Overview

What Type of Report Are You Looking For? 

Click on the section to see recommendations.  

• Billing, Payments and A/R

• Clinical Staff

• Important Client Information

• Reports That Help Maintain Your Clients Module

• Productivity/Time Module - For Admin or Supervisory Staff

• What About Residential Services? How do I see the Census Report?

• How Many Clients Do We Serve Anyway?

• Reports To Run Before I Close a Month, or Before I Run Statements

• Reports to Run Weekly to Make Verify Service Lines Are Being Entered Properly

• Contacts-Related Reports

• “Big Brother” Types of Reports

• What about Demographic Reporting?

• Do You Have Reports That Print Mailing Labels?

Billing, Payments and A/R

Clinical Staff

Important Client Information

Reports That Help Maintain Your Clients Module

• 3390 Duplicate client report – shows clients that have been entered more than once
• 3380 Report – shows if clients are missing key information in the client module
• 3260 Non-paying clients

Productivity/Time Module – For Admin or Supervisory Staff

• 6130 Staff Sessions Summary
• 8000 Staff Productivity – shows number of hours/units over a date range AND if a service line has a progress note
• 8030 General Productivity Report – one of our most flexible reports
• 8090 Group Productivity – shows numbers specific to Group services

What About Residential Services? How do I see the Census Report?

• 3490 Monthly Residential Census
• 3492 Daily Residential Census

How Many Clients Do We Serve Anyway?

• 3280 Number of Clients Served – you can break this out a few different ways

Reports To Run Before I Close a Month, or Before I Run Statements

• 1280 Unallocated Payments
• 1290 Credits due report

Reports To Run Weekly To Verify Service Lines Are Being Entered Properly

• 1300 Appointments without service lines – a great way to make sure that all appointments are being converted into service lines in the time module.
• 2030 Service lines with missing notes
• Time Module – display all lines with errors.
• Billing Module/Add window – to see service lines that have an error or some other issue that is making them un billable -- look beneath the date range in the “Add” screen for a section that says  “There are 270 service lines that cannot be billed at this time. Click here to see them.”

Contacts-Related Reports

• 3120 Contact Labels – a way to create mailing labels when you want to send a letter to all of your contacts from the Contacts Module.
• 9010 Contacts with Expired Release dates – shows all contacts with an expired release date in the client module/contacts tab.
• 9020 Clients for Contacts – shows clients that are associated with each contact.
• 9030 Inactive Contacts – shows contacts that are associated with inactive clients. A good report to run when you want to inactivate contacts that are family-related.

“Big Brother” Types of Reports

• 6150 Staff Logons Per Month
• 6160 Clinical Documents Per Month
• 6170 Average Time from DOS to Service Line and Charting – Starting with the DOS, how long does it take my staff to enter a service line in the time module, then create a clinical document, and then put the service line on a claim?
• 6180 Staff Logon History – shows the specific dates and times a user logged on to Procentive over a given date range.

What about Demographic Reporting?

• 3420 Demographic Distribution
• Report listed in the Category Demographics (All of the 7000 range reports)

Do You Have Reports That Print Mailing Labels?

• 3120 Contact Labels – a way to create mailing labels when you want to send a letter to all of your contacts from the Contacts Module
• 3180 Labels – Client address labels