Description: In this guide, the user will learn how to run and download reports, understand the filters available for searching, and the available column data in each report.
*Please note: Report access differs by mode. In service provider (SP mode) the user will have access to all reports based on the assigned role. In fiscal intermediary (FI mode) the user will have access to reports based on the assigned role and cost center. The employer and case worker roles can only view a limited subset of reports to maintain HIPAA compliance. Report access is dependent upon role or permission.
Roles Required: Super User, Supervisor, Employer, Case Worker
Permissions Required: N/A
Table of Contents
*Please note: The employer and case manager roles can only view a limited subset of reports to maintain HIPAA compliance.
Reports can be filtered based on desired criteria. Filter options vary based on the selected report. Please refer to the list below for a description of each filter.
Navigation: Reports > COA Reports > Auto Approval Report
Purpose: View the results of all punches that the system attempted to auto approve.
Filters Available: | Columns Available: |
· Date From | · Entry ID |
· Date To | · Date of Service |
· Account Type | · Account Type |
· Client Name | · Employee Name |
· Employee Name | · Employee Number |
· Service Code | · Client/Program Name |
· Cost Center | · Account Reference |
· Status | · Cost Center |
· Auto Approval Result | · Service Code |
· Failure Reason | · Start Date |
· End Date | |
· Amount | |
· EVV | |
· Status | |
· Auto Approval Result | |
· Auto Approval Failure Reason | |
· Created By | |
· Created Date | |
· Input Method |
Navigation: Reports > COA Reports > Punch Entries Report
Purpose: View all punch entries made in the system based on desired filters.
Filters Available: | Columns Available: |
· Date From | · Punch ID |
· Date To | · Pay Week |
· Account Type | · Date of Service |
· Client Name | · Account Type |
· Employee Name | · General Activity |
· Service Code | · Employee/Vendor Name |
· Cost Center | · Employee Number |
· Activity | · Client/Residential/Day Program Name |
· Status | · Account Reference |
· Entry Type | · Cost Center |
· Service Code | |
· Start Date | |
· End Date | |
· Hours | |
· Amount | |
· EVV | |
· EVV Method | |
· Status | |
· Entry Type | |
· Pay Rate | |
· Pay Rate Name |
Navigation: Reports > COA Reports > Punch Entry Details Report
Purpose: View all punch entries made in the system based on desired filters. Also view who and when created the punch and approved or rejected the punch.
Filters Available: | Columns Available: |
· Date From | · Punch ID |
· Date To | · Pay Week |
· Account Type | · Reference Punch ID |
· Client Name | · Date of Service |
· Employee Name | · Account Type |
· Service Code | · Vehicle Type |
· Cost Center | · General Activity |
· Activity | · Employee/Vendor Name |
· Status | · Employee Number |
· Payroll Batch Name | · Client/Residential/Day Program Name |
· Payroll Batch Id | · Employee Time Zone |
· Entry Type | · Client/Program Time Zone |
· Include Canceled and Rejected Punches | · Account Reference |
· Include Only Unbatched Punches | · Cost Center |
· Service Code | |
· Start Date | |
· End Date | |
· Hours | |
· Amount | |
· Billable Amount | |
· Rounded Amount | |
· Employer Burden Rate | |
· Employer Cost | |
· EVV | |
· EVV Method | |
· Status | |
· Created By | |
· Created Date | |
· Created IP Address | |
· Approved/Rejected By | |
· Approved/Rejected Date | |
· Approved IP Address | |
· Input Method Type | |
· Payroll Batch Name | |
· Payroll Batch ID | |
· Entry Type | |
· Pay Rate | |
· Pay Rate Name | |
· EVV Compliant | |
· Flags | |
· Reason Code Name 1 | |
· Reason Code 1 | |
· Free Text Note 1 |
Navigation: Reports > COA Reports > Service Accounts Report
Purpose: View all service accounts in system.
Filters Available: | Columns Available: |
· Profile Type | · Account Type |
· Employee/Client/Residential/Day Program | · Account ID |
· Cost Center | · Employee/Residential/Day Program Name |
· Service Code | · Employee Number/Client ID |
· Account Type | · Cost Center |
· Status | · Pay Rate |
· Service Code | |
· Client/Residential/Day Program | |
· Account Reference | |
· Status | |
· EVV Exempt | |
· EVV Frequency | |
· Display Auth Widget | |
· Relationship Type |
Navigation: Reports > COA Reports > Residential Attendance Report
Purpose: Shows attendance each day for clients present at a residential program.
Filters Available: | Columns Available: |
· From Date | · Punch ID |
· To Date | · Cost Center Code |
· Residential Name | · Client Last Name |
· Cost Center | · Client First Name |
· Client Name | · Account Reference |
· Service Code | |
· Start Date | |
· End Date | |
· Number of Days | |
· Residential Name | |
· EVV Location |
Navigation: Reports > COA Reports > Residential Absentee Report
Purpose: Shows absences for each day clients at a residential program.
Filters Available: | Columns Available: |
· From Date | · Punch ID |
· To Date | · Cost Center Code |
· Residential Name | · Client Last Name |
· Cost Center | · Client First Name |
· Client Name | · Account Reference |
· Service Code | |
· Start Date | |
· End Date | |
· Submitted Check Out | |
· Submitted Check In | |
· Number of Days | |
· Residential Name | |
· Reason | |
· Notes |
Navigation: Reports > COA Reports > Parenting Attendance Report
Purpose: Shows attendance each day for clients present at a parenting program.
Filters Available: | Columns Available: |
· From Date | · Punch ID |
· To Date | · Cost Center Code |
· Parenting Name | · Client Last Name |
· Cost Center | · Client First Name |
· Client Name | · Account Reference |
· Service Code | |
· Start Date | |
· End Date | |
· Number of Days | |
· Parenting Name |
Navigation: Reports > COA Reports > Parenting Absentee Report
Purpose: Shows each day clients that were absent at a parenting program.
Filters Available: | Columns Available: |
· From Date | · Punch ID |
· To Date | · Cost Center Code |
· Parenting Name | · Client Last Name |
· Cost Center | · Client First Name |
· Client Name | · Account Reference |
· Service Code | |
· Start Date | |
· End Date | |
· Number of Days | |
· Parenting Name | |
· Reason | |
· Notes |
Navigation: Reports > COA Reports > Day Attendance Report
Purpose: Shows attendance each day for clients present at a day program.
Filters Available: | Columns Available: |
· From Date | · Punch ID |
· To Date | · Cost Center Code |
· Day Program Name | · Client Last Name |
· Cost Center | · Client First Name |
· Client Name | · Account Reference |
· Service Code | |
· Start Date | |
· End Date | |
· Hours | |
· Amount | |
· Day Program Name · EVV Location |
Navigation: Reports > COA Reports > Group Service Attendance Report
Purpose: Shows each shift worked with clients in a group service.
Filters Available: | Columns Available: |
· From Date | · Punch ID |
· To Date | · Cost Center Code |
· Group Service Name | · Client Last Name |
· Cost Center | · Client First Name |
· Client Name | · Account Reference |
· Employee Name | · Service Code |
· Start Date | |
· End Date | |
· Hours | |
· Amount | |
· Group Service Name | |
· Employee Name · EVV Compliant · EVV Location |
Navigation: Reports > COA Reports > Mileage Entries Details Report
Purpose: View all mileage entries made in the system based on desired filters.
Filters Available: | Columns Available: |
· From Date | · Punch ID |
· To Date | · Date of Service |
· Employee Name | · Account Type |
· Cost Center | · Method |
· Status | · Employee Name |
· Method | · Employee Number |
· Cost Center | |
· Check In | |
· Check Out | |
· Hours | |
· Units | |
· Starting Odometer | |
· Ending Odometer | |
· Starting Geolocation | |
· Ending Geolocation | |
· Employee Exceeded Travel Time Tolerance | |
· Supervisor Approved Travel Time Deviation | |
· Created By | |
· Created By Date | |
· Created By IP Address | |
· Approved/Rejected By | |
· Approved/Rejected Date | |
· Approved By IP Address |
Navigation: Reports > COA Reports > Low Accuracy Device Report
Purpose: View entries that had low geolocation accuracy when entered.
