Name That Report
This report can be used to see what patients are not currently assigned to a field team member.
What is "Schedule Report"
or
What is "Admin, Admin"
(Run the schedule report by Admin, Admin)
The Predictive Productivity Report should be completed when...
Friday - Full predictive plan for the upcoming week
Monday - Updated following weekend scheduling
Wednesday - Midweek Check-In
*Sent to DPS/CLM when complete
When tasks are assigned in one episode and dated for another episode, the tasks will be found where?
Ex: a visit is assigned on the last day of the episode, Wednesday 4/15/2025. If the clinician opens the visit and manually dates it 4/16/2025, the task will show up on this report.
Orphan Document Report
EHR Attachments Failed.
What is daily
You will never miss a re-evaluation point if you are checking this report.
Therapy Re-Evaluation Report
During/Immediately Following Case Conference
The Recert vs DC Process requires these 2 reports to kick off the process.
What reports are addressed daily?
Hint: There are 3
Schedule Deviation Report, Visit Exception Report, Orphan Document Report
Though hidden in a dashboard, this report tells you when current billing periods have nothing scheduled.
What is CareInsight Zero Visit Report
*Located in CareInsights & Filtered by # of visits
The Recert vs DC Process requires 2 reports to kick start the process. What day are these reports run & worked?
Monday by the EOTD