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Reports Guide & Best Practices

Reports Guide

In-platform Reporting:

  • Report Card
    • View patient and employee survey trends and current quarter statistics. Dive into specific categories such as Staff, Recommend, Care, Food, and more. You can view individual locations or compare locations in your company. 
  • Survey Analytics
    • View patient and employee survey trends and current quarter statistics per survey. Per scheduled survey, you can dive into specific categories such as Staff, Recommend, Care, Food, and more. You can view individual locations or compare locations in your company. 
  • Patient Flow Analytics
    • Learn about and visualize information about patients you receive and refer.
  • CheckUp
    • Call Schedule Manager
      • View your organization's CheckUp call schedules and scripts. 
    • CheckUp Calls: Location Comparison
      • Compare overall satisfaction results from CheckUp calls across your company.
    • CheckUp Calls: Question Comparison
      • View and analyze responses to each question on your CheckUp call scripts.
    • CheckUp Calls: Annual Satisfaction Report
      • A report used for Utah-based SNFs for annual Medicare reporting.
  • Hospital Alerts
    • Prevented Readmission Report
      • View a list of patients who were at risk of readmitting to the hospital, but did not readmit to the hospital.
    • Readmission Analytics
      • View basic trends and statistics about your organization's patient readmissions. 
  • Resident Surveys
    • Resident Surveys: Department Report
      • Trends and department breakdowns from Resident Survey data.
    • Resident Surveys: Location Comparison
      • Compare overall satisfaction results from Resident Surveys across your company.
    • Resident Surveys: Question Comparison
      • View and analyze responses to each question on your Resident Survey scripts.
  • Transition Manager
    • Transitions: NTUC
      • View a list of patients that were "not taken under care" after discharge from your organization's care.
  • Employee Surveys
    • Employee Roster
      • A list of your organization's current and former employees, also includes employee information (start/end dates, job title, contact info, etc.).
    • Employee Sent Survey Report
      • A list of employees and when they were last sent a survey.
    • Employee Survey Schedule
      • View your organization's Employee Survey schedules and scripts. 
    • Employee Surveys: Location Comparison
      • Compare overall satisfaction results from Employee Surveys across your company.
    • Employee Surveys: Question Breakdown
      • View and analyze responses to each question on your Resident Survey scripts. This report is interactive and allows you to filter to certain subsets of employees.
    • Employee Surveys: Question Comparison
      • View and analyze responses to each question on your Resident Survey scripts.
  • QR Code Surveys
    • Survey Analytics: Location Comparison
      • Compare overall satisfaction results from QR Code Surveys across your company.
    • Survey Analytics: Question Comparison
      • View and analyze responses to each question on your QR Code Survey scripts.
  • Gift Card
    • Sent Gift Cards
      • View details about gift cards sent by your organization.
  • Reputation Manager
    • Online Reputation
      • View Google star rating, total Google reviews, and reviews for your organization.
    • Reputation: Location Comparison
      • Compare overall Google star ratings across your company.
  • Opportunities
    • Opportunity Analytics
      • View overall and individual trends of successful, attempted, not attempted, and not valid Opportunities as well as percentage of Opportunities viewed within 48 hours and resolved within 7 days. 
  • Other
    • Chat Log
      • View a log of all messages left on patient profiles.
    • Hospitalization Predictor
      • View a list of patients and their hospitalization risk scores.
    • Patient Risk Changes
      • Track changes in patient hospitalization risk scores.
    • Patient Reacquisition
      • View a list of patients that have been reacquired by your organization.
    • Continuum Comparison
      • View statistics on how your downstream partners have performed. 
    • Hospital Downstream Comparison
      • View statistics on your hospital downstream partners.
    • Network Locations
      • See what locations you have shared patients with.
    • Report Card
      • View details about your patient satisfaction and clinical metrics.
    • Patient Referral Flow
      • Track where your patients transition to after discharging from your location.

Email Reporting

  • Weekly Opportunity Report
    • A report containing summary details about the previous week's Opportunities.
  • Weekly Call PDF Report
    • A report containing summary details about the previous week's CheckUp Calls/
  • Monthly Executive Summary Report
    • A report sent out on the 1st of each month containing high level details about your organization such as: Patient Satisfaction, Reacquired Patients, Employee Engagement, and more. 
  • Weekly Employee Completed Survey Report
    • A report containing a list of employees who have recently completed an Employee Survey.
  • Weekly Employee Report
    • A report containing summary details about the previous week's completed Employee Surveys. 
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