Filters Available: | Columns Available: |
· From Date | · Entry ID |
· To Date | · Employee Name |
· Client Name | · Service Code |
· Employee Name | · Service Date |
· Cost Center | · Account Type |
· Account Type | · Device Name |
· Low Location Count | |
· Good Location Count |
Navigation: Reports > COA Reports > Void Pre Action Report
Purpose: Provide information about entries to determine if they can be voided.
Filters Available: | Columns Available: |
· Date From | · Entry ID |
· Date To | · Entry Type |
· Account Type | · Check # |
· Client Name | · Account Type |
· Employee Name | · Service Code ID |
· Service Code | · Service Code Name |
· Cost Center | · Service Code Bill Code |
· Check Number | · Cost Center ID |
· Cost Center Name | |
· Cost Center Code | |
· Authorization ID | |
· Employee Profile ID | |
· Employee Number | |
· Employee Last Name | |
· Employee First Name | |
· Client Profile ID | |
· Client ID | |
· Client Last Name | |
· Client First Name | |
· Ref Entry ID | |
· Service Date | |
· Rate | |
· Start Date | |
· End Date | |
· Amount | |
· Billable Amount | |
· Status | |
· Compensated | |
· Active Pre-Auth Holds | |
· Can be Voided |
Navigation: Reports > COA Reports > Time Card Report
Purpose: List all punch entries per filter results with all information needed to obtain client sign off. This report is used in areas where paper documentation with a wet signature is still required.
Filters Available: | Columns Available: |
· From Date | · Punch Entry Id |
· To Date | · Billing Batch Id |
· Funding Source Name | · Client Name |
· Client Name | · Account Ref |
· Employee Name | · Region Name |
· Service Code | · Cost Center |
· Cost Center | · Case Worker Name |
· Client/Employee | · Date of Service |
· Employee Name | |
· Employee Number | |
· Service Code | |
· Bill Code | |
· Start Time | |
· End Time | |
· Billing Units | |
· Portal Sign Off | |
· Punch Notes |
Navigation: Reports > COA Reports > Reason Code Report
Purpose: List all punch entries with a reason code attached.
Filters Available: | Columns Available: |
· From Date | · Punch ID |
· To Date | · Reason Code Name |
· Client Name | · Reason Code |
· Employee Name | · Reason Code Description |
· Service Code | |
· Cost Center |
Navigation: Reports > Authorization Reports > Authorization Entries Report
Purpose: Shows all authorizations in the system.
Filters Available: | Columns Available: |
· Client Name | · Authorization ID |
· Funding Source Name | · Client Name |
· Account Type | · Client ID |
· Service Code | · Service Code |
· Cost Center | · Cost Center |
· Cut Off Date | · Region |
· Region | · Authorization ID Reference |
· Include Future Authorizations | · Authorization ID Reference 1 |
· Include Ended Authorizations | · Authorization ID Reference 2 |
· Include Discharged Clients Authorizations | · Authorization ID Reference 3 |
· Include Rejected Authorizations | · Authorization ID Reference 4 |
· Authorization ID Reference 5 | |
· Eligibility Code | |
· Start Date | |
· End Date | |
· Expiration Date | |
· Initial Balance | |
· Remaining Balance | |
· Holds | |
· Available | |
· Billing Rate | |
· Monthly Max | |
· Weekly Max | |
· Daily Max | |
· Maximum Daily Billable Units | |
· Daily Rate | |
· Billing Unit | |
· Non Billable | |
· Billing Hold | |
· Status | |
· Created By | |
· Created Date | |
· Approved/Rejected By | |
· Approved/Rejected Date |
Navigation: Reports > Authorization Reports > Authorization Transactions Report
Purpose: Shows all transactions on an authorization.
Filters Available: | Columns Available: |
· From Date | · Authorization ID |
· To Date | · Client Name |
· Funding Source Name | · Service Code |
· Account Type | · Cost Center |
· Service Code | · Entry ID |
· Cost Center | · Entry Type |
· Entry Type | · Account Type |
· Region Name | · Employee/Residential/Day Program/Vendor Name |
· Include Future Authorizations | · Date of Service |
· Include Ended Authorizations | · Amount |
· Include Discharged Clients Authorizations | · Bill Rate |
· Include Rejected Authorizations | · Region |
Navigation: Reports > Authorization Reports > Authorization Run Rate Report
Purpose: Compares the projected number of units that need to be provided to deplete the authorization by the end date to the current rate of provision.
Filters Available: | Columns Available: |
· Client Name | · Authorization ID |
· Funding Source Name | · Client Name |
· Account Type | · Service Code |
· Service Code | · Cost Center |
· Cost Center | · Region Name |
· Include Future Authorizations | · Start Date |
· Include Ended Authorizations | · End Date |
· Include Discharged Clients Authorizations | · Initial Balance |
· Include Rejected Authorizations | · Remaining Balance |
· Holds | |
· Projected Weekly Run Rate | |
· Current Weekly Run Rate | |
· Projected Weekly Run Rate | |
· Projected # of Weeks Until Zero | |
· Projected Monthly Run Rate | |
· Current Monthly Run Rate | |
· Projected # of Months Until Zero | |
· Determined Status |
Navigation: Reports > Authorization Reports > Expiring Authorization Report
Purpose: Lists authorizations with an end date within the specified “number of days to look forward” (30, 60, 90, 120 days).
Filters Available: | Columns Available: |
· Client Name | · Authorization ID |
· Funding Source Name | · Client Name |
· Account Type | · Service Code |
· Service Code | · Cost Center |
· Cost Center | · Start Date |
· 30, 60, 90, 120 Days | · End Date |
· Include Future Authorizations | · Initial Balance |
· Include Ended Authorizations | · Remaining Balance |
· Include Discharged Clients Authorizations | · Holds |
· Include Rejected Authorizations | · Future Auth Present (Y/N) |
· Include Active Clients Only | · Future Auth ID |
· Future Auth Start Date | |
· Future Auth End Date | |
· Future Auth Status | |
· Expiring Auth Gap |
Navigation: Reports > Management Reports > Punch Entry Overtime Report
Purpose: Lists employees that punched overtime in a selected pay week.
Filters Available: | Columns Available: |
· From Date | · Employee Name |
· To Date | · Employee Number |
· Cost Center | · Cost Center Code |
· Employee Name | · Total Hours Worked |
Navigation: Reports > Management Reports > Punch Entry Authorization Violation Report
Purpose: Lists punches that exceeded the current authorization.
Filters Available: | Columns Available: |
· From Date (required) | · Punch ID |
· To Date (required) | · Date of Service |
· Account Type | · Account Type |
· Client Name | · Employee Name |
· Employee Name | · Employee Number |
· Cost Center | · Client Name |
· Service Code | |
· Start Date | |
· End Date | |
· Violation Type: D = Daily Max, W = Weekly Max, M = Weekly Max, R = Remaining Balance | |
· Hours | |
· Amount | |
· Billable Amount | |
· Status |
Navigation: Reports > Management Reports > Late Punch Entry Report
Purpose: Lists punches made 3 or more days after the date of service.
Filters Available: | Columns Available: |
· From Date | · Punch ID |
· To Date | · Date of Service |
· Cost Center | · Account Type |
· Employee Name | |
· Employee Number | |
· Client/Residential/Day Program Name | |
· Service Code | |
· Start Date | |
· End Date | |
· Hours | |
· Amount | |
· Status | |
· Created By | |
· Created Date |
Navigation: Reports > Management Reports > Client Approval Bypassed Punch Entry Report
Purpose: Lists punch entries that were approved by a supervisor prior to client sign off being obtained.
Filters Available: | Columns Available: |
· From Date | · Punch ID |
· To Date | · Date of Service |
· Cost Center | · Account Type |
· Employee Name | |
· Employee Number | |
· Client Name | |
· Cost Center Code | |
· Service Code | |
· Start Date | |
· End Date | |
· Hours | |
· Amount | |
· Status | |
· Supervisor Name |
Navigation: Reports > Management Reports > Late Punch Entry Approval Report
Purpose: Lists punches that were approved 3 or more days after the date of service.
