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Reports worth a weekly look

The handful of reports that catch problems while they are small.

The catalog is long. These are the reports that catch problems while they are still small, and who should own each one.

The weekly rhythm

Report

Who

What you are looking for

Missed Visits

Scheduler, Clinical Manager

Patterns — same clinician, same patient, same day of week — not just the count

Current Census

Clinical Manager

The denominator behind everything else; sudden moves mean intake or discharge changes

Recerts Due

Clinical Manager

Episodes approaching day 60 without a recert visit planned

High Risk Patients

Clinical Manager, Quality

Who is trending toward hospitalization — pair with Quality Management

Potentially Avoidable Events

Quality

Events that should have a tracking-log entry — see Keep the tracking logs

AR Aging

Billing

Balances crossing 60 and 90 days; work the oldest payer buckets first

Payer Scorecard

Billing, Administrator

Which payers pay slowly or deny often — evidence for contract conversations

Make it stick

  1. Open each report, set the filters you want, and bookmark the URL — filters travel with it.

  2. Review at the same time each week. Trend beats snapshot: the question is always "better or worse than last week?"

  3. When a number is off, click through the rows and create the follow-up in its home — a task, a schedule fix, a tracking-log entry — rather than a note to self.

Note: Time to Accept and Decline Reasons are worth a monthly look for intake and scheduling leads — they show where referrals and offers leak.

If something goes wrong

  • Two people quote different numbers from the same report. Compare their URLs — different filters, almost every time. Standardize on a bookmarked link for the team.

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