| REPORT | COMMENTS/NOTES |
| | |
| MISCELLANEOUS REPORTS | |
| 1 | Acceptance Report | Report listing all clients that had a treatment plan created and its Status. |
| 2 | Active Inactive Discharged Report | Summary numbers based on filter selections. |
| 3 | Age/Year Report | Report listing client ages |
| 4 | Appointment Details | Report listing all appointments over a period. |
| 5 | Appointment Reminder Log | Shows that reminders were sent out for appointments and when. |
| 6 | Appointments by Counselor | Therapist, Supervisor, Manager Report. List of appointments and attendance. Includes location but not in filter. |
| 7 | Appointments Export Report | Good report if you are going to be away from a computer. Export and print your appointment schedule over a date range including the future. |
| 8 | Attendance Report | Simple report listing all sessions for a client or all clients. Doesn't indicate if attended or no show. |
| 9 | Billing Summary All Activity | |
| 10 | Calendar Appointment | Report showing all appointments the service code, time, counselor Good to see how your therapists/interns are seeing clients. |
| 11 | Calendar Print | |
| 12 | Claims Detail Report | Simple report listing client sessions, amount owed and when transmitted to the company. |
| 13 | Client Address Labels | Report with name address telephone number. Would download and then format based on the type of labels you need. |
| 14 | Client Authorization Report | Filter is for single client. |
| 15 | Client by Counselor and Supervisor | |
| 16 | Client by Counselor Report | |
| 17 | Client by Last Session | Simple filter just enter date and prints date of last session by client/counselor. |
| 18 | Client Checkin Details | |
| 19 | Client Deposit Balance Report | |
| 20 | Client Details by Therapist | Report indicating if CA and TP exists, last session, etc. also see Client Status Report |
| 21 | Client Details With First Session Date Report | Simple report showing the client date of registration and date of first session. |
| 22 | Client Discharge List | Simple date filter listing discharged clients and the Reason for Discharge from the Discharge summary. |
| 23 | Client Face Sheet | Single client. Auto saves to a PDF information a lot like the client;s Pre-registration screen with additional info. |
| 24 | Client Insurance Eligibility Report | Creates a report titled Insurance Claims Submitted. Lists the EDI transactions sent to Medicare and Medical.with claim number but not when transmitted or paid. |
| 25 | Client with out Session | List of clients, counselor, email and dob. |
| 26 | Client by Counselor and Supervisor | Report listing client, registration date, last session, counselor 1 & 2 and supervisor. |
| 27 | Clients by County Report | Filter with either sessions or new registrations and date range. Useful for identifying data gaps. |
| 28 | Clients by Insurance | List of all clients by insurance, other, self-pay |
| 29 | Clients by Insurance Billing Type | Simple report listing client, carrier name, billing type. |
| 30 | Client Diagnosis Report | Simple report grouped by counselor and client name and ICD 10 diagnosis. |
| 31 | Client Phone List | Counselor date filter. Both work, cell numbers plus emergency contact phone number. |
| 32 | Company Billing Export Report | Extensive filters. Including Multi-select Location and Funding source. One row per session. |
| 33 | Consent Completion Date Report | Simple report each counselor has subsection with client name, client id and Completion Date of consent. |
| 34 | Counselor Status Report | Basically a phone and email list of counselors. |
| 35 | Deleted Client Report | |
| 36 | DHR Activity Report | |
| 37 | DHR with Drug and Diagnosis | |
| 38 | Discharge Summary | |
| 39 | Discharge Summary with Referral Details Report | Simple report of the Referred to Agency, contact and services and the Referral source from the client Discharge. |
| 40 | Eligibility Check | List of clients, dob, insurance career, subscriber Id and Phone. Info is in the system and only accessed a client at a time. |
| 41 | Eligibility Report | |
| 42 | Encounter Form Report | |
| 43 | End of Year Company Report | |
| 44 | ERA Detail Report | |
| 45 | ERA Report | |
| 46 | Funding Source by Counselor | By session list. |
| 47 | Future Client Appointments | List of a particular clients upcoming appointments. Could make a nice handout but would need to print it and text and email reminders already available. |
| 48 | HCFA Report | |
| 49 | Insurance Auth Report | Filter = client, counselor, date range, service, payer, status (active, expired, all). List of authorizations and how many have been used plus other information. Good to check backlog and when a counselor may be getting close to having an opening. |
| 50 | Insurance Billing Summary | |
| 51 | Last Appointment Status by Counselor | Lists clients, their last session date, how long since it has been since last session and whether or not they attended. This should be used by the counselor/program manager to follow up with stale clients to see if they should be made inactive. |