Filters Available: | Columns Available: |
· From Date | · Punch ID |
· To Date | · Date of Service |
· Cost Center | · Account Type |
· Employee Name | |
· Employee Number | |
· Client/Residential/Day Program Name | |
· Service Code | |
· Cost Center | |
· Start Date | |
· End Date | |
· Hours | |
· Amount | |
· Status | |
· Created By | |
· Created Date | |
· Approved By | |
· Approved Date |
Navigation: Reports > Management Reports > Pay Week Hours Report
Purpose: Show the total number of hours worked for a selected pay week and display the number of remaining hours before going into overtime. Results are displayed in one line item per employee, per cost center.
Filters Available: | Columns Available: |
· Client Name | · Employee Name |
· Employee Name | · Employee Number |
· Service Code | · Cost Center |
· Cost Center | · Total # of Approved Hrs |
· Status (Entry) | · Total # of Pending Hrs |
· Pay Week (Dates) | · Total # of Remaining Hrs |
· Total # of OT Hrs | |
· Pay Week |
Navigation: Reports > Management Reports > Pay Week Total Hours Report
Purpose: Show the total number of hours worked for the current pay week and separated into Approved, Pending, and Unverified Hours.
Filters Available: | Columns Available: |
· Employee Name | · Employee Name |
· Pay Week (Dates) | · Cost Center |
· Approved Hours | |
· Pending Hours | |
· Unverified Hours | |
· Total Hours (Per Cost Center) | |
· Pay Week |
Navigation: Reports > Management Reports > Unbillable Entries Report
Purpose: Shows all unbillable entries for a specific pay week.
Filters Available: | Columns Available: |
· From Date | · Punch ID |
· To Date | · Authorization Id |
· Account Type | · Date of Service |
· Client Name | · Account Type |
· Employee Name | · Client Name |
· Service Code | · Cost Center |
· Cost Center | · Employee/ Program Name |
· Include Write Off Entries | · Employee Number |
· Service Code | |
· Start Time | |
· End Time | |
· Amount | |
· Billable Amount | |
· Bill Rate | |
· Billing Determination | |
· Funding Source | |
· Status |
Navigation: Reports > Management Reports > Compensating Entries Report
Purpose: Shows all compensating service code entries for a specific pay week.
Filters Available: | Columns Available: |
· Year | · Client First Name |
· Week (# - Dates) | · Client Last Name |
· Account Type | · Client ID |
· Client Name | · Service Code |
· Employee Name | · Cost Center Code |
· Service Code | · Type of Compensation |
· Cost Center | · Original Punch ID |
· Status (Entry) | · Original Date of Service |
· Original Start Date | |
· Original End Date | |
· Original Punch Amount | |
· Offsetting Date of Service | |
· Offsetting Start Date | |
· Offsetting End Date | |
· Offsetting Punch Amount | |
· New Punch ID | |
· New Date of Service | |
· New Start Date | |
· New End Date | |
· New Punch Amount |
Navigation: Reports > Management Reports > Total Daily Hours Report
Purpose: View total daily hours for an employee and the status of each entry.
Filters Available: | Columns Available: |
· Employee Name | · Cost Center |
· Approved Hours | |
· Pending Hours | |
· Unverified | |
· Total Hours |
Navigation: Reports > Management Reports > Voided Entries Report
Purpose: Provide a way to locate punch entries in the system that have been voided.
Filters Available: | Columns Available: |
· From Date | · Punch ID |
· To Date | · Pay Week |
· Account Type | · Date of Service |
· Client Name | · Account Type |
· Employee Name | · General Activity |
· Service Code | · Employee Name |
· Cost Center | · Employee Number |
· Client/Program Name | |
· Account Reference | |
· Cost Center | |
· Service Code | |
· Start Date | |
· End Date | |
· Amount | |
· Rate | |
· EVV | |
· EVV Method | |
· Status | |
· Voided |
Navigation: Reports > Management Reports > Employee Pay Rates Report
Purpose: Provide a way to pull all Pay Rates defined for an Employee that match the search criteria.
Filters Available: | Columns Available: |
· From Date | · Employee Name |
· To Date | · Employee State |
· Employee Name | · Cost Center |
· Client Name/Program Name | · Pay Rate Name |
· Cost Center | · Pay Rate |
· State | · Start Date |
· End Date | |
· Primary | |
· Account Id | |
· Service Code | |
· Funding Source | |
· Client/Program Name | |
· Account Type |
Navigation: Reports > Payroll Reports > Payroll Batch Report
Purpose: Shows all payroll entries (and punch entries if desired) that were included in a payroll batch.
Filters Available: | Columns Available: |
· Batch Id | · Batch ID |
· Cost Center | · Employee Number |
· Employee Name | · Employee Type |
· Punch Entries | · Employee Last Name |
· Employee First Name | |
· Account Type | |
· Service Code | |
· Cost Center Code | |
· Entry Type | |
· Entry ID | |
· Ref Entry ID | |
· Date of Service | |
· Pay Code Name | |
· Pay Units | |
· Estimated Payroll Burden | |
· Net Pay | |
· Payroll Modifier | |
· Payroll Ref Id | |
· Payroll Ref Check Id | |
· Pay Week |
Navigation: Reports > Payroll Reports > Total Hours by Month Report
Purpose: Shows the number of hours worked by an employee, separated by month.
Filters Available: | Columns Available: |
· From Date | · Employee Name |
· To Date | · First Name |
· Last Name | |
· Month/Year |
Navigation: Reports > Payroll Reports > Check Details Report
Purpose: View all payroll entries made in the system by desired PayRoll Ref Check Id.
Filters Available: | Columns Available: |
· Check Number | · Check Number |
· Batch ID | |
· Entry ID | |
· Entry Type | |
· Ref Entry ID | |
· Date of Service | |
· Account Type | |
· Employee Service Account ID | |
· Service Code | |
· Employee Number | |
· Employee Last Name | |
· Employee First Name | |
· Start Date | |
· End Date | |
· Amount | |
· PayRate | |
· Status | |
· Pay Code Name | |
· PayUnits | |
· Payroll Burden | |
· Payroll System Reference ID |
Navigation: Reports > Billing Reports > Billing Batch Details Report
Purpose: Shows all billing entries (and punch entries if desired) that were included in a billing batch.
Filters Available: | Columns Available: |
· Batch Id | · Batch ID |
· Cost Center | · Account Reference |
· Client Name | · Client Last Name |
· Funding Source Name | · Client First Name |
· Punch Entries | · Cost Center Code |
· Entry Type | |
· Entry ID | |
· RefEntryID | |
· Service Date | |
· Bill Code | |
· Bill Units | |
· Bill Rate | |
· Rollup ID |
Navigation: Reports > Billing Reports > Billing Register Report
Purpose: Shows billing entries including the units, rate, and net amount per billing batch.
Filters Available: | Columns Available: |
· Batch Id | · Batch ID |
· Cost Center | · Account Reference |
· Client Name | · Entry Reference |
· Funding Source Name | · Region Name |
· Client Last Name | |
· Client First Name | |
· Cost Center Code | |
· Rollup ID | |
· Service Date | |
· Bill Code | |
· Bill Units | |
· Bill Rate | |
· Net Amount | |
· Authorization ID Reference 2 | |
· Authorization ID Reference 5 | |
· Service Code Reference 1 | |
· Service Code Reference 2 | |
· Service Code Reference 3 | |
· Actual Billable Amount | |
· Rounded Amount | |
· Actual Rounded Amount | |
· Case Worker 1 - 9 |
Navigation: Reports > Billing Reports > Residential Billing Absentee Report
Purpose: Shows all residential program absences per client for billing purposes.
Filters Available: | Columns Available: |
· From Date | · Client |
· To Date | · Account Reference |
· Residential Name | · Cost Center |
· Cost Center | · Region Name |
· Client Name | · Reason |
· Start Date | |
· End Date | |
· Days |
Navigation: Reports > Billing Reports > Parenting Billing Absentee Report
Purpose: Shows all parenting program absences per client for billing purposes.
Filters Available: | Columns Available: |
· From Date | · Client |
· To Date | · Account Reference |
· Parenting Name | · Cost Center |
· Cost Center | · Region Name |
· Client Name | · Reason |
· Start Date | |
· End Date | |
· Submitted Check Out | |
· Submitted Check In | |
· Days | |
· Total number of absent days |
Navigation: Reports > Billing Reports > Billing Entry Authorization Max Violation Report
Purpose: Shows all billing entries that violated an authorization max (daily, weekly, or monthly).
