Report Types
Introduction
SpokeChoice contains many different types of reports. In order to use these reports it is important to add them to your companies profile. To learn how to do this click here and you must have admin access to access backoffice
The types of reports that are available are as follows
| Report Name | Description |
|---|---|
| Active & Inactive Clients | Report allows specifying all information about a client. Inactive or active with all necessary fields |
| Active & Inactive Providers |
Report allows specifying all information about a client. Inactive or active with a few fields |
| Administration roles |
Report shows all users that have administrative roles and what level, superuser, admin or backoffice |
| All Doctors | Report will show all the doctors you have in SpokeChoice |
| Authorization Expiring By |
Report shows all authorizations expiring by percentage or hours |
| Authorization expiring By Date |
Report shows all authorizations expiring by a certain date. |
| Billing Claims |
Report shows lots of information about billing, including total charge, route number, place of service, TPL Amounts, Provider information, referring doctor, AHCCCS ID, Billing Code, Provider name, Client Name, Total Units, Next payer, paid amount and date, MCID's start and stop time, and supervisor name |
| Billing Rates |
Report lists all the billing rates on every service code |
| CEU Information | Report will show who needs more CEU Units by a given date and also show totals for the given period |
| Check Maximum Daily Hours |
Report will show who is over maximum work week hours by definition of the ISP Maximums. |
| Claim Overlaps |
Report will show which claims have overlap of two different providers. This happens when the first provider neglects to clock out or didn't have internet availability at the time of clock out. |
| Client Assignments |
Report will show which clients are assigned to which Providers |
| Client Authorization Balances |
Report shows simple current Authorizations balances. Will also show maximum work week hours against allowed hours |
| Client Expiring ISP |
Report shows the which ISP's are expiring by a given date |
| Client Policy Information |
Report shows all active clients insurance information |
| DDD Billing Report |
Report will show total Units, service Rates, Amount Paid, start / end times, approved, submitted, unapproved, paid, service code and provider ONLY for DDD claims. |
| DDD OLCR Report |
OLCR Report that can be uploaded to FOCUS OLCR |
| Denied Claims |
Report will show all denied claims for a given date range |
| Documents |
Report shows all sorts of data related to the document Vaults documents |
| Drivers data |
Report will show all providers and whether they are an approved Driver. It also will add any custom fields that have been added to the provider data page. |
| EVV Client Info Check |
Report will show any errors that need to be fixed for EVV related data for clients |
| EVV Employee Info Check |
Report will show any errors that need to be fixed for EVV related data for providers |
| EVV History and Proof |
Report can be used for an audit to show the necessary EVV related data. Has a schedule, manually entered, in and out EVV data captured, Longitude / latitude data and Changed by provider |
| EVV Report card |
Report will grade a provider based on clocking in and out on time. 81-100% = A, 61-80% = B, 51-60% = C, 31-50% = D and 0-30% = F |
| Employee Admin Service Totals |
Report will show the total hours for any Admin (payroll only) provider recorded claims |
| Employee Payroll Amount |
Report will show all employees total Worked amount for a given date range grouped by service Code |
| Employee Total Payroll Amount |
Report will show the employees total worked amount and total gross pay for a given date range. |
| Employee Work Week Hours |
Report will show all active employees work week amounts |
| Employee claim/admin items |
Report will show employee total amounts for a given date range and whether it is paid or not. |
| Employee payrates |
Report will show all employee Pay rates. Make sure only Superusers have access to this report. |
| Employees on Payroll Hold |
Report will show all employees that are on payroll hold. Use this to determine why payroll for an employee might not be exporting. |
| Expiring Certifications |
Report will show expiring certifications and dates. |
| Field Supervisor/Client Assignments |
Report will show which Field supervisors are assigned to which clients |
| Field Supervisor/Employee Assignments |
Report will show which Field supervisors are assigned to which providers |
| Fingerprint application / card Check |
Report will show finger print application and finger print numbers and the effective and expiration dates |
| Government Exclusions |
Report will show OIG information that has been checked. |
| Group Home and Center Profit |
Report will show profit for group homes and DTA centers |
| Guardian Assignments |
Report will list which Clients are associated to which Guardians. |
| Last Day of service |
Report will show the last date of service for all providers |
| Live-in Providers |
Report will list only the providers that are designated as a live-in with the guardian / client Assignment |
| Manual Authorizations |
Report will list all Manual Authorizations. Use this to remove manual authorizations that will supersede Payer authorizations. |
| Missing Paper Timecard |
Report will list missing hardcopy timecards if wetink is used on the guardian / client assignment |
| Missing Passwords |
Report will show any identity that is missing a password. Helpful will determining if a provider or guardian has neglected to set up their password in a timely manner. |
| Missing three letter code |
Report will show any three digit DDD codes that are missing. This is important to check to ensure authorizations from DDD accurately are assigned. |
| Outstanding Insurance Claims |
Report will show all outstanding Insurance claims. |
| Payroll Cash Requirement |
Report will show the payroll cash amount required for a given date range of unpaid payroll. |
| Provider Guardians |
Report will list only the Live-in providers. |
| Provider Information |
Report will give detail information about an provider including 1099 / W2 and who is configured to a department |
| Providers billing HAH at Midnight |
Report will show who is billing HAH over night which is not allowed by DDD. |
| Providers over 16 hours |
Report will show all providers that are working more than 16 hours. Run this prior to submitting billing to see if you will get denied for more than 16 hours. |
| SOAP notes needing Supervisor signatures |
Report will show which SOAP notes need supervisor signatures. |
| Schedule greater than 24 hours |
Report will show who is scheduled more than 24 hours |
| Service Code Pointers |
Report will show all service code pointers and how they are mapped to each payer per client |
| Service Codes |
Report will show all information about all service codes. |
| Service Performance |
Report is a profit statement that helps to show client, provider and service code gross profit with a given date range |
| Service Waivers |
Report will show all service TPL waivers that are entered for clients. Use this if you can not figure out why a certain payer is skipped or claims are not going out. |
| Sick Time Balance |
Report will show all providers sick time balance |
| Subscribed to Notifications |
Report will show who is subscribed to message notifications. Use this to determine who has accepted SpokeChoice notifications and can receive a message directly to their device. |
| Time Card Errors |
Report will list any claims that have errors |
| Timecard Signature Check |
Report will show if there are missing Timecards for manual wetink signatures |
| Total Billed Units |
Report will show total Units billed for clients for a given date range |
| Unpaid Claims |
Report will show all unpaid claims |
| Upcoming and needing Visits |
Report shows all clients / providers that need a monitor visit for Attendant care (ATC) |
| User Activity |
Report lists all users that have signed in for today. |
| Waiting Guardian Signatures |
Report lists all guardians that need to sign timecard |