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Reports

HelloNote has an array of all necessary reports for therapists to utilize in regard to patients, insurances, and invoices. Depending on the desired output, therapists can customize more reports by dates, filters, etc.

Office

  • How do I pull reports for Clock In/Out?
  • How do I use Referrals reports?

Favorite

  • How do I add my favorite reports ?

Schedule Reports

  • How do I use the schedule statistics ?
  • What is the Reminder Status?

Patient Reports

  • Events Report
  • What is the Patient Status Report?
  • Active Patients report now has Age and "Date Added" column
  • What is the Active Patients report?
  • Patient Authorization Report
  • How to use the Patient Eligibility Report?
See all 13 articles

Note/Compliance Reports

  • How to check for therapist productivity?
  • How to check Post Discharge details?
  • How to access the compliance report?
  • How to filter the Notes Report for Quick and Full Discharge together?
  • How to filter Notes Report for multiple offices?
  • What is the Pending Cosign Report?
See all 10 articles

Financial Reports

  • Understanding the "Finalized Date" Filter in the Therapist Invoice Report
  • How do I filter out patient balances in the Patient Payment Report?
  • How do I pull reports for Patient Responsibility?
  • How do I use net collections rate report ?
  • How do I use the Therapist Invoice Report?
  • How do I keep track of Revenue report?
See all 10 articles

Billing/Insurance Reports

  • Top 10 Insurances Seen

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