ROLE PRIVILEGES NEEDED: <udl-white>Dates<udl-white>


Go to:

  1. Dashboard
  2. Charts

Careficient has multiple Chart Reports for the following:

For accurate reporting, you want to make sure your Dashboard set-up includes the following for each agency:

Select the drop down <btn>   Louisiana Labour of Love      ▾   <btn> to the right of "Agency" to access the charts for a specific agency(ies).

Select the drop down <btn>   --select--       ▾   <btn> to the right of year to choose the option you want to run the reports for.

Choose the time frame that you want to run reports for OR...

Enter the dates manually.

Select the drop down <btn>   Payer Category       ▾   <btn> to the right of Payer Reports Group By to choose your payer category...

To look at data for broad payer categories such as Medicare or other insurance, select Payer Category. For specific payers such as Aetna or United, select Payer Reporting Group.

Then you will need to choose the Chart Category and click Submit/Enter when all options are chosen. Any of these reports can be exported.

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