Access and download reports about your clients' services, including monthly summaries, progress reports, and service hour documentation.

Available Reports

Monthly Service Summary

Overview of services for a month:

Total hours provided
Services by type
Appointments completed
Key observations

Progress Report

Goal achievement documentation:

Goals being addressed
Progress toward each goal
Challenges and successes
Recommendations

Service Hour Report

Detailed hour documentation:

Daily service hours
Cumulative totals
Service type breakdown
Staff assignments (if visible)

Schedule Report

Upcoming appointment details:

Scheduled visits
Service types planned
Time allocations

Accessing Reports

From Client Profile

Go to Clients
Select your client
Click Reports tab
Choose report type

From Reports Section

Go to Reports in main navigation
Select client
Choose report type
Set parameters

Generating Reports

Step by Step

Select the report type
Choose the date range
Set any filters
Click Generate or Download

Setting Date Range

Most reports require a date range:

Select start date
Select end date
Review the period
Generate report

Available Formats

Reports download as:

PDF - Best for printing/sharing
Excel - For data analysis
CSV - For importing elsewhere

Report Contents

Monthly Summary

Includes:

Service hours summary
Appointment statistics
Notable observations
Goal progress highlights

Progress Reports

Contains:

Current goals
Interventions used
Progress measurements
Recommendations

Service Verification

For compliance:

Dates of service
Hours per visit
Services provided
Staff signatures (if applicable)

Using Reports

For Care Coordination

Reports help you:

Verify services are delivered
Track goal progress
Identify concerns
Plan adjustments

For Documentation

Use reports for:

Case file updates
Authorization renewals
Compliance verification
Team meetings

Sharing Reports

Downloaded reports can be:

Saved to your computer
Printed for records
Shared per policy
Attached to case files

Report Schedule

Automatic Reports

Some providers automatically send:

Monthly summaries
Progress reports on schedule
Per your preferences

Configure in Settings → Report Preferences.

On-Demand Reports

Generate reports anytime:

Select client
Choose report
Set parameters
Download immediately

Custom Reports

If Available

Some portals allow custom reports:

Select specific fields
Custom date ranges
Multiple clients (if authorized)
Specialized formatting

Requesting Custom Reports

If you need something specific:

Contact the provider
Explain your needs
They may generate custom reports
Or adjust portal settings

Troubleshooting

Report Won't Generate

If a report fails:

Check date range is valid
Ensure client has data in range
Try smaller date range
Contact support if persists

Missing Information

If report seems incomplete:

Verify date range
Check filters applied
Some data may not be shared
Contact provider for clarification

Download Problems

If download fails:

Check internet connection
Try different browser
Clear browser cache
Try different format

Report Storage

On Your Computer

Save downloaded reports:

Organized folders
Clear naming convention
Backup important reports
Follow your retention policy

In the Portal

Reports may be saved in portal:

View generation history
Re-download past reports
Depends on provider settings

Best Practices

Regular Reviews

Download monthly summaries regularly
Review for accuracy
Note any concerns
File appropriately

Documentation

Keep copies for your records
Document review in case notes
Track trends over time
Support care planning

Help Center

Downloading Reports