Reports

The ClaimTrak system offers a variety of standard reports for financial, management, demographics, statistics and longitudinal data. The information derived in the Reports Module pulls from data throughout the entire system (referral, clinical, scheduling, billing, medications, etc.). The list below identifies some commonly used reports:

  • Intakes by Month Report
  • Active Client List Report (sorted)
  • Active Client List Report (LOS)
  • Active Referral Report
  • Activity Report
  • Assessments Due by Therapist Report
  • Delinquent Progress Note Report
  • Enrollment History Log Report
  • Referral Log Report
  • Referral to Intake Report
  • Staff Progress Note Status Report
  • Production Report (12-Month)
  • Production Report (Units, Dollars, Hours)
  • Grouped Demographic Report
  • Action Code Summary Report
  • Contract Comparison Report (12-Month)
  • Contract Comparison Report (Production vs. Payment)
  • Aged Accounts Receivable Report
  • Claims History Report
  • Claims Research Report
  • Capacity Analysis - Episode of Care Report
  • Referral Sort Report
  • Enrollment Sort Report

Reports Module is query-based, therefore the user can easily set and modify the data each report displays by selecting the appropriate parameters, allowing for literally millions of custom reports.

Please note that there is the option (lower right corner of Reports Module) to export the raw data of any report that has been run to ClaimTrak to an Excel file, if further data analysis is desired.

Custom information portals may also be established to give open access or limit the reporting information the user may view. An agency may allow clinical staff to run certain reports, but limit what level of detail the clinician can access. For instance, clinicians may be able to view their respective hours and units on productivity reports for a given timeframe, but not the associated dollars. Administrative discretion is initialized and maintained via report options; this drives what report options appear on the clinicians’ Staff Home.

The ClaimTrak system also allows users to graph the results of various reports. The user may also specify how the results are graphed (e.g. bar graph / histogram, area graph, pie chart, scatter plot, polar, etc.) and depicted (e.g. titles, labels, font, colors, etc.).

ClaimTrak has a rich reporting environment built within the application. It allows users to process standard reports in millions of ways which often yields desired data without requiring the development of any external ad hoc type reports. Because the ClaimTrak system has a SQL-server back-end, data can be easily extracted, imported or interfaced with other ODBC-compliant, third-party reporting systems, including, but are not limited to: Crystal Reports, Microsoft Reporting Services, Microsoft Access, other Microsoft Office Data Access tools, SPSS/SAS, etc.