Unit Usage & Revenue Reports
AdministratorsReports & Analytics
Optimize service delivery and track financial performance.
Accessing Unit Reports
- Go to Reports → Unit Usage
- Select date range
- View utilization data
Unit Utilization Overview
Summary Cards
| Card | Shows |
|---|---|
| Total Allocated | All units across clients |
| Total Used | Units consumed |
| Utilization Rate | % of units used |
| Revenue Potential | Value of used units |
Client Utilization
Per-Client View
| Column | Description |
|---|---|
| Client Name | Who |
| Allocated | Total authorized units |
| Used | Units consumed |
| Scheduled | Future appointments |
| Available | Remaining units |
| % Used | Utilization percentage |
Utilization Status
| Status | Percentage | Action |
|---|---|---|
| 🔴 Under-utilized | <50% | Schedule more |
| 🟡 On track | 50-80% | Monitor |
| 🟢 Good | 80-100% | Excellent |
| 🔴 Over | >100% | Review authorization |
Service Type Breakdown
By Service
View units by type:
- Community Engagement (CE)
- Specialized Habilitation (SH)
- Staff/Family Consultation (SFC)
- Stabilization (STAB)
Trends
- Which services most used
- Growth over time
- Seasonal patterns
Revenue Reports
Revenue Summary
| Metric | Description |
|---|---|
| Gross Revenue | Total billable value |
| By Service | Breakdown by type |
| By Client | Top revenue clients |
| Trend | Month-over-month |
Calculating Revenue
Revenue = Units × Rate per unit
Example:
- 400 units used
- $15 per unit
- $6,000 gross revenue
Optimization Insights
Under-Utilized Clients
Clients with low utilization:
- Check scheduling frequency
- Review client availability
- Confirm authorization still valid
- Reach out to case manager
Scheduling Gaps
Identify missed opportunities:
- Days without service
- Cancelled appointments
- Declined appointments
Forecasting
Projected Usage
Based on current pace:
- Estimated month-end usage
- Projected revenue
- Units likely to expire unused
Alerts
- Clients on pace to under-use
- Clients on pace to over-use
- Authorization expirations
Export Options
Standard Export
- Click Export
- Choose format: Excel, CSV, PDF
- Download
Scheduled Reports
Set up automatic reports:
- Click Schedule Report
- Choose frequency
- Select recipients
- Enable
Revenue by Period
Monthly Revenue
Track revenue trends:
- This month vs last month
- Year-over-year comparison
- Rolling averages
Quarterly/Annual
- Quarterly summaries
- Annual totals
- Growth metrics
Tips
- Monitor weekly — Don't wait until month end
- Act on under-utilization — Schedule additional visits
- Plan ahead — Use forecasting to project
- Review authorizations — Request increases if needed
Troubleshooting
Units not tracking
- Check appointments are completed
- Verify service type matches
- Review client allocation
Revenue seems off
- Check rate configurations
- Verify all appointments complete
- Review billing status
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