Filters Available: | Columns Available: |
· Batch Id | · Batch ID |
· Cost Center | · Entry ID |
· Client Name | · Client Last Name |
· Funding Source Name | · Client First Name |
· Service Code | · Service Code |
· Cost Center Code | |
· Billing Unit | |
· Max Setting Violated | |
· Amount Over Max |
Navigation: Reports > Billing Reports > Rollups Report
Purpose: View rollups based on desired search filter.
Filters Available: | Columns Available: |
· From Date | · Rollup ID |
· To Date | · Batch ID |
· Batch Id | · Rollup Date |
· Rollup Id | · Rollup Reference 1 |
· Rollup Reference 2 | |
· Rollup Reference 3 | |
· GL Code | |
· Number of Entries | |
· Net Units | |
· Net Amount | |
· Bill Units |
Navigation: Reports > Billing Reports > Rollups Details Report
Purpose: View rollups and their details based on desired search filter.
Filters Available: | Columns Available: |
· From Date | · Rollup ID |
· To Date | · Rollup Status |
· Batch Id | · Rollup Type |
· Rollup Id | · Batch ID |
· Rollup Status | · Rollup Date |
· Funding Source Name | · Start Time |
· Billing Unit | · End Date |
· Rollup Reference 1 | |
· Rollup Reference 2 | |
· Rollup Reference 3 | |
· GL Code | |
· Number of Entries | |
· Net Units | |
· Net Amount | |
· Amount Received | |
· Billing Entry Id | |
· Punch/Attendance Entry Id | |
· Client Name | |
· Client Number | |
· Funding Source | |
· Service Code | |
· Bill Code | |
· Bill Units | |
· Bill Rate | |
· Bill Code Override | |
· Bill Units Override | |
· Bill Rate Override | |
· Employee Name | |
· Employee Number |
Navigation: Reports > Billing Reports > Payback Rebill Report
Purpose: View all funding account entries and associated billing entries for any payback/rebills based on desired search filter.
Filters Available: | Columns Available: |
· From Date | · Batch Id |
· To Date | · Entry Id |
· Batch Id | · Entry Type |
· Cost Center | · Reference Entry Id |
· Client Name | · Date of Service |
· Service Code | · Account Type |
· Funding Source Name | · Employee First Name |
· Employee Last Name | |
· Employee Number | |
· Client/Residential/Day Program Name | |
· Cost Center | |
· Service Code | |
· Start Date | |
· End Date | |
· Amount | |
· Bill Units | |
· Bill Rate | |
· Rollup Id | |
· Actual Billable Amount | |
· Rounded Amount | |
· Actual Rounded Amount |
Navigation: Reports > Billing Reports > Billing Batch Payroll Results Report
Purpose: The report shows funding account entries and associated billing entries for any payback/rebills that meet the filter criteria.
Filters Available: | Columns Available: |
· Batch Id | · Billing Batch Id |
· Cost Center | · Client First Name |
· Client Name | · Client Last Name |
· Funding Source Name | · Client ID |
· Service Code | · Service Code |
· Date of Service | |
· Start Time | |
· End Time | |
· Employee Number | |
· Employee Type | |
· Employee First Name | |
· Employee Last Name | |
· Account Type | |
· Cost Center Code | |
· Entry Id | |
· Ref Entry Id | |
· Pay Code Name | |
· Pay Rate | |
· Pay Units | |
· Estimated Payroll Burden | |
· Net Pay | |
· Pay Rate Override | |
· Pay Units Override | |
· Payroll Ref Id | |
· Pay Date | |
· Gross Pay |
Navigation: Reports > Billing Reports > Write-Off Detail Report
Purpose: The report shows all punch entries that have a status of write-off.
Filters Available: | Columns Available: |
· From Date | · Batch Id |
· To Date | · Batch Name |
· Funding Source Name | · Funding Source Name |
· Account Type | · Funding Account Reference |
· Client Name | · Region Name |
· Employee Name | · Client Name |
· Service Code | · Client Id |
· Cost Center | · Cost Center |
· Status | · Account Type |
· Punch Entries | · Service Code |
· Billing Entries | · Service Code Billing Unit |
· Violation Type | |
· Units | |
· Billable Units | |
· Write Off Units (Units-Billable Units) | |
· Bill Rate | |
· Net Amount (Bill Units x Rate) | |
· Write Off Amount (Write Off Units X Rate) | |
· Status | |
· Actual Billable Amount | |
· Rounded Amount | |
· Actual Rounded Amount |
Navigation: Reports > Billing Reports > Billing Batch EDI Details Report
Purpose: Shows all billing entries that were included in an EDI billing batch.
Filters Available: | Columns Available: |
· From Date | · Batch Id |
· To Date | · Batch Name |
· Batch ID | · Batch Description |
· Cost Center | · Status |
· Funding Source Name | · Batch Created |
· Status | · Cost Center Code |
· EDI Response Received | · Funding Source Name |
· Unit Type | |
· Credit Entry Count | |
· Credit Total | |
· Debit Entry Count | |
· Debit Total | |
· Total Bill Units | |
· Total Bill Amount | |
· Sender ID | |
· Receiver ID | |
· EDI Control Number | |
· EDI Generated | |
· EDI Transmitted | |
· EDI Response Received |
Navigation: Reports > Billing Reports > Billing Batch Reason Code Report
Purpose: To show all entries in a billing batch with a reason code.
Filters Available: | Columns Available: |
· Batch ID | · CFA Punch ID |
· Cost Center | · ESA Punch ID |
· Client Name | · Billing Entry ID |
· Service Code | · Reason Code Name |
· Reason Code |
Navigation: Reports > Profile Reports > Employees Report
Purpose: View details of Employee Profile
Filters Available: | Columns Available: |
· Employee Name | · Profile ID |
· Employee Number | · Profile reference |
· Cost Center | · First Name |
· Employee Type | · Last Name |
· City Name | · Employee Number |
· State | |
· Status | · Address |
· From Date | · City |
· To Date | · State |
· Zip Code | |
· Time Zone | |
· DOB | |
· Cost Center | |
· Cost Center ID | |
· Type | |
· Holiday Schedule | |
· Username | |
· Employment Status | |
· Phone | |
· Alternate Phone | |
· Mobile Phone | |
· Training System Reference | |
· Weekly Hours Available | |
· Professional Id 1 | |
· Professional Id 2 | |
· Authentication Status | |
· Certification Template | |
· Photo Set | |
· Signature Set | |
· Email Confirm | |
· Blocked from Mobile App Access | |
· Blocked from Portal Access | |
· Creation Date | |
· Created By | |
· Hire Date | |
· Termination Date | |
· Preferred Language |
Navigation: Reports > Profile Reports > Roles Report
Purpose: View details of roles assigned to employee profiles
Filters Available: | Columns Available: |
· Role | · Profile ID |
· Cost Center | · First Name |
· Employee Name | · Last Name |
· Employee Number | · Employee Number |
· Cost Center ID | |
· Cost Center Code | |
· Role | |
· Date Added | |
· Added By | |
· Profile ID |
Navigation: Reports > Profile Reports > Clients Report
Purpose: View details of Client Profile
Filters Available: | Columns Available: |
· Client Name | · Profile ID |
· Client ID | · Profile reference |
· Cost Center | · First Name |
· City Name | · Last Name |
· State | · Client ID |
· Status | |
· From Date | · Address |
· To Date | · City |
· Region Name | · State |
· Funding Source Name | · Zip Code |
· Phone | |
· DOB | |
· Cost Center | |
· Cost Center ID | |
· Client Code | |
· Medicaid Number | |
· Region | |
· Status | |
· Creation Date | |
· Created By | |
· Discharge Date | |
· Suspended Date | |
· Preferred Language |
Navigation: Reports > Profile Reports > Residential Programs Report
Purpose: A directory of residential programs in the system.
