This article provides an overview of the standard reports available in BestNotes, detailing their purpose, filtering options, and the specific data they provide.

Permissions Required

  • File Audit

Understanding Standard Reports

Inquiries and Conversions

Displays the number of inquiries with qualified status during a specific time by referral category.

  • The report can be filtered by date using a Default Range or Custom Range.

Admissions Report

Displays how many clients were admitted and where they were referred from.

  • The report can be filtered by Date Range.

Discharges Report

Displays how many clients were discharged and where they were referred from.

  • The report can be filtered by Date Range.

Workflow Example: Who were all the discharges per month, who their referrer was, and how long they stayed.

Census and Demographics Report

Displays a census dashboard with a calendar chart showing daily census, top diagnosis, age/sex bar chart, and top payers.

  • The report will give you an overview summary of a Daily Census with a specific month selected, or a monthly census with a quarter or year selected.

    • Example of Discharges Report showing client discharges, referrers, and length of stay.

    1. By selecting "Show Details," you will also see additional individualized information about each client.
    2. The report can be filtered by Date Range.

Register/Ledger Report

Displays patient charges and payments with extensive filtering and grouping.

  • Organizes the information based on categories and billing codes BestNotes users are tracking.

    • Example of Census and Demographics Report dashboard.

    1. The report can be filtered by a date range as well as many other filters.
    2. It allows the user to choose what fields to display (Status, Date, Category, etc.) as well as filter criteria (Date, Category, Provider, Item/Code, Tag, etc.).

Log Frequency Report

Displays the frequency of a selected note/template for a selected month/year.

  • The report allows a user to select a template and user to see how often a type of note is logged and what client the notes are being logged to.
  • The report can be filtered by Template, User, and Month and Year.
  • It DOES NOT show any Med/Clinical documents.

Pending Signatures

Displays documents pending staff signature.

  • The File Audit permission is required to view this report.
  • The report can be filtered by Log Date (range), Log Type, and Users.
  • It can be sorted by Log Date or Submitted For.
  • The Users dropdown is populated only by those users that have an outstanding signature requirement and also gives the option to select all Active or all Inactive.

TPL Diagnosis Report

Displays a Treatment Planning Library report showing the percentage of clients given a specific diagnosis, and the percentage resolved.

  • The report can be filtered by Status (All, Current, Past).

Payers/Authorizations Reports

Reporting on authorizations isn't limited to a single contact at any time. These reports open in a new window to allow the user to navigate to various different areas of BestNotes where authorizations will be in use while keeping the contents of the report in view at the same time.

  • Payers Report Tab – shows payer status of current/active clients and allows a user the following views:
    1. Active Clients with Payers - Shows active, admitted clients who have entries in the payers table.
    2. Active Clients with Payers without Active Authorizations - Shows active, admitted clients who have payers, but who do not have any current, active authorizations.
    3. Active Clients without Payers - Shows active, admitted clients who do not have an entry in the payers table.
  • Auth Reconciliation Report Tab – will reconcile services authorized against services provided. It can be sorted by unmatched/matched services and can be filtered by service dates. Displays output as described above, but the scope is expanded to include all contacts in the system.
  • Auth Expiration Report Tab – will display all authorizations that will expire within the provided constraints (For example, the report displays Authorizations that expire before (time selected) or Authorizations with less than X # of units).

Appointment Reminders

Displays a summary of SMS reminders sent and associated charges.

  • The report can be filtered by Message Type, Facility, and Date Range.

Audit Information (Telehealth)

Displays Telehealth sessions by month/year with session and monthly costs.

Audit Information (Client Medical Records)

Displays create/update/delete events related to client medical records.

  • Audit events currently tracked: patient, diagnosis, vitals, clinical notes (includes basic notes), live document notes (Med/Clinical), medications, demographics.
  • This report does not include Data Forms.
  1. Select Date Range.
  2. Check an action (what to display).
  3. Filter by a User and/or Patient.
    1. Search for the name or select a tag.
    2. Select the name.
    3. Click the Add button (multiple patients can be added).
    4. Click Generate button.
    5. Please wait as this is very taxing on the system.
  4. Search for a specific description (e.g., "Demo" for demographics).

Next Steps

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