All the reports listed below will be under the Reports menu item, or under the Finance menu item for financial reports.
Time Reports
You can see staff’s time for any period of time using the Time Report. This report shows all approved times for Daily Notes and Time Entries. If these notes have been processed in a Payroll cycle, you will also see the cycle name in the last column.
Note Reports
You or Staff can revisit Daily Notes after they’ve been approved by using the Note Report listed under Reports. This report will only show notes that have been Approved or Rejected (marked as Deleted). The Rejected status is more for auditing purposes, or if Staff need to resubmit a note that they’ve started and the appointment was removed, they can run this report with the Rejected status selected in order to see the information and fill it out in a separate note.
Finance Reports
Payroll, Billing, and Expense processing is broken down into three steps: Report, Review, Process.
Report - The reporting step queries all items based on the criteria selected.
Review - The review step allows you to verify the record counts, cutoff, and records included before beginning the processing of these records.
Process - The process step allows you to create a cycle for the records in the previous step, and then associate the items with that cycle. The processing step marks all items included in the cycle as paid or billed, and they will no longer be included in subsequent financial processings.
Payroll
The Payroll report is used for processing items considered payable in InCare. These items include Daily Notes, and Time Entries. It does not include Expenses, those are processed on a separate report.
Billing
The Billing report is used for processing Daily Notes for clients and prepare them for your company’s billing. Only records that have been approved (and notes that require a Guardian signature and have been signed) are used in this report. Billing of pending notes, or notes awaiting resubmission are not included.
Expense
The Expense report is used for processing Expense entries for staff. Mileage and traditional Expense entries are all included here.
Process
Process Reports for Finance allow you to rerun processed financial cycles and use the outputs to begin submission to your Payroll or Billing providers. Process reports allow you to rerun your Payroll, Billing, or Expense cycles, and can also give you a summarized version. All reports can be exported to Excel or printed.
Client Hours Report
The Client Hours report lets you see a utilization of Client hours based on what’s been scheduled, worked, and what’s available from the Client’s service contract. It also shows the percentage utilized, so at a glance, you can see all your Clients and utilization of services.
Summary Reports
Summary Reports are available to Managers and Staff. Summary Reports are used for end of the month, or quarterly summaries that can be sent to auditors. These reports can be saved so that they can be easily referenced in the future, and give a breakdown of Goal Progress, Client Activities Count, Issues, Doctor Visits, and Client Notes (submitted through administrative Contact Sheets).
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