Staff Reports provides an overview of your staff’s statuses, such as time off, credentials, and signature in session – missing or expiring. For additional information, click on each task. 

Time Off Management

This table provides a list of time off requests submitted by your staff. It shows the staff name, time off date, description, and status (pending, approved, rejected). Click on the date range above to view the patients and their details. You can approve or reject the requests by clicking on the three horizontal dots in the action column. 

Missing Credentials

This table provides a list of all the staff whose credentials are missing. Uploading credentials is highly essential to bill the rendered sessions seamlessly. 

Credentials Expired in 30 Days 

This table provides a list of those staff whose credentials have been expired. It allows you to remind them to upload new credentials. For seamless experience and saving time, you can filter the results based on time intervals – 60 days, 90 days, and 120 days. 

Provider Signature Missing in Session

This table provides a list of staff/providers who have not uploaded their signatures based on specific reasons. You can select the providers and the date/date range. It shows the provider name, date of service (DOS), session time, patient name, service and hours, and their statuses. 

You can download all these reports for further review by clicking on this icon ()  that is on the right side of the screen.