Productivity Reports

Touches to Completion Report

Description: The Touches to Completion Report shows the number of touches required to complete a claims cycle (get paid). It includes details such as the claim ID, claim from date, claim total amount, and claim total touches. Additionally, the report shows a co-display for Touches to Completion by Date of Service. This report is also accessible through a drill-through option from the Average Touches to Completion dashboard gadget.

Limitations: Does not include deleted claims.

User Productivity by Notes Report

Description: The User Productivity by Notes Report displays a list of claims with any claim/claim follow-up notes that have been created  by each user during the specified time frame. This report is grouped by the created by user and displays the note count, claim ID, last note & claim from dates, and billed amounts. Additionally, the report shows the claim status and a co-display for Daily Productivity.             

Limitations: Does not include deleted claims.

User Productivity by Tasks Assigned Report

Description: The User Productivity by Tasks Assigned Report displays a list of task reminders assigned by a user during a specific time frame. This report is grouped by Task Assignee and displays details such as the task count, reminder link category and description, link entity ID, and entered dates. This report also includes a co-display for Daily Productivity.       

Limitations:None

User Productivity by Tasks Completed Report

Description: The User Productivity by Tasks Completed Report displays a list of task reminders completed by a user during a specific time frame. This report is grouped by Task Reminder Username as well as Reminder Link Category and displays details such as the task count, reminder link description, link entity ID, and link entered dates. This report also includes a co-display for Daily Productivity.       

Limitations: None