Reports

Reports Overview

• Reports Glossary

Cases & Notes

• Progress Note Signature Report
• Assigned Cases Report
• Closed Cases Report
• Missing Progress Notes Report
• Open Cases Report
• Assessments Due by Therapist Report

Referral Reports

• Top 5 Referral Sources Report
• Referrers Report
• Referral Source Analytics Report

Demographic Reports

• Demographic Analytics Report

Client Reports

• Client Intake Report
• Clients Served Report
• Detailed Client Report

Billing Reports

• Invoice History Report
• Export for QuickBooks Online & Other Accounting Software
• Daily Billing Report
• Invoice Aging Report
• Service Billing Report
• Staff Billing Report

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Staff Reports

• Activity Log Report

Appointment Reports

• See Appointment History Breakdown
• Group Attendance Report
• No Show Appointments Report
• Retention Rate Report
• Detailed Attendance Report
• Attendance by Service Type Report

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