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
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 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
Billable Hours Summary: Copy of Billable Hours Summary Report. Done
Billing Export:Copy of Billing Export
Payroll Export: Copy of Payroll Export
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