Filters Available: | Columns Available: |
· Residential Program Name | · Profile ID |
· Cost Center | · Master Program Account ID |
· City | · Name |
· Status | · Address |
· Time Zone | |
· Phone | |
· Alternate Phone | |
· UserName | |
· Allow Sleep Shift | |
· Cost Center | |
· Weekly Default Hours | |
· Provider Service Location | |
· Profile Reference | |
· Total Client Service Accounts | |
· Total Employee Service Accounts | |
· Authentication Status | |
· Status |
Navigation: Reports > Profile Reports > Day Programs
Purpose: A directory of day programs in the system.
Filters Available: | Columns Available: |
· Day Program Name | · Profile ID |
· Cost Center | · Master Program Account ID |
· City | · Name |
· Status | · Address |
· Time Zone | |
· Phone | |
· Alternate Phone | |
· UserName | |
· Holiday Schedule | |
· Cost Center | |
· Provider Service Location | |
· Profile Reference | |
· On Call Ratio | |
· Operation Hours | |
· Total Client Service Accounts | |
· Total Employee Service Accounts | |
· Authentication Status | |
· Status |
Navigation: Reports > Profile Reports > Parenting Programs Report
Purpose: A directory of parenting programs in the system.
Filters Available: | Columns Available: |
· Parenting Name | · Profile ID |
· Cost Center | · Master Program Account ID |
· City | · Name |
· Status | · Address |
· Time Zone | |
· Phone | |
· Alternate Phone | |
· UserName | |
· Cost Center | |
· Profile Reference | |
· Total Client Service Accounts | |
· Total Employee Service Accounts | |
· Authentication Status | |
· Status |
Navigation: Reports > Profile Reports > Group Services Report
Purpose: A directory of group programs in the system.
Filters Available: | Columns Available: |
· Group Service Name | · Profile ID |
· Cost Center | · Master Program Account ID |
· City | · Name |
· Status | · Address |
· Time Zone | |
· Phone | |
· Alternate Phone | |
· Cost Center | |
· Profile Reference | |
· Total Client Service Accounts | |
· Total Employee Service Accounts | |
· EVV Required · Enable Geofencing · Require Multiple Clients Per Punch · Minimum # of Attendee · Status |
Navigation: Reports > Profile Reports > Guardians Report
Purpose: View details of Guardian Profile.
Filters Available: | Columns Available: |
· Guardian Name | · Profile ID |
· Cost Center | · First Name |
· State | · Last Name |
· Client Name | · Address |
· Client ID | · Address 2 |
· Status | · City |
· State | |
· Zip Code | |
· Time Zone | |
· Cost Center | |
· Phone | |
· Alternate Phone | |
· Mobile Phone | |
· Profile Reference | |
· Status | |
· Linked Client 1 ID | |
· Linked Client 1 Full Name | |
· Linked Client ID columns continue 2-35 | |
· Linked Client Full Name columns continue 2-35 |
Navigation: Reports > Profile Reports > Case Workers Report
Purpose: View details of Case Workers Profile.
Filters Available: | Columns Available: |
· Case Worker Name | · Profile ID |
· Cost Center | · First Name |
· State | · Last Name |
· Funding Source Name | · Address |
· Client Name | · Address 2 |
· Client ID | · City |
· Status | · State |
· Zip Code | |
· Time Zone | |
· Cost Center | |
· Phone | |
· Alternate Phone | |
· Status | |
· Profile Reference | |
· Can View Notes | |
· Can View Attachments | |
· Linked Client 1 ID | |
· Linked Client 1 Full Name | |
· Linked Client ID columns continue 2-43 | |
· Linked Client Full Name columns continue 2-43 |
Navigation: Reports > Profile Reports > Vendors Report
Purpose: View details of Vendors Profile.
Filters Available: | Columns Available: |
· Vendor Name | · Profile ID |
· DBA | · Name |
· Tax ID | · DBA |
· Cost Center | · Address |
· State | · Address 2 |
· Status | · City |
· State | |
· Zip Code | |
· Time Zone | |
· Cost Center | |
· Phone | |
· Alternate Phone | |
· Tax ID | |
· URL | |
· Profile Reference | |
· Status |
Navigation: Reports > Funding Account Reports > Funding Accounts Report
Purpose: Shows details of client funding accounts, including the balance to date.
Filters Available: | Columns Available: |
· Client Name | · Account ID |
· Service Code | · Account Type |
· Cost Center | · Client First Name |
· Unit | · Client Last Name |
· Status | · Client ID |
· Funding Source Name | · Account Reference |
· Account Type | · Cost Center |
· Funding Type | · Cost Center ID |
· Region Name | · Service Code |
· Service Code ID | |
· Funding Type | |
· Funding Source | |
· Funding Source ID | |
· Unit | |
· Balance | |
· Start Date | |
· End Date | |
· Staff Ratio | |
· Region | |
· Status |
Navigation: Reports > Funding Account Reports > Funding Account Entries Report
Purpose: The report shows all punch entries associated with a funding account, including the entry details and the associated funding account.
Filters Available: | Columns Available: |
· From Date | · Punch ID |
· To Date | · Pay Week |
· Punch Id | · Reference Punch ID |
· Account Type | · Date of Service |
· Client Name | · Account Type |
· Service Code | · Client Name |
· Funding Source Name | · Client ID |
· Cost Center | · Employee/Program Name |
· Status | · Account Reference |
· Billing Batch Name | · Cost Center |
· Billing Batch Id | · Service Code |
· Region Name | · Funding Source |
· Include Only Unbatched Punches | · State Date |
· End Date | |
· Hours | |
· Amount | |
· Billable Amount | |
· Employer Burden Rate | |
· Employer Cost | |
· EVV | |
· EVV Methods | |
· Status | |
· Created By | |
· Created Date | |
· Created IP Address | |
· Approved/Rejected By | |
· Approved/Rejected Date | |
· Approved IP Address | |
· Input Method Type | |
· Billing Batch Name | |
· Billing Batch ID | |
· Region |
Navigation: Reports > Settings Reports > Cost Center
Purpose: Shows cost centers by state and status.
NOTE: This report is only avaliable for superusers.
Filters Available: | Columns Available: |
· State | · Cost Center Id |
· Status | · Cost Center Name |
· Cost Center Code | |
· Cost Center Reference | |
· Cost Center Reference2 | |
· State | |
· Status |
Navigation: Reports > Settings Reports > Funding Sources Report
Purpose: Shows all funding sources.
Filters Available: | Columns Available: |
· Funding Source Name | · Profile ID |
· Type | · Name |
· Cost Center | · Address |
· State | · Address 2 |
· Status | · City |
· Exclude From Auto Approval | · State |
· Zip Code | |
· Country | |
· Exclude From Auto Approval | |
· Time Zone | |
· Cost Center | |
· Phone | |
· Alternate Phone | |
· Allow Offline Mobile App | |
· Allow Mobile App Portal Signoff Verification | |
· Sleep Shift Start | |
· Sleep Shift End | |
· Provider ID | |
· Profile Reference | |
· Type | |
· Status | |
· Require Reason Code for Manual Entries | |
· Allow Signature EVV Verification | |
· Allow Client Password EVV Verification | |
· Allow Client Pin EVV Verification | |
· Allow Picture EVV Verification | |
· Perform Picture Facial Recognition | |
· Picture Facial Recognition Threshold | |
· Allow Voice Recording EVV Verification | |
· Allow FOB EVV Verification | |
· Allow Approve Unverified Picture | |
· Allow Approve Unverified Signature | |
· Allow Approve Unverified Voice Recording |
Navigation: Reports > Settings Reports > Service Codes Report
Purpose: Shows all service codes per funding source.
Filters Available: | Columns Available: |
· Funding Source Name | · Funding Source ID |
· Account Type | · Funding Source Name |
· Status | · Service Code ID |
· Funding Type | · Service Code |
· CPT Code | · Account Type |
· HCPCS Code | · Funding Type |
· Billable | |
· Billing Unit | |
· Rounding Increment | |
· Rounding Type | |
· Payable | |
· Overtime Exempt | |
· Has Daily Rate | |
· Daily Max | |
· Daily Bill Rate | |
· Daily Bill Code | |
· Billing Rollup Type | |
· Default Provider Service Location | |
· Bill Code | |
· Billing Multiplier | |
· EVV Required | |
· Require Care Notes | |
· Reference 1 | |
· Reference 2 | |
· Reference 3 | |
· CPT Code | |
· HCPCS Code | |
· EVV Aggregation Required | |
· Is Travel Time | |
· Status | |
· Require EVV Location | |
· Show Remaining Balance | |
· Show Monthly Balance | |
· Show Weekly Balance | |
· Show Daily Balance |
Navigation: Reports > Settings Reports > Service Code Groups Report
Purpose: Shows all service codes per funding source.
