Below are tutorials for the Practice Management Reports that can be found in the Reporting section of Rethink
Navigate to Scheduling>Appointment List
Copy of Appointment List Tutorial.
Client Reports
Navigate to Reporting>Client Reports
Unique Clients: Unique Clients.
Caseload by Service Line: This is a legacy report. Will not pull in accurate information. Not recommended to use.
Caseload by Location: This is a legacy report. Will not pull in accurate information. Not recommended to use.
Client Status: This is a legacy report. Will not pull in accurate information. Not recommended to use.
Account Module: This is a legacy report. Will not pull in accurate information. Not recommended to use.
Client Demographics: Copy of Client Demographics Report. Done
Staff Member Reports
Navigate to Reporting>Staff Member Reports
Staff Member by Service Line: This is a legacy report. Will not pull in accurate information. Not recommended to use.
Staff Member by Location: This is a legacy report. Will not pull in accurate information. Not recommended to use.
Training Report: This is a legacy report. Will not pull in accurate information. Not recommended to use.
Detailed Training Report: This is a legacy report. Will not pull in accurate information. Not recommended to use.
Credential Report: Copy of Credential Report. Done
Staff General Attributes: Copy of Staff General Attributes. Done
Authorization Reports
Navigate to Reporting>Authorization
Expiring Authorizations: Copy of Expiring Authorizations. Done
Authorization Utilization: Copy of Authorization Utilization Report. Done
Scheduling Reports
Navigate to Reporting>Scheduling
Billing Export: Copy of Billable Hours Summary Report. Done
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