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
Open each report, set the filters you want, and bookmark the URL — filters travel with it.
Review at the same time each week. Trend beats snapshot: the question is always "better or worse than last week?"
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.