Chapter 31: Reports & Analytics
Chapter Overview
What You'll Learn:
- How to open Reports
- Which reports full EMR vs billing-only agencies see
- How to filter and export
Path: Sidebar → Compliance & reporting → Reports → /dashboard/reports
Page title: Reports
Text-only.
31.1 Report Hub
Full EMR
Subtitle: Run and export agency reports. Filter by branch, clinician, or date range where available.
Cards:
| Card | Opens |
|---|---|
| Patient Census Report | /dashboard/reports/patient-census |
| Episode Management Report | /dashboard/reports/episode-management |
| Missed Visit Report | /dashboard/reports/missed-visits |
| Recertification Due Report | /dashboard/reports/recertification-due |
| Claims Report | /dashboard/reports/claims |
Billing-only
Subtitle focuses on claims. Hub shows only Claims Report. Clinical census / episode / missed / recert cards are hidden.
31.2 On Each Report Page
Typical actions: Back to Reports · Refresh · Export CSV · Export PDF · filters (Apply / Clear filters; Claims uses Filter Claims).
Examples of filters you may see:
- Patient Census / Episodes: search name or MRN, status, branch (if multi-branch)
- Missed Visit: status (Missed / Cancelled), date range
- Recertification Due: certification end window (e.g. due in 0–14 days)
- Claims: claim # / name / MRN, status, payer, created dates, branch; summary for Total Billed / Total Paid / Total Balance
Reports are available in sandbox (unlike Claims Center). Billing modules that post/submit may still be blocked separately — see Chapter 27.
31.3 Quick Checklist
- Open the correct report for your agency type
- Apply filters → Export CSV/PDF as needed
- Billing-only: use Claims Report for revenue analytics