Reports in the sidebar is the catalog. Three groups cover the agency:
Group | What it answers |
Operational | Census, visits, referrals, missed visits, recerts, risk — how care is running |
Financial | AR aging, billing, payments, denials, payer performance — how money is moving |
Scribe | Documentation metrics from the mobile app |
Open and read a report
Open Reports and click the report name.
Most reports follow the same shape, top to bottom:
Metric cards — the headline numbers for the current filters
A chart — the trend or breakdown behind the numbers
The table — every row, loading more as you scroll
Click a row to open its detail panel — the full record behind the number, without leaving the report.
Filter to your question
Use the filter sidebar to scope the report — date range, branch, discipline, payer, status, and whatever else the report supports. Every card, chart, and row updates together, so the numbers you read always describe the same slice.
Note: Filters live in the page address. Copy the URL to share the exact filtered view with someone else, or bookmark the version you check every week.
If something goes wrong
The numbers do not match another screen. Check the report's date range first — most mismatches are two different windows, not two different truths.
A report seems to be missing rows. Clear the filters, then reapply one at a time; a leftover facet from last time is the usual cause.