Payer Reports

Payer Reports under the Reports menu are divided into the following categories:

  • Billing

  • Compliance

  • Events

  • Exception Reports

  • Members

  • Other Reports

  • Provider (Vendor) Management

  • Sales

  • Time and Attendance

  • Visits

To access Payer reports, click Reports in the top navigation bar. Click any report link to open it in a separate window or use the Report Category filter.

Reports page showing list of All reports

Report Name NPP Path Classic Path Definition

Batch Detail Report

Reports > Billing > Batch Detail Report

Report > Billing > Invoicing > Batch Detail Report

List of all Invoices/Visits generated for each batch within the specified time frame for the selected Provider.
Batch Summary Report Reports > Billing > Batch Summary Report Report > Billing > Invoicing > Batch Summary Report Invoice Summary with Total Invoices/Billed Dollars associated with a specific batch.
Billing Batch Report Reports > Billing > Billing Batch Report Report > Billing > Invoicing > Billing Batch Report Billing Batch Summary that includes total number of Invoices, total hours/units, total billed amount, AR Export Date, Billing Export Date, and Status of Home Care and Non-Home Care Providers.
Payer Billing Report Reports > Billing > Payer Billing Report Report > Billing > Invoicing > Payer Billing Report Divided between Home Care and Non-Home Care billing. Displays billed Visits, and provides the batch, Invoice number, Invoice and Visit date, billed amount, and Service Code.
Print Invoices Reports > Billing > Print Invoices Report > Billing > Invoicing > Print Invoices Allows users to print invoices associated with invoiced Visits. Displays all invoices for the selected invoice, or service dates, or both. Can be run for a specific batch number or Member.
Print Duty Sheets Reports > Billing > Print Duty Sheets Report > Billing > Invoicing > Print Duty Sheets Allows users to print Duty Sheets associated with invoiced Visits.
Unbilled Visits by Provider Reports > Billing > Unbilled Visits by Provider Report > Billing > Unbilled > Unbilled Visits by Provider Separate lists of unverified and verified Visits within the specified date range that have not been billed. Can be run for a single member and can exclude missed visits.
Report Name NPP Path Classic Path Definition

Members with no POC

Reports > Compliance > Members with no POC

Report > Compliance > Members with no POC

List of Members with no Plan of Care. Contains general Member information along with Coordinator name and Service Start Date.
POC Compliance Outliers V2 Reports > Compliance > POC Compliance Outliers V2 Report > Compliance > POC Compliance Outliers V2 List of POC tasks that are outliers (out of range) considering Min-Max of POC for specific time duration.
Unverified Visits Aging Detail Reports > Compliance > Unverified Visits Aging Detail Report > Compliance > Unverified Visits Aging Detail Lists number of Visits that have not been billed and how much they have aged. Non-billable Visits can be removed.
Report Name NPP Path Classic Path Definition

Discharge Event Report

Reports > Events > Discharge Event Report

Report > Events > Discharge Event Report

Lists all Members discharged within the specified time frame. Can be used to review discharge events for a specific Provider.
Missed Visits by Provider Reports > Events > Missed Visit By Provider Report > Events > Missed Visit By Provider Lists missed Visits scheduled within the selected dates for a specific Provider. Can be used to review missed Visits for a specific Member.
Member General Notes Reports > Events > Member General Notes Report > Events > Member General Notes List of all Notes generated by the Payer in the specified time frame. Includes Note status, content, and ID of user that created the note.
TT-OT Report Reports > Events > TT-OT Report Report > Events > TT-OT Report Lists travel/overtime requests for all Visits that fall within the specified time frame.
Report Name NPP Path Classic Path Definition

Conflict Report

Reports > Exception Reports > Conflict Report

Report > Exception Reports > Conflict Report

System audit to ensure that Caregivers are not scheduled for overlapping Visits for different Providers. Only returns results (Conflicts) when a specific Caregiver worked two overlapping Visits that have already been Billed.
Exception by Reason Reports > Exception Reports > Exception by Reason Report > Exception Reports > Exception by Reason Total number of exception calls and percent of all exceptions in the Visit date range listed for each exception reason. Grand total of exception calls and percent of exceptions relative to the number of shifts is also provided.
Exception Detail Report Reports > Exception Reports > Exception Detail Report Report > Exception Reports > Exception Detail Report Lists all call exceptions that fall within set parameters. Includes exception reason as well as any notes associated with the exception.
Exception Statistics Reports > Exception Reports > Exception Statistics Report > Exception Reports > Exception Statistics Lists statistical data on total call exceptions per day.
Exception Summary by Provider Reports > Exception Reports > Exception Summary by Provider Report > Exception Reports > Exception Summary by Provider Summary list detailing Exceptions encountered during the specified time period, filtered by Type of Service, Coordinator, and Team.
Overlapping Shifts Reports > Exception Reports > Overlapping Shifts Report > Exception Reports > Overlapping Shifts List of Visits where the Caregiver was scheduled with two different Members simultaneously.
Report Name NPP Path Classic Path Definition

Emergency Census

Reports > Members > Emergency Census

Report > Members > Emergency Census

List of Members with their emergency contact information, Transport Assistance Levels (TAL), mobility, and equipment needed to move the Members in an emergency.

