Reports Module

Category	Report Name	Description	Use Case
Contracts	Contract Locations Report	Lists authorized service locations linked to each payer contract.	Verify which service locations (home, clinic, telehealth) are allowed per contract.
Contracts	Contract Rate Report	Displays CPT codes and associated reimbursement rates per contract.	Ensure billing is done at the correct contracted rate for each CPT code.
Contracts	Contract Compliance Report	Flags contract setup issues such as missing data or misconfigurations.	Identify setup errors that could block scheduling or claims.
Contracts	Contract Detail Report	Full summary of contract attributes including provider, rate set, location, etc.	Audit contract details when setting up or renewing agreements.
Contracts	Contract Requirement Report	Tracks required documents or credentialing files per contract.	Track document compliance for audits or payer credentialing.
Providers	Providers Basic Info Report	Basic demographic and licensing data for all providers.	Review or update provider demographics and license info.
Providers	Providers Credentials Report	Credentialing details with license numbers and expiration.	Monitor license and credential expiration to maintain compliance.
Providers	Providers Locations Report	Shows which providers are assigned to which locations.	Confirm provider eligibility for services at specific sites.
Providers	Enrollments Report	Enrollment status for each provider with each payer.	Track payer enrollment progress for onboarding.
Providers	In-Network Enrollments Report	List of providers who are in-network.	Check network participation before assigning clients.
Providers	Enrollment Submission Report	History of enrollment submissions per provider.	Audit submission dates and methods for enrollments.
Providers	NPI Number Missing Report	Flags providers missing NPIs.	Prevent claims denial due to missing NPI.
Providers	Blocked Enrollment Report	Identifies blocked enrollments due to issues.	Resolve blocks delaying provider activation or billing.
Providers	Provider Basic Info Report Advanced	Extended demographic and administrative details.	Perform comprehensive provider audits or updates.
Providers	Provider Notes Report	Internal notes added about each provider.	Track internal communications or tasks related to provider setup.
Providers	Provider Cancellation Report	List of canceled or terminated providers.	Review termination reasons or audit provider offboarding.
Providers	Provider Alerts Report	Active alerts related to provider compliance or credentials.	Proactively address compliance risks tied to provider data.
Scheduling	Clinician Scheduled Hours Report	Shows total scheduled hours for each clinician.	Plan staff workloads and check if clinicians are under- or over-utilized.
Scheduling	Clinician Schedule Report	Lists appointments by clinician.	Review upcoming appointments by provider.
Scheduling	Clinician Rendered Hours Report	Total rendered hours per clinician.	Confirm rendered hours for payroll or productivity tracking.
Scheduling	Patient Rendered Hours Report	Total hours delivered to each patient.	Ensure patients receive enough authorized care.
Scheduling	Patient Wise Rendered Hours Breakdown Report	Breakdown of rendered hours per patient by CPT/provider.	Audit service types and time allocation for individual patients.
Scheduling	Clinician Cost Report	Cost of labor per clinician based on time and rates.	Estimate labor costs for budgeting or margin analysis.
Scheduling	Income Report	Total billed income.	Measure monthly revenue generation.
Scheduling	Margin Report	Margin = Revenue - Cost.	Understand clinic or provider profitability.
Scheduling	Patient Cost Report	Cost to serve each patient.	Assess cost-efficiency of services per patient.
Scheduling	Patient Schedule Report	Detailed schedule of appointments by patient.	View a patient's full appointment history or upcoming schedule.
Scheduling	Patient Scheduled Hours Report	Total hours scheduled for each patient.	Track total service hours planned per patient.
Scheduling	Therapist Wise Rendered Hours Breakdown Report	Breakdown of rendered hours by service/therapist.	Analyze direct vs indirect service delivery by therapist.
Scheduling	Patient Wise Scheduled Hours Breakdown Report	Granular view of patient’s scheduled hours.	Check how sessions are distributed across weeks, providers, or settings.
Scheduling	Expanded Therapist Margin Report	Detailed margin analysis per therapist.	Compare therapist performance and financial contribution.
Scheduling	Mileage Report	Tracks provider travel miles.	Reimburse provider travel or audit mobile service costs.
