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Reports (Counselor)

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Julie Greenlee

on 24 February 2015

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Transcript of Reports (Counselor)

Top 5 Reports (Counselor)
Individual Activity
Report returns a list of individuals that match the criteria that you provided. It will show the last 6 services performed for those clients since the start date provided. You can filter by employee caseload, Team, Billing Group, Payer, and/or Service/Form Type.
Employee Case Load Report
This report is filterable by Employee, Program, Team and Primary only.
All reports can be saved with your filter preferences. Watch the video tutorial to see how!
Employee Productivity by Team
Employee Productivity Report that measures productivity in units per week vs expected weekly units set for the employee. Grouped by team.
Employee Activity Report
Shows all activity for Individuals assigned to programs by employee.
Payroll Report
The report displays a count of all completed Service/Forms and time spent per Service/Form type per day by Employee. A toggle will display the service details.
Reports Tab
Saved Reports
Expected hours are set on the employee profile.
Credible remembers which
reports you have looked at and will provide you quick access from your homepage.

Visit the Reports Tab and see which reports become your favorites.
Full transcript