizations based on the Payor and Services
- Dates & Docs - Monitor the status of documentation for both clients and staff
- Fraud Exclusions - Run monthly fraud exclusion reports here, staff lists are checked again OIG, MassHealth, and SAM
- Worker Registry - Lists staff and their basic certifications, employment information, and contact information
To Create a Report:
Step 1: Select the category you wish to build your report out of (this example will be pulled from Visits)
Step 2: Select your desired time range. You can select from the built-in options or select your own time range by clicking on the dates. (if applicable, this option is not available for all reporting categories, skip to Step 3)
Step 3: Select the information you need for your report. Click Columns on the right-hand side of the grid.
Opening the Columns list allows you to select or unselect information related to the report category. **Note: Each column list will look different according to the report category.
You can also click and drag each column to change the order.
Step 4: Export or Save your report
To Export:
- Right click on the grid to be presented with the option to copy the report, or export to Excel
To Save:
- Click the Save button
- This will open the Crate Saved Report box
- The type represents the Report Category and cannot be changed
- Enter the Name of the report
- Select the Sharing Permissions
- Personal: Only you can view this report
- Share with Roles: Share with admin users who have specific role permissions
- Share with Users: Share with admin users regardless of their role
Example: Share with Roles
Example: Share with Users
Once Sharing permissions have been determined, click Create and then view Saved Reports to automatically run your new report. *Any date ranges can be adjusted even with saved reports.
