Reports

Every report and export.

Export report data to a spreadsheet
Download referrals, cases, time, billing, productivity, AR aging and patient data as CSV files.
Filter reports by date
Pick a period once at the top of Reports; most report tabs, their charts and their exports follow it.
Read the Reports overview
Company-wide totals, key counts and trend charts, with each card opening the report behind it.
Run an activity log report
List a nurse's or a patient's activity for a period, with hours, miles, amounts and mileage reimbursement.
Run case reports
See your cases by status, type and how long they've been open, and export the case list.
Run patient reports
See your patients by age, gender, insurance and location, look up who lives where, and export the list.
Run provider reports
See your providers by location and which patients are linked to each one.
Run referral reports
See referral volume by status, source, urgency and referrer, filtered by law firm, nurse and more, and export it.
Run the AR Aging report
See every claim still owed, grouped by how long it's been out, for everyone or for one patient.
Run the Billing & Revenue report
See what was invoiced, collected and still owed for a period, with trends and claim status, and export it.
Run the Loss / Write-offs report
See the work that can never be billed, valued at what it would have billed for, by referral source and patient.
Run the Nurse Productivity report
Compare nurses by active cases, hours and billable value for a period, and export it.
Run the Nurse Workforce report
Hours, payroll and money billed per nurse in one report, with a per-patient breakdown and XLSX, PDF and CSV downloads.
Run the Time & Expense report
Break down case hours, travel, wait time, mileage and expenses by nurse or by patient, priced from your rates.