Scheduling	California Parental Verification for Receipt of Behavioral Services	Required documentation for CA compliance.	Maintain state-mandated parental signatures for CA providers.
Scheduling	Service Log Report	Full log of rendered services.	Export full treatment history for audits or record-keeping.
Scheduling	Patient Cancellation Report	Canceled sessions initiated by patient.	Track no-shows or frequent cancelations by patients.
Scheduling	Provider Cancellation Report	Canceled sessions initiated by provider.	Monitor session cancellations initiated by staff.
Scheduling	Provider Overlapping Appointments Report	Detects schedule conflicts.	Prevent double-bookings or billing violations.
Scheduling	Monthly Provider Supervision Details	Session-level supervision records.	Track every supervision event and verify documentation.
Scheduling	Monthly Provider Supervision Summary	Roll-up of supervision hours per provider.	Check monthly supervision hour totals per RBT or BCBA candidate.
Scheduling	Weekly Contract Fulfillment Report	Tracks % of scheduled/rendered vs authorized hours (weekly).	Confirm if weekly service goals are being met.
Scheduling	Monthly Contract Fulfillment Report	Same as above, monthly.	Monthly view of authorized vs delivered services.
Scheduling	Appointment Audit Report	Detects appointment issues (overlap, missing data).	Find data quality issues that could impact billing or compliance.
Patients	Patient Notes Report	All notes linked to a patient.	Summarize communication, clinical, or admin notes.
Patients	Patient Service Rate Report	Rate for each CPT for the patient.	Validate billing rates for unique payer-patient situations.
Patients	Patient Authorization Report	Details of patient authorizations.	Ensure accurate and timely delivery of services per auth.
Patients	Patient Basic Info Report	Demographic info.	Verify demographic data for compliance or intake processing.
Patients	Session Notes Report	Clinical session notes.	Review session documentation quality.
Patients	Patient Cancellation Report	Canceled sessions initiated by patient.	Track no-shows or frequent cancelations by patients.
Patients	Patient Funding Report	Payer info for patient.	Review or assign correct payer to a patient.
Patients	Patient Supervisor History	History of supervisors per patient.	Understand who has provided clinical oversight over time.
Patients	Patient Caregiver Details Report	Caregiver contact info.	Ensure caregiver contacts are up to date for consents and training.
Patients	Patient Summarized Authorization Report	High-level summary of authorization usage.	Quickly assess hours used vs remaining in a patient's auth.
Billing	Monthly Billing Report	Total billing for the month.	Track total billed services per month.
Billing	Monthly Collection Report	Total collections for the month.	Compare billing vs actual payments received.
Billing	Monthly Copay Report	Copays collected.	Track how much copay was charged and collected.
Billing	Monthly Non Covered Report	Non-covered charges.	Monitor non-covered services to reduce revenue loss.
Billing	Aging Report	Outstanding AR by age.	Prioritize AR follow-up by how long claims are unpaid.
Billing	AR Collections Report	Collection totals applied.	Evaluate how well collections are applied to balances.
Billing	AR Billing Report	Charges posted to AR.	Review what’s been charged and when.
Billing	AR Collection Applied Report	How payments were applied.	Match collections to individual claims or invoices.
Billing	Patient Ledger Report	Ledger for each patient.	Resolve billing issues at the individual patient level.
Billing	AR Date of Service Wise Billing Report	Billing by date of service.	Cross-check service dates with what was billed.
Billing	Appointment Wise Billing Report	Billing by appointment.	Ensure each appointment was billed properly.
Billing	Resubmitted Invoices	Invoices that were resubmitted.	Track claims resubmitted due to denials or corrections.
Billing	Unbilled Services	Sessions not yet billed.	Prevent lost revenue from sessions not yet billed.
Billing	Revenue Summary Report	Overall revenue summary.	Executive view of billed vs collected revenue.
Billing	Revenue Collections Report	Collected revenue report.	Analyze payer or clinic-level revenue collection performance.
Billing	Catalight Billing. Location Details Report	Catalight-specific billing by location.	Fulfill reporting requirements for Catalight-specific contracts.

Reports Module

This table provides an overview of the reports listed on Motivity PM per category including a brief description and use cases for each report.