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
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