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
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to access this report.
Client Reports
Navigate to Reporting>Client Reports
Unique Clients: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: Copy of Client Demographics Report. Done /wiki/spaces/RBS/pages/3833692301
Staff Member Reports
Navigate to Reporting>Staff Member Reports
Unique Staff Members:Unique Staff Members.Staff Member by Service Line: This is a legacy report. Will not pull in accurate information. Not recommended to use.
Staff Member by LocationService Line: This is a legacy report. Will not pull in accurate information. Not recommended to use.
Training ReportStaff 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:This is a legacy report. Will not pull in accurate information. Not recommended to use Training Reports within the Reporting Tab.
Credential Report: Copy of Credential Report. Done /wiki/spaces/RBS/pages/3833299080
Staff General Attributes: Copy of Staff General Attributes. Done /wiki/spaces/RBS/pages/3833364620
Authorization Reports
Navigate to Reporting>Authorization
Expiring Authorizations: Copy of Expiring Authorizations. Done /wiki/spaces/RBS/pages/3833364552
Authorization Utilization: Copy of Authorization Utilization Report. Done/wiki/spaces/RBS/pages/3833299018
Scheduling Reports
Navigate to Reporting>Scheduling
Billable Hours Summary: Copy of Billable Hours Summary Report. Done /wiki/spaces/RBS/pages/3833364691
Billing Export:Copy of Billing Export/wiki/spaces/RBS/pages/3833364741
Payroll Export: Copy of Payroll Export /wiki/spaces/RBS/pages/3833888769
Funder Services: Copy of Funder Services. Done
Cancellations:Copy of Cancellations Report. Done
Staff Productivity:Copy of Staff Productivity Report. Done
Client Log:Copy of Client Log Report. Done
Session Log:Copy of Session Log Report. Done
Audit Trail:Copy of Audit Trail Report. Done
BHPN Invoices:Copy of BHPN Invoices. Done
Parent Verification:Copy of Parent Verification Form Report. Done/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