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Below are tutorials for Reports in Rethink

Appointment List: Copy of Appointment List Tutorial.

  • Although not found in the Reporting section of Rethink, 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

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: Training Reports within the Reporting Tab.

Detailed Training Report: Training Reports within the Reporting Tab.

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

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