The Report Center is an area separate from System Reports that allows for various reports to extract practice data from the system. This feature is available to customers subscribed to the Power package. Some reports are similar to those found in the System Reports, with other unique reports to further analyze practice data. Users can access the Report Center by selecting Reports | Report Center from the Navigation Menu.
- If your practice needs to upgrade the subscription, contact the subscription team.
- If your practice has the Power package but does not have access to the report center please contact our Support Team to gain access.
Below are a complete list of reports with a short description of each. The Report Center is separated into five different categories: appointments, billing, clinical, custom, and documentation.
Appointment Reports
Appointment Documentation Status Report: Shows documentation status for documents and whether documentation has been started, edited, signed or skipped.
Appointment Productivity: Shows a practice overview of appointment productivity based on specific grouping.
Appointment Scheduling: Shows .
Appointments: Shows all appointments and allows appointments to be grouped by Facility or Provider. The report shows start and end time, length, facility, patient name, phone number, zip code, CPT code, transaction code, copay, charge, and patient balance.
Biller Appointments: Appointments grouped by billing provider. There are different ways to sort including facility; and includes start and end time, billing comment, length, Provider ID, Facility ID, patient, diagnoses, CPT code, Tx code, copay, and appointment charge. This report is popular with billers to review appointment details.
Date and Documentation ID: Shows a list of Documentation IDs along with billing information like Patient, Appointment Date, Transaction Code, Modifiers, Place of Service, Provider ID, length of appointment, fee, service units, and Units.
Days Between First and Last Visits: Total time including weekends between the first visit and last visit.
Days between First and Second Visits: Number of days between patient intake and next visit.
Patient Retention Report: Shows a graph and tables results for average length of stay for patients. Designed to measure best practice of seeing patients for a follow up within 90 days.
Provider Retention Report: The Provider Retention Report displays the client retention rate of individual providers. The report will display retention rates for Psychiatrists (90-day retention period) or for Therapists (30-day retention period). A graph displays the client count per appointment range.
Time Sheet Detail: Shows the length in minutes per each Transaction Code/ Service along with charge information and units.
Time Sheet Summary: High level version of the time sheet detail showing time in minutes of each service.
Billing Reports
Adjustment Per Payer Detail: List of all adjustments per payer of the transaction. Includes charges, units, and adjustment amounts per unit.
Adjustment Per Payer Summary: Summary view of adjustments per the payer of each transaction by service date and/or adjustment date.
Adjustments Detail: View of adjustments by adjustment date/and or service date range with details about the charge and adjustment.
Adjustments Summary: View of different types of adjustments and a summary organized by group.
Card Manager Report: Report that allows a practice to see patients that have a card saved to their card manager and see expiration of cards. (Only available with Valant's Integrated Credit Card Processing)
Charge Payroll Detail: Detail list of charges by service date range; includes transaction code, units, and service units.
Charge Payroll Summary: Detail list of charges by service date range: includes transaction code, units, and service date range.
Charges Detail: Shows detailed charge information such as patient id, supervisee, facility ID and billing ID's.
Charges Summary: List of total charges, service units and service units by available groupings.
Credit Card Detail Report: Details of credit cards processed through Valant.
Insurance Aging Detail Report: Insurance aging report that will show specific patient line items for dates of service with insurance balance.
Insurance Aging Report: Insurance aging report that shows a breakdown by insurance company including totals for each.
Insurance Authorizations: List all authorization details per grouping with additional patient details, including contact information, insurance id and expiration.
Integrated CC Transactions: Shows a list of transactions with integrated credit card processing in Valant IO.
Net AR Report by Date of Service: Shows value of accounts receivable organized by dates of service.
Net AR Report with Fee Schedule: Shows value of accounts receivable based on the fee schedule.
Patient Aging Report: Aging report for balances in patient responsibility.
Patient Statement: List of charges, insurance payments, patient payments, all adjustments, and the insurance balance and patient balance.
Payments Collected: Showing payments collected organized by provider showing the transaction code of the payment.
Payment Collected Summary: At large view of total payments collected within a specific date range.
Payments Detail: List of all payments made per grouping including supervisee, payment type and payment from (payer).
Payments Summary: List of payments by type and total per type for a given time period.
Payment Reconciliation Report: Lists of all payments including prepayments that shows a list of all payment movements for simple reconciliation.
Payroll Rate by Payments Collected: Report to complete payroll based on a percentage of payments collected.
Payroll Rate by Service Units: Lists the payments per service unit for a provider in a given period.
Payroll Rate By Transaction Code Payments Collected: This report is to filter payments collected by rendering provider billing type, and payment rates per procedure code.
Prepayment Details: List of prepayments includes patient balance with additional details, including transaction code, facility, and provider. Lists the payments per service unit for a provider in a given period
Prepayment Summary: List of all patient prepayments and balance.
Productivity: Summary of monthly total charges, payments and adjustments with Account Receivable Balance. Similar to patient statement and Transaction Journal. This is different from the System Reports Version in that it includes the service units, non-insurance adjustments as well as it does not include the AR Days or the Collections %.
Revenue Per Facility Summary: Charges, units, service units and payments with payments per unit and service units.
Revenue Per Payer Detail: Detailed view of amount of payments per charges based on the payer of the charges.
Revenue Per Payer Summary: Summary view of payments and charges by payer.