Filters Available: | Columns Available: |
· Group Name | · Group ID |
· Service Code | · Group Name |
· Status | · Description |
· Status | |
· Member Service Code ID 1 | |
· Member Service Code Name 1 | |
· Member Service Code ID columns continue 2-4 | |
· Member Service Code Name columns continue 2-4 |
Navigation: Reports > Settings Reports > Regions Report
Purpose: Shows regions per funding source.
Filters Available: | Columns Available: |
· Funding Source Name | · Funding Source Profile ID |
· Region Name | · Funding Source Name |
· State | · Region ID |
· City Name | · Region Name |
· Status | · Address |
· City | |
· State | |
· Postal Code | |
· Phone | |
· Fax | |
· Contact Name | |
· Region Reference | |
· Status |
Navigation: Reports > EVV Reports > EVV Entries Report
Purpose: View all information for an entry.
Filters Available: | Columns Available: |
· From Date | · Punch Id |
· To Date | · Date of Service |
· Client Name | · Start Time |
· Employee Name | · End Time |
· Cost Center | · Employee Name |
· Client Name | |
· Service Code | |
· EVV Method | |
· EVV Captured On | |
· Clock In EVV Location | |
· Clock In Geolocation | |
· Clock Out EVV Location | |
· Clock Out Geolocation | |
· EVV Compliant | |
· Entry Type | |
· Cost Center |
Navigation: Reports > EVV Reports > Geofence Report
Purpose: View distances between Punch Geolocation and the associated EVV Location Geolocation.
Filters Available: | Columns Available: |
· From Date | · Punch ID |
· To Date | · Account Type |
· Client Name | · Employee Name |
· Employee Name | · Employee Number |
· Cost Center | · Client Name/Program Name |
· Geofence Status | · Cost Center |
· Service Code | |
· Date of Service | |
· Start Date | |
· End Date | |
· Amount | |
· Clock In Geolocation | |
· Clock In EVV Location | |
· Clock In EVV Location Geolocation | |
· Clock In Geofence Distance | |
· Clock Out Geolocation | |
· Clock Out EVV Location | |
· Clock Out EVV Location Geolocation | |
· Clock Out Geofence Distance | |
· Clock Out Geofence Status |
Navigation: Reports > EVV Reports > EVV Phone Report
Purpose: Lists all punches where a landline phone was used for EVV method.
Filters Available: | Columns Available: |
· Date of Call | · Punch Id |
· Service Code | · Date of Call |
· Cost Center | · Start Time |
· Phone Number | · End Time |
· Employee Name | · Service Code |
· Client Name | · Cost Center |
· Phone Number | |
· Client/Program Name | |
· Employee | |
· Clock In EVV Location | |
· Clock Out EVV Location | |
· Result |
Navigation: Reports > EVV Reports > FOB Report
Purpose: Lists all punches where FOB was used for EVV method.
Filters Available: | Columns Available: |
· From Date | · Punch ID |
· To Date | · Date of Service |
· Account Type | · Account Type |
· Client Name | · Employee Name |
· Employee Name | · Client Name |
· Service Code | · Cost Center |
· Cost Center | · Service Code |
· Status | · Start Date |
· End Date | |
· Amount | |
· EVV Compliant | |
· EVV Method | |
· FOB Serial # | |
· FOB Start Token | |
· FOB End Token | |
· Status | |
· Created By | |
· Created Date | |
· Created IP Address |
Navigation: Reports > EVV Reports > Portal Sign Off Report
Purpose: Lists all punches where Portal Signoff was used for EVV method.
Filters Available: | Columns Available: |
· From Date | · Entry Id |
· To Date | · Created Date |
· Subject | · Service Code |
· Client Name | · Subject |
· Employee Name | · Employee Name |
· Performed By | · Client Name |
· Date of Service | |
· Start Time | |
· End Time | |
· Clock In EVV Location | |
· Clock Out EVV Location | |
· Performed By | |
· Performed By User Type |
Navigation: Reports > Care Management Reports > Pending Care Notes Report
Purpose: Lists all pending care notes.
Filters Available: | Columns Available: |
· Client Name | · Entry ID |
· Employee Name | · Client Name |
· Cost Center | · Employee Name |
· Past Due | · Service Code |
· Service Date | |
· Care Notes Due Date |
Navigation: Reports > Care Management Reports > Task Result Details Report
Purpose: Lists all task results.
Filters Available: | Columns Available: |
· Goal Name | · PlanOfCareID |
· Task Name | · Goal Name |
· Cost Center | · Task Name |
· Client Name | · Client Name |
· Employee Name | · Employee Name |
· Case Worker | · Care Notes ID |
· Canned Question | · Service Date |
· Service Code | |
· Result | |
· Question1 | |
· Answer1 | |
· Question2 | |
· Answer2 | |
· Question3 | |
· Answer3 | |
· Question4 | |
· Answer4 | |
· Question5 | |
· Answer5 |
Navigation: Reports > Care Management Reports > Raw Data Dump Report
Purpose: Allows you to export all Care Management Data per client in the following exports:
Filters Available: | Columns Available: |
· Client Name | · Plan of Care Export |
· Goal Export | |
· Task Export | |
· Task Result Export |
Navigation: Reports > Care Management Reports > Client Diagnosis Report
Purpose: Lists diagnosis code by client.
Filters Available: | Columns Available: |
· Diagnosis Date From | · Client ID |
· Diagnosis Date To | · Client Name |
· Diagnosis Code Type | · State |
· Diagnosis Code | · Cost Center |
· Description | · Diagnosis Code Type |
· Client Name | · Diagnosis Code |
· Cost Center | · Description |
· State | · Date of Diagnosis |
· Status |
Navigation: Reports > Care Management Reports > Diagnosis Code Usage Report
Purpose: Shows the usage of diagnosis codes per number of clients in a funding source
Filters Available: | Columns Available: |
· Diagnosis Date From | · Code Type |
· Diagnosis Date To | · Diagnosis Code |
· Cost Center | · Description |
· Funding Source Name | · Status |
· Service Code | · Date |
· Diagnosis Code | · Cost Center |
· Description | · Funding Source Name |
· State | · Service Code Name |
· Status | · Account Type |
· # Of Clients |
Navigation: Reports > Scheduling Reports > Employee Schedule Report
Purpose: Lists all schedule entries for an employee per filter criteria.
Filters Available: | Columns Available: |
· From Date | · Employee Name |
· To Date | · Account Type |
· Account Type | · Cost Center |
· Employee Name | · Client Name |
· Client Name | · Residential Program Name |
· Residential Name | · Day Program Name |
· Day Program Name | · Group Service Name |
· Group Service Name | · Service Code |
· Service Code | · Pay Week |
· Cost Center | · Date of Service |
· Exclude Rejected Schedule Entries | · Start Time |
· End Time | |
· Hours | |
· Status |
Navigation: Reports > Scheduling Reports > Client Schedule Report
Purpose: Lists all schedule entries for a client per filter criteria.
Filters Available: | Columns Available: |
· From Date | · Client Name |
· To Date | · Account Type |
· Account Type | · Cost Center |
· Client Name | · Employee Name |
· Employee Name | · Day Program Name |
· Day Program Name | · Group Service Name |
· Group Service Name | · Service Code |
· Service Code | · Pay Week |
· Cost Center | · Date of Service |
· Exclude Rejected Schedule Entries | · Start Time |
· End Time | |
· Hours | |
· Status |
Navigation: Reports > Scheduling Reports > Day Program Schedule Report
Purpose: Lists all schedule entries for a Day Program per filter criteria.
Filters Available: | Columns Available: |
· From Date | · Employee Name/Client Name |
· To Date | · Account Type |
· Account Type | · Cost Center |
· Employee Name | · Client Name |
· Client Name | · Day Program Name |
· Day Program Name | · Service Code |
· Service Code | · Pay Week |
· Cost Center | · Date of Service |
· Exclude Rejected Schedule Entries | · Start Time |
· End Time | |
· Hours | |
· Status |
Navigation: Reports > Scheduling Reports > Residential Program Schedule Report
Purpose: Lists all schedule entries for a Residential Program per filter criteria.
