Reports

Objective

Describe what each report group is used for and how to use results for operational and clinical follow-up.

What users can do

• Review reports by business context.
• Identify deviations, pending items, and risks.
• Prioritize follow-up actions.

Functional catalog

Daily operations and compliance

• Logs report.
• Worked hours providers.
• Ticket support.
• Client parent logs.
• Client communication.

Recommended use:

• Daily/weekly monitoring of execution and traceability.

Basic interpretation:

• Review volume, trends, and out-of-range cases.

Clinical and service quality

• BCBA report.
• Objectives status.
• Supervision monitoring.
• Client note RBT by plan.
• Client eligibility.

Recommended use:

• Monitor quality, clinical compliance, and continuity of care.

Basic interpretation:

• Detect delays, documentation gaps, and improvement opportunities.

Management and operations

• Payroll report.
• Employee payroll notes.
• Client projection.
• Provider clients.
• Unassigned staff.
• Fixed payments.

Recommended use:

• Operational planning, capacity tracking, and administrative control.

Basic interpretation:

• Correlate workload, coverage, and projections.

Admissions and continuity support

• Client incoming.
• Parent responsibility.
• PAS report.
• Expiration dates.
• Location CPT.

Recommended use:

• Track intake, continuity, and documentation status.

Basic interpretation:

• Prioritize preventive actions before compliance issues occur.

Recommended flow

1. Define the analysis objective.
2. Select the proper report and filters.
3. Interpret results in context (role, location, period).
4. Record action items and owner.
5. Re-evaluate in the next cycle.

Assumptions

• Not all reports are visible to all roles.
• Filters and columns may vary by configuration.