Revenue Per Procedure Detail: Charges and payments per transaction code, procedure with payments per unit, and service units.
Revenue Per Procedure Summary: Charges and payments per transaction description with payments per unit and service unit.
Service Units: Total service units based on grouping with transaction code and CPT code.
Service Units Summary: Service unit totals for providers.
Weekly Service Units: Total service units per week by patient or provider.
Clinical Reports
ICD -10 Diagnosis Report: Report showing diagnosis information for patients organized by provider and patient
Outcome Measure Aging: Measure days elapsed from patient chart creation to first date the measure is administered. Monitor provider adherence to timely outcome measure administration.
Outcome Measure Score reports: Outcome measure score reports display aggregate clinical outcome measure scores, grouped by facility or provider. Graphs display average scores by months of service and average number of visits per initial score severity range. Analyze client improvement rates over time. Quantify client progress.
- DERS Score Report
- GAD-7 Score Report
- OASIS Score Report
- PHQ-9 Score Report
- PHQ-9 Individual Score Report
- PSC Score Report
- Y-PSC Score Report
Outcome Measure Individual Score Reports: Outcome measure individual score reports display patient scores per outcome measure question over time. Analyze individual client improvement rates over time per outcome measure question. Quantify individual client progress.
- PHQ-9 Individual Score Report
- GAD-7 Individual Score Report
Patients Seen in Given Date Range: Displays the list of and total number of clients seen in a specified date range. There will be only one entry per client, even if seen multiple times in the date range. If a client is seen by more than one provider or at more than one facility, the client will appear in the list under both providers/facilities but will only appear in the total once. The report can be sorted by provider or insurance.
Provider Caseload Report: Displays the total number of clients assigned to a provider. For each client, the report displays total appointments, date of first appointment, the first appointment CPT code, date of last appointment, primary diagnosis and primary insurance.
Provider Productivity Benchmark Report: Provides the opportunity to measure provider productivity -- by service units or by payments collected for a given time -- against your practice's minimum threshold and threshold goal benchmarks.
Reminders: Shows a record of internal reminders used within the EHR.
Treatment Plan Outstanding Signatures: Outstanding signatures by patient ID with outstanding provider.
Treatment Plan Review Dates: List of review dates per patient and treatment plan. Must have treatment plan active for this report to work.
Custom
Adjustments Details with PTQ: Adjustments per transaction with total adjustment date, source, type. PTQ stands for Patient Time Quality.
Adjusted Posted Details: All adjustments with provider, supervisee and facility.
Adjustments Posted Summary: Lists total charges and adjustments posted.
Charge Summary - All Transactions: Report showing all charges and transactions for a given date range.
Demographics Report: Show patient statistics and detailed demographic information.
Insurance Aging Detail Report: Report to see claims and all their transaction data, balance, and aging information.
ITB Charge Payroll Detail: Charges report showing detailed information and incident to billing.
ITB Charge Payroll Summary: Charge summary of transactions with incident to billing information.
ITB Provider Transaction Journal by Date of Service: Report showing all charges, payments and adjustments organized by transaction date with incident to billing information.
ITB Provider Transaction Journal by Posted Date: Report showing all charges, payments and adjustments organized by posted date with incident to billing information.
ITB Provider Transaction Journal by Transaction Date: Report showing all charges, payments and adjustments organized by transaction date with incident to billing information .
ITB Weekly Service Units Payroll: Total service units per week based on grouping and date range.
Last Patient Service: Last time a patient was seen with the amount of days it has been since that visit.
Outcome Measures Summary: Information about scored measures including number of patients who completed the measure, and average and total scores.
Payment Details with PTQ: Detailed payment report for patient and insurance payments.
Payments Posted Details: Additional payment details report for all payments posted.
Payments Posted Summary: Total charges and payments for the time range selected.
Payroll Detail - ITB: List of units/hours per grouping for incident to billing transactions.
Payroll Summary - ITB: Summary view of incident to billing transactions.
Provider Quality-SIGNAL Assessment- Returns a page per provider form used for an Aetna SIGNAL quality survey. (not be available to all customers)
Revenue Per Patient Type Detail: Total patient payments organized by Patient Type.
Revenue Per Patient Type Summary: Summary view of payments by patient type with charges.
Simplified Appointments: Shows appointments for a given period with simple details like facility, date, time, charge, copay, co-insurance, and payment notes.
Transaction Journal by Date of Service: Report showing all charges payments and adjustments organized by date of service.
Transaction Journal by Posted Date: Report showing all charges, payments and adjustments organized by posted date.
Transaction Journal by Transaction Date: Report showing all charges, payments and adjustments organized by transaction date.
Documentation
eSigned Documents: Shows all documents eSigned by patients in a given period.
Login History Report: Detailed audit log off user logins including IP address, Login Machine information, and which Valant App the user used.
Documentation Status Report: Reports that grants users access to see if an appointment note has not been started, started but not signed, or signed.
Patient Notification Report: The Patient Notification Report displays all notifications set for each client, grouped by client and provider. The report also displays patient insurance and outstanding balance data.
Provider Detail Report: Report showing all information for providers listed under Persons and Institutions | Patients
Referral Sources Report: Ability to access the list of referral sources for clients.
Uninitialed Documents: Shows list of documents that still need to be initialed to go into the patient chart.