Run Reports

Click Reports in the left sidebar. The page shows all available pre-built reports. Each report card displays the report name, description, and available export formats.

Visit Trends — completed, missed, and pending visits over 30 days.

Visit Summary — detailed visit list filtered by patient, caregiver, or service type.

Billing Summary — revenue by payer, claim status, and service type.

Caregiver Hours — hours worked per caregiver for a selected pay period.

Authorization Utilization — remaining units and expiry status per patient.

MCO Utilization — per-MCO breakdown of service usage and trends.

EVV Compliance — verification rates, exception rates, and geofence accuracy.

Each report accepts a date range filter. Some reports also allow filtering by caregiver, patient, service type, or MCO. Apply filters before generating to narrow the data.

Click Export CSV to download raw data for further processing in Excel. Click Export PDF to generate a formatted report suitable for printing or sharing with MCO contacts.