Filters Available: | Columns Available: |
· From Date | · Employee Name |
· To Date | · Account Type |
· Employee Name | · Cost Center |
· Residential Name | · Residential Program Name |
· Cost Center | · Service Code |
· Exclude Rejected Schedule Entries | · Pay Week |
· Date of Service | |
· Start Time | |
· End Time | |
· Hours | |
· Status |
Navigation: Reports > Scheduling Reports > Group Service Schedule Report
Purpose: Lists all schedule entries for a Group Service per filter criteria.
Filters Available: | Columns Available: |
· From Date | · Employee Name |
· To Date | · Account Type |
· Account Type | · Cost Center |
· Client Name | · Residential Program Name |
· Group Service Name | · Service Code |
· Service Code | · Pay Week |
· Cost Center | · Date of Service |
· Exclude Rejected Schedule Entries | · Start Time |
· End Time | |
· Hours | |
· Status |
Navigation: Reports > Scheduling Reports > Missed Shift Report
Purpose: View all shifts that in which the time worked was outside the customer’s acceptable variation from the scheduled shift.
Filters Available: | Columns Available: |
· From Date | · Schedule Entry ID |
· To Date | · Account Type |
· Employee Name | · Employee Name |
· Client Name | · Employee Number |
· Cost Center | · Client Name |
· Critical Checkbox | · Client ID |
· Cost Center Code | |
· Service Code | |
· Schedule Start Date | |
· Schedule End Date | |
· Scheduled Hours | |
· Critical Shift | |
· Pay Week |
Navigation: Reports > Training Reports > Employee Training Certification Report
Purpose: View all Profile Certifications based on the filter criteria.
Filters Available: | Columns Available: |
· Employee Name | · Employee Number |
· Status | · Employee Name |
· Cost Center | · Cost Center |
· State | · City |
· Show Historical | · State |
· Zip Code | |
· Certification ID | |
· Certification Name | |
· Certification Date | |
· Certification Expiration Date |
Navigation: Reports > Training Reports > Employee Training Certification Details Report
Purpose: View all Profile Certifications based on the filter criteria, including who created the certification and when.
Filters Available: | Columns Available: |
· Employee Name | · Employee # |
· Status | · Employee Name |
· Cost Center | · Cost Center |
· State | · City |
· Show Historical | · State |
· Zip Code | |
· Certification ID | |
· Certification Name | |
· Certification Date | |
· Certification Expiration Date | |
· Certification Status |
Navigation: Reports > Training Reports > Service Code Certification Requirements Report
Purpose: View all Certification Requirements for a specific Service Code based on the filter criteria.
Filters Available: | Columns Available: |
· Funding Source Name | · Funding Source ID |
· Service Code | · Funding Source Name |
· Account Type | · Service Code ID |
· Unit | · Service Code |
· Status | · Account Type |
· Billing Unit | |
· Service Code Status | |
· Certification Template ID | |
· Certification Template Name | |
· Certification Requirement ID | |
· Certification Requirement Name |
Navigation: Reports > Training Reports > Service Code Certification Templates Report
Purpose: View all associations of Certification Templates to specific Service Codes based on the filter criteria.
Filters Available: | Columns Available: |
· Funding Source Name | · Funding Source ID |
· Service Code | · Funding Source Name |
· Account Type | · Service Code ID |
· Unit | · Service Code |
· Status | · Account Type |
· Billing Unit | |
· Service Code Status | |
· Certification Template ID | |
· Certification Template Name |
Navigation: Reports > Training Reports > Certification Templates Report
Purpose: View all Certification Templates in the system based on the filter criteria.
Filters Available: | Columns Available: |
· Status | · Template ID |
· Template Name | |
· Template Status |
Navigation: Reports > Training Reports > Certification Templates Association Report
Purpose: View all Certification Template associations based on the filter criteria. This will show which templates are linked to which entities (i.e., Service Code, Cost Center, Employee Profile, Client Profile, Funding Account, or Master Program Account).
Filters Available: | Columns Available: |
· Status | · Template ID |
· Association Type | · Template Name |
· Template Status | |
· Association Type | |
· Associated ID | |
· Associated Name |
Navigation: Reports > Training Reports > Certification Requirements Report
Purpose: View all Certifications Requirements and their details based on the filter criteria.
Filters Available: | Columns Available: |
· Status | · Certification Requirement ID |
· Certification Requirement Name | |
· Certification Requirement Status | |
· Valid Duration | |
· Expiration Reminder Period | |
· Expiration Reminder Frequency |
Navigation: Reports > Training Reports > Certification Requirements Associations Report
Purpose: View which Certification Requirements are included in each Certification Template based on the filter criteria.
Filters Available: | Columns Available: |
· Requirement Name | · Certification Requirement ID |
· Status | · Certification Requirement Name |
· Certification Requirement Status | |
· Template ID | |
· Template Name |
Navigation: Reports > Training Reports > Expiring Training Certification Report
Purpose: This report lists all expiring certifications for an employee that can be filtered for the next 30/60/90 days.
Filters Available: | Columns Available: |
· Employee Name | · Employee # |
· Requirement Name | · Employee Name |
· Cost Center | · Cost Center |
· 30, 60, 90 days | · City |
· State | · State |
· Zip Code | |
· Certification ID | |
· Certification Name | |
· Certification Date | |
· Certification Expiration Date | |
· Certification Expiration Date Last Reminder |
Navigation: Reports > Training Reports > Employee Required Trainings Report
Purpose: This report lists all certifications required for an employee.
Filters Available: | Columns Available: |
· Employee Name (required) | · Employee Number |
· Cost Center | · Employee First Name |
· Include Ended Service Accounts | · Employee Last Name |
· Certification ID | |
· Certification Name | |
· Certification Date | |
· Certification Expiration Date | |
· Certification Status |
Navigation: Reports > Training Reports > Employee Certification Requirements Linkage Report
Purpose: The report informs the user where the certification requirements are imposed on an employee come from including which templates and how those templates are linked to the employee.
Filters Available: | Columns Available: |
· Employee Name (required) | · Employee Profile ID |
· Cost Center | · Employee Name |
· Exclude Terminated Employees | · Employee Number |
· Employee Hire Date | |
· Employee Default Cost Center ID | |
· Employee Default Cost Center | |
· Requirement ID | |
· Requirement Name | |
· Template ID | |
· Template Name | |
· Requirement Source | |
· Certification Status | |
· Certification Expiration Date | |
· Employment Status |
Navigation: Reports > Auditing System Activity Reports > Login Report
Purpose: View all login attempts based on filter criteria.
Filters Available: | Columns Available: |
· From Date (required) | · Created Date |
· To Date (required) | · Subject |
· Subject | · Employee Name |
· Employee/Client Name (required) | · Client Name |
· Added By |
Navigation: Reports > Auditing System Activity Reports > Profile Event Report
Purpose: Review all events added by a specific profile for a specific date range.
Filters Available: | Columns Available: |
· From Date (required) | · Date |
· To Date (required) | · Subject |
· Subject | · Description |
· Profile Name (required) | · Added By |
Navigation: Reports > Business Rules Reports > Business Rules Settings Report
Purpose: View all scrubs and the current setting based on filter criteria.
Filters Available: | Columns Available: |
· Business Rule Status | · Business Rule Id |
· Account Type | · Funding Source Id |
· Funding Source Name | · Funding Source Name |
· Service Code | · Service Code Id |
· Unit | · Service Code Name |
· Business Rule Id | |
· Business Rule Name | |
· Status | |
· Phase | |
· Parameter 1 | |
· Parameter 2 |
Navigation: Reports > Business Rules Reports > Business Rules Result Report
Purpose: This report provides users the ability to review the scrubs results for one or more punches at a time.
