The Reports module displays all kinds of information for your agency:
On the Dashboard, it is easy to keep track of important information. You can select the widgets that you need and even customize which ones you see at the top of the page. Schedulers can see things like Missed Check-ins and Open Shifts. Managers can see Compliance expiration, and the bookkeeper can keep an eye on the Invoices Issued and Payments Received. Widget access is managed through the role permissions, so people who perform multiple functions can see everything they need to see.
Scheduling and EVV Reports—The Scheduling and EVV reports can help you:
Yes, from the Caregiver Reports section, click on Caregiver Pay Rates to see pay rates of Caregivers as per their specified shifts.
Under Scheduling reports, you can click on Caregiver Schedules to see Schedule List by Date to see the schedules of Caregivers, date and status.
In CRM Reports, you can click on Referral Source by Date Range to view your referrals by date.
Yes, you can customize the look and function of your dashboard by selecting the Widgets you want by clicking on the Widgets button.
Yes, the Accounts Register has an option to filter payments by status: Paid, Not Paid, Partially Paid etc. so you can see with a single click those who haven’t paid their bills.
In the Accounting Reports section, click on Detailed Billing Units per Client to get a breakdown of hours billed to a particular client.
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