GROUP REPORTS

GROUP REPORTS

REPORTCOMMENT/NOTES
GROUP REPORTS
1Group Payment Summary
2Group Attendance SummaryFilter = Date Range, Client Name (blank for all). One row per group. Columns Group Description, Group start/end dates total number of sessions, total number of clients assigned to the group and total number of attendances.
3Group Progress Notes Details ReportFilter = Group Code and Date Range.
4Group Progress ReportFilter = Date Range. List report of total number of sessions, date field that might be the 1st session date, number of progress notes, number of attendances, total payments, number of insurances, group name.
5Group Receivables Aging Summary
6Group Registration SummaryFilter = date range. List of each group code, group description, group start/end date, number of sessions and number clients. Also see Group Attendance Summary which contains most of the same data plus it includes total number of attendances.
7Progress Notes SummaryFilter = date range - List report of Group Description, start/end dates, number of sessions, number of clients then number of standard, SOAP or BIRP notes. Could be a quick check that notes are being recorded.

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