| 52 | List Progress Note by Counselor | By counselor, by client list each session and the status of the progress note for that session. Could highlight for counselor/program manager/clinical director notes that have not been finished or approved. Also see the Missing Progress Notes report a little further down. |
| 53 | Manna Daily Charge Sheet | Counselor date filter. List each session, the price the balance and the total. |
| 54 | Missing Authorizations | Filter = client, counselor, date range, service, payer, status (active, expired, all). List of authorizations and how many have been used plus other information. check backlog and when a counselor may be getting close to having an opening. |
| 55 | missing Progress Notes | Counselor, date filter. Simple list of client and date of service that does not have a progress note attached to it. |
| 56 | Monthly Billing Summary by Therapist | Filter therapist and month. Financial summary of monthly avg and each month. |
| 57 | Monthly Transaction History | Date range, counselor filter. Summary row per counselor of total charges, total revenue and total write-off. |
| 58 | No Claims | Date range, session status, filter. List each session, payer type, counselor, billing code, total charges, progress note status and claim status. |
| 59 | Ohio Behavioral Health Report | |
| 60 | Paperwork Needed | |
| 61 | Patient Demographic Report | Date range filter. Specifically formatted order sheet for a specific company |
| 62 | Progress Note Print | Filter counselor, date range (7 days max), note type, client name. Prints formated progress note. |
| 63 | Receivables Aging Detail | Filter = Client (blank=all) Counselor (blank = all) as of date group by payer. List report. One row per session. Sesion date, client, counselor than current, over 30, 0ver 60, over 90, over 180. Column totals at end of report. |
| 64 | Receivables Aging Summary | Difference between previous is one row per client vs per session,can filter on location and shows total owed which helps managers. Filter = client, counselor, location, As of date. List report showing client, Current, over 30, over 60, over 90, over 120, over 180 and Total amount client owes. |
| 65 | Receivables by Client | This is a summary by client of total charges, payments by type and remaining balance. No aging. Filter = client (blank = all), counselor (select = all), as of date. Point in time list report. Client, Total Charges, Pri Ins Payments, sec ins payments, client payments, write off, balance, deposit bal. No counselor name or location indicator in list or header if used. |
| 66 | Red Flag Report | Filter on client. Just lists the client name, Insurance type and Description typed in the description field. |
| 67 | Referral Source Report | Filter = Referral source, date range, service, attendance and client status. Provides list of all client sessions grouped by Referral Source. Includes data on attendance and diagnosis also.. |
| 68 | Registration Summary | Filter = Date Range and Payer. Simple report listing client name, DOB, Registration date, phone and email. |
| 69 | Retainer Letter | |
| 70 | Revenue Report | Filter = date range, counselor. One row report showing total charges and then totals by pay type (cash, check, Ins, etc.) |
| 71 | Sliding Scale Fee Report | Filter = Counselor and Client. List of all clients with a sliding scale and the amount per service type. |
| 72 | Student Requirement Audit | Filter - Counselor, Date Range |
| 73 | Supervision/Probation Office Report | Filter = Probation Officer, Date Range. Formatted list report to be sent to specific probation officer. Client, dob, session date, attended yes/no payment and client status. |
| 74 | System Usage Summary Report | Filter = Date Range. One row per Therasoft user showing role total number of sessions, payments, progress notes, etc. Use to check who is using the system and collecting sliding scale.. |
| 75 | Terms and Conditions Status Report | Filter = Counselor (all), date range. Simple list report with client name, creation date, singed status, completion status. |
| 76 | Total Clients Monthly Details Report | Filter = date range. Summary total row showing Active clients beginning period, new registrations, discharges and active clients end of period as a bonus a total number of referrals. |
| 77 | Treatment Plan by Client | Filter = client name, date range, client status, treatment plan status (in progress, finished, approved). Data is client name, TP date, Diagnosis, counselor, TP status and Review date. |
| 78 | Treatment Type by Client | Filter - Treatment Type and Date Range. |
| 79 | Unbilled Sessions report | Filter = date range, counselor. Client ID session date service attendance, Payer ID Payer, charges, payments, diagnosis and counselor. |
| 80 | User Login Tracking | Filter = User, Date Range = sorts by user showing date login and logout times. |
| 81 | User Status Report | Filter = Security Role, Status - list of all users their setup date, status and contact info. |