Reports Guide

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:

- 1.1 Run and Download Reports
- 1.2 Filters
- 1.3 COA Reports
  - 1.3.1 Auto Approval Report
  - 1.3.2 Punch Entries Report
  - 1.3.3 Punch Entry Details Report
  - 1.3.4 Service Accounts Report
  - 1.3.5 Residential Attendance Report
  - 1.3.6 Residential Absentee Report
  - 1.3.7 Parenting Attendance Report
  - 1.3.8 Parenting Absentee Report
  - 1.3.9 Day Attendance Report
  - 1.3.10 Group Service Attendance Report
  - 1.3.11 Mileage Entries Details Report
  - 1.3.12 Navigation: Reports > COA Reports > Mileage Entries Details Report
  - 1.3.13 Void Pre-Action Report
  - 1.3.14 Time Card Report
  - 1.3.15 Reason Code Report
- 1.4 Authorization Reports
  - 1.4.1 Authorization Entries Report
  - 1.4.2 Authorization Transactions Report
  - 1.4.3 Authorization Run Rate Report
  - 1.4.4 Expiring Authorization Report
- 1.5 Management Reports
  - 1.5.1 Punch Entry Overtime Report
  - 1.5.2 Punch Entry Authorization Violation Report
  - 1.5.3 Late Punch Entry Report
  - 1.5.4 Client Approval Bypassed Punch Entry Report
  - 1.5.5 Late Punch Entry Approval Report
  - 1.5.6 Pay Week Hours Report
  - 1.5.7 Pay Week Total Hours Report
  - 1.5.8 Unbillable Entries Report
  - 1.5.9 Compensating Entries Report
  - 1.5.10 Total Daily Hours Report
  - 1.5.11 Voided Entries Report
  - 1.5.12 Employee Pay Rates Report
- 1.6 Payroll Reports
  - 1.6.1 Payroll Batch Details Report
  - 1.6.2 Navigation: Reports > Payroll Reports > Payroll Batch Report
  - 1.6.3 Total Hours by Month Report
  - 1.6.4 Check Details Report
- 1.7 Billing Reports
  - 1.7.1 Billing Batch Details Report
  - 1.7.2 Billing Register Report
  - 1.7.3 Residential Billing Absentee Report
  - 1.7.4 Parenting Billing Absentee Report
  - 1.7.5 Billing Entry Authorization Max Violation Report
  - 1.7.6 Rollups Report
  - 1.7.7 Rollups Detail Report
  - 1.7.8 Payback Rebill Report
  - 1.7.9 Billing Batch Payroll Results Report
  - 1.7.10 Write-Off Detail Report
  - 1.7.11 Billing Batch EDI Details Report
  - 1.7.12 Billing Batch Reason Code Report
- 1.8 Profile Reports
  - 1.8.1 Employees Report
  - 1.8.2 Roles Report
  - 1.8.3 Clients Report
  - 1.8.4 Residential Programs Report
  - 1.8.5 Day Programs
  - 1.8.6 Parenting Programs Report
  - 1.8.7 Group Services Report
  - 1.8.8 Guardians Report
  - 1.8.9 Case Workers Report
  - 1.8.10 Vendors Report
- 1.9 Funding Account Reports
  - 1.9.1 Funding Accounts Report
  - 1.9.2 Funding Account Entries Report
- 1.10 Settings Reports
  - 1.10.1 Cost Center Report
  - 1.10.2 Funding Sources Report
  - 1.10.3 Service Codes Report
  - 1.10.4 Service Code Groups Report
  - 1.10.5 Regions Report
- 1.11 EVV Reports
  - 1.11.1 EVV Entries Report
  - 1.11.2 Geofence Report
  - 1.11.3 EVV Phone Report
  - 1.11.4 FOB Report
  - 1.11.5 Navigation: Reports > EVV Reports > FOB Report
  - 1.11.6 Portal Sign Off Report
- 1.12 Care Management Reports
  - 1.12.1 Pending Care Notes Report
  - 1.12.2 Task Result Details Report
  - 1.12.3 Raw Data Dump Report
  - 1.12.4 Client Diagnosis Report
  - 1.12.5 Diagnosis Code Usage Report
- 1.13 Scheduling Reports
  - 1.13.1 Employee Schedule Report
  - 1.13.2 Client Schedule Report
  - 1.13.3 Day Program Schedule Report
  - 1.13.4 Residential Program Schedule Report
  - 1.13.5 Group Service Schedule Report
  - 1.13.6 Missed Shift Report
- 1.14 Training Reports
  - 1.14.1 Employee Training Certification Report
  - 1.14.2 Employee Training Certification Details Report
  - 1.14.3 Service Code Certification Requirements Report
  - 1.14.4 Service Code Certification Templates Report
  - 1.14.5 Certification Templates Report
  - 1.14.6 Certification Templates Association Report
  - 1.14.7 Certification Requirements Report
  - 1.14.8 Certification Requirements Associations Report
  - 1.14.9 Expiring Training Certification Report
  - 1.14.10 Employee Required Trainings Report
  - 1.14.11 Employee Certification Requirements Linkage Report
- 1.15 Auditing System Activity Reports
  - 1.15.1 Login Report
  - 1.15.2 Profile Event Report
- 1.16 Business Rules Reports
  - 1.16.1 Business Rules Settings Report
  - 1.16.2 Business Rules Result Report
- 1.17 Summary Report
  - 1.17.1 Summary Report
- 1.18 Eligibility Suspension Report
  - 1.18.1 Eligibility Suspension Report
- 1.19 Custom Fields Reports
  - 1.19.1 Custom Field Definitions Report
  - 1.19.2 Custom Field Values Report
- 1.20 Notes Reports
  - 1.20.1 Punch Entry Notes and Canned Statements Report
  - 1.20.2 Employee Service Account Punch Notes Report
  - 1.20.3 Client Funding Account Punch Notes Report
  - 1.20.4 Navigation: Reports > Notes Reports > Client Funding Account Punch Notes Report
  - 1.20.5 Payroll Entry Notes Report
  - 1.20.6 Billing Entry Notes Report
  - 1.20.7 Employee Profile Notes Report
  - 1.20.8 Client Profile Notes Report
  - 1.20.9 Authorization Notes Report
  - 1.20.10 Canned Statements Report
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