Gain Real-Time Visibility into Behavioral Health Practice Performance

The Caseload Hub displays your complete client roster with essential quick-access information for each client: demographic and insurance details, assigned provider, last visit date, next scheduled visit, attendance rate, several engagement metrics, and authorization alerts. Filter and sort caseloads by provider and program to analyze how work is distributed across your team. Identify clients who haven't been seen recently or lack upcoming appointments to prevent clients from falling through the cracks. Compare caseload sizes across providers to balance workloads equitably—ensuring no clinician is overburdened while others have capacity. Track provider productivity metrics over time, compare performance across clinicians, and quickly identify which providers have capacity for new clients. Supervisors use caseload analytics to make informed decisions about case assignments, staffing, and training needs. The hub updates in real time as appointments are scheduled, completed, or documented.

The Appointments Hub tracks every appointment in your practice with comprehensive analytics: no-show rates, cancellation rates, reschedule frequency, and completed visit counts. Analyze these metrics by provider, program, location, service type, payer, or time period to identify patterns. Identify which service types have the highest demand relative to available capacity—enabling data-driven decisions about hiring additional staff, expanding specific programs, or adjusting schedules. Track trends over time to see whether operational changes improve show rates or productivity. These insights help behavioral health organizations reduce revenue leakage from missed appointments, optimize clinician schedules, and ensure adequate capacity for client demand.

The Documentation Hub tracks every visit from appointment through note completion, providing complete visibility into documentation timeliness across your organization. Monitor average days from session date to finalized documentation by provider. A real-time unsigned notes dashboard shows exactly which notes are outstanding, how many days overdue, and which clinicians need follow-up. Automated alerts notify supervisors when documentation exceeds your defined completion thresholds—allowing intervention before delays become compliance issues or audit findings. Timely documentation matters for clinical continuity (the next provider has current information) and revenue (claims cannot be submitted until notes are complete and signed). The hub helps practices maintain documentation standards that satisfy regulatory requirements, accreditation standards, and payer timely filing rules.

Our financial reporting suite includes everything behavioral health billing, finance, and accounting teams need for revenue cycle management. The Monthly Close product enables GAAP-compliant accrual accounting and revenue recognition reporting. Our Aging Report reconciles your AR monthly, graphically displays aging trends over time, and organizes outstanding balances by actionable claim lifecycle status—Not Sent, Rejected, Awaiting Response, Denied, or Paid but Unapplied—so your billing team sees exactly what action each dollar requires and can prioritize work that actually moves money. The Charges Report tracks every claim from creation through final payment or write-off. Rejection and Denial Reports analyze patterns by rejection reason, denial code, payer, and payer sequence (primary vs. secondary)—helping you identify systemic issues to fix at the source. Collections Reports show payments received by payer, enabling analysis of payer performance and contract effectiveness. Need additional financial analytics? We build custom reports to your specifications.

Yes. Our platform generates CCBHC (Certified Community Behavioral Health Clinic) quality measures and UDS (Uniform Data System) reports directly from your clinical and operational data without requiring manual data compilation or spreadsheet work. Because all clinical documentation, appointments, assessments, and outcomes are captured in structured form fields, the system automatically aggregates required metrics for these federal reporting requirements. CCBHC clinics can track required quality measures, access and engagement metrics, and outcome data as part of their demonstration or certification reporting. FQHC behavioral health programs can generate UDS tables directly from EHR data. Automated compliance reporting reduces administrative burden, eliminates data entry errors, and ensures your reports accurately reflect the services delivered and outcomes achieved. Need reports for other regulatory requirements? Our team builds custom compliance reports to match any reporting framework.

Absolutely—custom reporting is one of our core offerings. Every form field in your EHR is reportable, meaning any clinical, operational, or financial data you capture can be analyzed and reported. If you need reports we don't already offer—whether for a specific funder requirement, board reporting, grant deliverables, quality improvement initiatives, or internal operational questions—our team builds custom reports to your exact specifications. This includes custom dashboards, scheduled automated report delivery, cross-tabulations of clinical and financial data, outcome trend analyses, productivity metrics, and any other reporting need unique to your organization. Because we built your forms and know your data structure, we create meaningful custom reports efficiently. There's no limitation on what we can report—if the data exists in your system, we can analyze it. Request custom reports through your account team and receive them configured and ready to use.

The Appointments Hub provides the analytics needed to understand and address no-show patterns. Track no-show rates, late cancellations, and reschedules by provider, service type, location, day of week, or time slot to identify where problems concentrate. Compare rates across clinicians to spot scheduling practices that improve attendance. Analyze whether specific appointment types, client populations, or gaps between scheduling and appointment correlate with higher no-show rates. Use this data to implement targeted interventions—automated reminders, overbooking strategies for high-risk slots, waitlist management, or policy adjustments. Monitor trends over time to measure whether changes actually improve show rates. Combined with automated appointment reminders, practices typically see measurable reductions in missed appointments and the revenue leakage they cause.

Our reporting platform tracks the KPIs that matter for outpatient behavioral health: clinician productivity (booking rate), no-show and cancellation rates, average days from session to signed note, caseload size by provider, revenue by service type, denial rates by payer, collections performance, and clinical outcomes over time. Practice managers access operational dashboards showing real-time status across all metrics. Clinical directors monitor documentation compliance and outcome trends. Billing managers track revenue cycle KPIs from charge creation through payment. All metrics can be filtered by provider, program, location, payer, or date range. Need KPIs we don't already track? Because every form field is reportable, we build custom metrics and dashboards specific to your practice's goals and funder requirements.