Clinical Reports

Clinical reports focus on patient-related data using sources like evaluations, demographics, insurance details, sessions, and contacts.

Within the Clinical Reports category, there are multiple report templates to choose from.

Each template handles the data a bit differently, either adding calculations or containing a different set of default data points. Review the table and related linked articles below to learn more.

Report Type	Data Included
Patients	This report provides data grouped by patient primarily using the information from the patient's facesheet. This report only displays the fields selected during report creation.
Stats	This report automatically provides percentages and totals for any of the selected data fields. We recommend choosing fields that are shared across patients like gender or insurance company rather than specific fields like email address.
Urgent Issues	This functionality has been deprecated and replaced with Patient Flags. Check out the patient Flags Report instead.
Patient Evaluations	This report contains the following default data points: Evaluation Name Status Created Date Created by Date of Service (Date/Time) Completed At (Date/Time) Signed By (User/Date/Time)
Group Sessions	This report contains the following default data points: Facilitator Group Session Title Group Session Topic Start Time (Date/Time) End Time (Date/Time) Duration (Hours) Status Signed by (User/Date/Time)
Single Evaluation	This report allows you to review all information entered into each field of the selected Evaluation. This report contains the following default data points: MR Number Patient Name Evaluation Date Evaluation ID Template ID Patient ID Master ID Fields with values added to the evaluation form Note: This report exports as a .csv file and must be downloaded to view results.
Therapist Evaluation	This report contains the following default data points: Therapist Name (only therapists with an assigned caseload are included) Evaluation Name Status Created Date Created by Date of Service (Date/Time) (if the form has the evaluation_date field) Completed At (Date/Time) Signed By (User/Date/Time)
History	Discover the change history for key patient data points. Each history report focuses on a single historical element (e.g. assigned Program, Diagnosis, Sobriety date, etc.)
Patient Attendance	This report is only available for organizations that have enabled the Attendance Tracker feature.

Single Location Report

To run reports for a specific location within a master instance, select the Location from the header and click Refresh Data.