Below are tutorials for
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Reports in Rethink
Appointment List: /wiki/spaces/RBS/pages/3833692161
Although not found in the Reporting section of Rethink
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, the Appointment List view of the Scheduler is commonly used as a report. Navigate to Scheduling>Appointment List to access this report.
Client Reports
Navigate to Reporting>Client Reports
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Unique Clients: This is a legacy report. Will not pull in accurate information. Not recommended to use.
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: /wiki/spaces/RBS/pages/3833692301
Staff Member Reports
Navigate to Reporting>Staff Member Reports
Unique Staff Members: This is a legacy report. Will not pull in accurate information. Not recommended to use.
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: Training Reports within the Reporting Tab.
Detailed Training Report: Training Reports within the Reporting Tab. Copy of
Credential Report. DoneCopy of Staff General Attributes. Done: /wiki/spaces/RBS/pages/3833299080
Staff General Attributes: /wiki/spaces/RBS/pages/3833364620
Authorization Reports
Navigate to Reporting>Authorization
Copy of Expiring Authorizations. DoneCopy of Authorization Utilization Report. Done: /wiki/spaces/RBS/pages/3833364552
Authorization Utilization: /wiki/spaces/RBS/pages/3833299018
Scheduling Reports
Navigate to Reporting>Scheduling
Copy of Billable Hours Summary Report. Done
Copy of Cancellations Report. Done
Copy of Staff Productivity Report. Done
Copy of Client Log Report. Done
Copy of Session Log Report. Done
Copy of Audit Trail Report. Done
Copy of Parent Verification Form Report. Done: /wiki/spaces/RBS/pages/3833364691
Billing Export:/wiki/spaces/RBS/pages/3833364741
Payroll Export: /wiki/spaces/RBS/pages/3833888769
Funder Services: /wiki/spaces/RBS/pages/3833856027
Cancellations: /wiki/spaces/RBS/pages/3833299049
Staff Productivity: /wiki/spaces/RBS/pages/3833364588
Client Log: /wiki/spaces/RBS/pages/3833692327
Session Log: /wiki/spaces/RBS/pages/3833364646
Audit Trail: /wiki/spaces/RBS/pages/3833692241
BHPN Invoices: /wiki/spaces/RBS/pages/3833856001
Parent Verification: /wiki/spaces/RBS/pages/3833692372