Filters Available: | Columns Available: |
· From Date | · Entry Id |
· To Date | · Date of Service |
· Cost Center | · Employee Profile Id |
· Client Name | · Employee Name |
· Employee Name | · Client Profile Id |
· Business Rule Results | · Client Name |
· Account Id | |
· Cost Center | |
· Business Rule Name - This should be determined using the Business Rule ID from the Business Rule Table | |
· Business Rule Results - This should be the Business Rule Executions Results value. If 1, display "Pass" will a green fill. If 0, display as "Fail" with a red fill. If NULL, then display "" (blank) with a white fill. |
Navigation: Reports > Summary Report
Purpose: This report provides a view of the client spending summary in a specific format. This report is for Fiscal Intermediaries and can be used by superusers, case workers, and employers.
Filters Available: | Columns Available: |
· Service Start Date | Section One: |
· Service End Date | · The date the report was generated |
· Client Name | · Client Name |
· Service Code | · Participant Number (Client ID) |
· Ended Authorizations | · Case Manager Name |
· Case Manager Phone Number | |
· Funding Source Name | |
· Authorization Start Date | |
· Authorization End Date | |
· % Time Elapsed | |
· Funding Type (Dollars or Units) | |
· Authorization Name | |
· Initial Balance | |
· Used YTD | |
· Pre-Authorizations Holds | |
· Remaining Balance | |
· % Remaining Balance | |
Section Two | |
· Client Name/Employee Name | |
· Authorization Name | |
· Authorization ID | |
· From Date | |
· To Date | |
· Service Code | |
· Cost Center | |
· Entry ID | |
· Entry Type | |
· Account Type | |
· Employee/Program Name | |
· Date of Service | |
· Amount | |
· Amount Totals | |
· Bill Rate |
Navigation: Reports > Custom Fields Reports > Custom Field Definitions Report
Purpose: This report provides users the ability to view all custom field definitions in the system.
Filters Available: | Columns Available: |
· Custom Field ID | · Custom Field ID |
· Item Type | · Item Type |
· Name | · Note Type |
· Label | · Note Sub Type |
· EDI | · Name |
· Status | · Label |
· Help Text | |
· Description | |
· Input Type | |
· RegEx | |
· List Values | |
· Default Value | |
· EDI | |
· Required | |
· Status |
Navigation: Reports > Custom Fields Reports > Custom Field Values Report
Purpose: This report provides users the ability to view all custom field values in the system.
Filters Available: | Columns Available: |
· Item Type | · Custom Field ID |
· Label | · Item Id |
· Cost Center | · Item Type |
· EDI | · Label |
· Status | · Value |
· EDI | |
· Required | |
· Status |
Navigation: Reports > Notes Reports > Punch Entry Notes and Canned Statements Report
Purpose: This report provides users the ability to view all notes and canned statements associated with punch(es).
Filters Available: | Columns Available: |
· From Date | · Punch ID |
· To Date | · Date of Service |
· Account Type | · Account Type |
· Client Name | · Employee/Vendor Name |
· Employee Name | · Employee Number |
· Service Code | · Client/Residential/Day Program Name |
· Cost Center | · Cost Center |
· Activity | · Service Code |
· Status | · Start Date |
· Entry Type | · End Date |
· Include Canceled and Rejected Punches | · Statements |
· Canned Statements | |
· Entry Type |
Navigation: Reports > Notes Reports > Employee Service Account Punch Notes Report
Purpose: This report provides users the ability to bulk download notes associated with Punches for an Employee Service Account.
Filters Available: | Columns Available: |
· Note Date From | · Punch ID |
· Note Date To | · Date of Service |
· Service Date From | · Account Type |
· Service Date To | · Employee Name |
· Cost Center | · Employee Number |
· Employee Name | · Client/Residential/Day Program Name |
· Employee Number | · Cost Center |
· Client Name | · Service Code |
· Client ID | · Start Date |
· Service Code | · End Date |
· Note Type | · Note Type |
· Note Sub Type | · Note Sub Type |
· Note Date | |
· Note Subject | |
· Note Body | |
· Note Added By |
Navigation: Reports > Notes Reports > Client Funding Account Punch Notes Report
Purpose: This report provides users the ability to bulk download notes associated with Punches for a Client Funding Account.
Filters Available: | Columns Available: |
· Note Date From | · Punch ID |
· Note Date To | · Date of Service |
· Service Date From | · Account Type |
· Service Date To | · Client Name |
· Cost Center | · Client ID |
· Employee Name | · Employee Name |
· Employee Number | · Employee Number |
· Client Name | · Cost Center |
· Client ID | · Service Code |
· Service Code | · Start Date |
· Note Type | · End Date |
· Note Sub Type | · Note Type |
· Note Sub Type | |
· Note Date | |
· Note Subject | |
· Note Body | |
· Note Added By |
Navigation: Reports > Notes Reports > Payroll Entry Notes Report
Purpose: This report provides users the ability to bulk download notes associated with Payroll Entries.
Filters Available: | Columns Available: |
· Note Date From | · Entry ID |
· Note Date To | · Date of Service |
· Service Date From | · Account Type |
· Service Date To | · Client Name |
· Cost Center | · Client ID |
· Pay Code | · Cost Center |
· Client Name | · Service Code |
· Client ID | · Pay Code |
· Service Code | · Service Date |
· Note Type | · Amount |
· Note Sub Type | · Note Type |
· Note Sub Type | |
· Note Date | |
· Note Subject | |
· Note Body | |
· Note Added By |
Navigation: Reports > Notes Reports > Billing Entry Notes Report
Purpose: This report provides users the ability to bulk download notes associated with Billing Entries.
Filters Available: | Columns Available: |
· Note Date From | · Entry ID |
· Note Date To | · Date of Service |
· Service Date From | · Account Type |
· Service Date To | · Employee Name |
· Cost Center | · Employee Number |
· Batch ID | · Client/Residential/Day Program Name |
· Bill Code | · Cost Center |
· Employee Name | · Service Code |
· Employee Number | · Batch ID |
· Client Name | · Bill Code |
· Client ID | · Note Type |
· Service Code | · Note Sub Type |
· Note Type | · Note Date |
· Note Sub Type | · Note Subject |
· Note Body | |
· Note Added By |
Navigation: Reports > Notes Reports > Employee Profile Notes Report
Purpose: This report provides users the ability to bulk download notes associated with Employee Profiles.
Filters Available: | Columns Available: |
· Note Date From | · Profile ID |
· Note Date To | · Employee Type |
· Cost Center | · Employee Name |
· Employee Type | · Employee Number |
· Employment Status | · Cost Center |
· Employee Name | · Hire Date |
· Employee Number | · Employment Status |
· Note Type | · Note Type |
· Note Sub Type | · Note Sub Type |
· Note Date | |
· Note Subject | |
· Note Body | |
· Note Added By |
Navigation: Reports > Notes Reports > Client Profile Notes Report
Purpose: This report provides users the ability to bulk download notes associated with Client Profiles.
Filters Available: | Columns Available: |
· Note Date From | · Profile ID |
· Note Date To | · Client Name |
· Cost Center | · Client ID |
· Client Status | · Cost Center |
· Client Name | · Client Status |
· Client ID | · Note Type |
· Note Type | · Note Sub Type |
· Note Sub Type | · Note Date |
· Note Subject | |
· Note Body | |
· Note Added By |
Navigation: Reports > Notes Reports > Authorization Notes Report
Purpose: This report provides users the ability to bulk download notes associated with Authorizations.
Filters Available: | Columns Available: |
· Note Date From | · Entry ID |
· Note Date To | · Start Date |
· Authorization Date From | · Account Type |
· Authorization Date To | · Client Name |
· Cost Center | · Client ID |
· Client Name | · Cost Center |
· Client ID | · Service Code |
· Service Code | · Auth Status |
· Auth Status | · Note Type |
· Note Type | · Note Sub Type |
· Note Sub Type | · Note Date |
· Note Subject | |
· Note Body | |
· Note Added By |
Navigation: Reports > Notes Reports > Canned Statements Report
Purpose: This report provide users the ability to view all canned statements associated with punch(es).
Filters Available: | Columns Available: |
· Service Date From | · Punch ID |
· Service Date To | · Date of Service |
· Cost Center | · Account Type |
· Employee Name | · Employee Name |
· Employee Number | · Employee Number |
· Client Name | · Client/Residential/Day Program Name |
· Client ID | · Client ID |
· Service Code | · Cost Center |
· Service Code | |
· Start Date | |
· End Date | |
· Canned Statement |
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