Report Name NPP Path Classic Path Definition

Caregiver Compliance Alpine

Reports > Other Reports > Caregiver Compliance Alpine

Report > Other Reports > Caregiver Compliance Alpine

Caregiver compliance report for Alpine Caregivers. Lists Caregiver, whether or not they are compliant, and a reason for non-compliance, if any.
Census Summary (REVI) Reports > Other Reports > Census Summary (REVI) Report > Other Reports > Census Summary (REVI) Census by contract, run either by active schedule, master week, or next seven days.
HHA Hours Reports > Other Reports > HHA Hours Report > Other Reports > HHA Hours List of hours per Provider for HHAs. Can obtain hours with the Invoice Date or Visit Date filters.
Member General Notes (New) Reports > Other Reports > Member General Notes (New) Report > Other Reports > Member General Notes (New) Lists notes for a set of Members. Can filter by Provider, status, date, coordinator, or Member name.
Scheduled vs Actual Hours by Caregiver

Reports > Other Reports > Scheduled vs Actual Hours by Caregiver

Report > Other Reports > Scheduled vs Actual Hours by Caregiver

 Lists details for Visits within the specified time frame for which there is a discrepancy between scheduled versus actual hours worked.
Start of Service Audit Reports > Other Reports > Start of Service Audit Report > Other Reports > Start of Service Audit List of Members with a specified Service Start Date as well as the Provider name, admission ID, and Member name.
Report Name NPP Path Classic Path Definition

Caregiver Compliance

Reports > Provider Management > Caregiver Compliance

Report > Provider Management > Caregiver Compliance

Lists Caregiver Compliance status by Providers, along with the reason.

Census - Detail Reports > Provider Management > Census - Detail Report > Provider Management > Census - Detail Detailed view of the census for a particular Provider. Can view a detailed report of each visit. Each column can be sorted in one click. Search the report, and the result can be exported in a manageable format.
Census - Summary Reports > Provider Management > Census - Summary Report > Provider Management > Census - Summary Summary of the census for a particular Provider. Search by Provider, contract, or status. View a results summary.
Census By Date Report Reports > Provider Management > Census By Date Report Report > Provider Management > Census By Date Report Census of Providers based on the Visit date. Contains each Provider’s Member count, billed Visits, billed hours, and billed amount with a customizable date range filter.
Census Detail Report (Master Week) Reports > Provider Management > Census Detail Report (Master Week) Report > Provider Management > Census Detail Report (Master Week) Census that includes a detailed list of scheduling data such as total number of scheduled hours, billing cap, and Provider (Vendor) responsible for scheduling, based on scheduled Master Weeks.
Length of Stay Per Member Reports > Provider Management > Length of Stay Per Member Reports > Provider Management > Length of Stay Per Member Lists how long a Member has received service from a particular agency. Search by Member name, ID, admission ID, status, or Provider. Each column can be sorted with one click. Search the report, and the result can be exported in a manageable format.
Placement Report (Detail) (New) Reports > Provider Management > Placement Report (Detail) (New) Report > Provider Management > Placement Report (Detail) (New) List of placements detailing information such as the name of Member, their status, and their Service Start Date.
Placement Report (Summary) (New) Reports > Provider Management > Placement Report (Summary) (New) Report > Provider Management > Placement Report (Summary) (New) Summary list detailing the number of member placements offered, accepted, and denied by Providers within the specified time frame. Can also be run for a specific placement status.
Placements denied by Provider Reports > Provider Management > Placements denied by Provider Report > Provider Management > Placements denied by Provider List of placements the Provider has denied. Sort by a date range and Provider. Each column can be sorted with one click.
Revival – Census by Coordinator Reports > Provider Management > Revival - Census by Coordinator Report > Provider Management > Revival - Census by Coordinator Census by coordinator for Payers. Displays Coordinator, Member name, Admission ID, Provider Name, Start of Care Date, and Frequency.
Provider Rate Reports > Provider Management > Provider Rate Report > Provider Management > Provider Rate List of active Rates managed by the Payer for the specified time frame. Can be run to review individual Provider (referred to as Vendor in the Report) Rates.
Report Name NPP Path Classic Path Definition

Invoice List Detail

Reports > Sales > Invoice List Detail

Report > Sales > Invoice List Detail

Lists all Visits within either the specified Invoice dates or specified Visit dates. Member, schedule, and invoice information is displayed for each visit.

Report Name NPP Path Classic Path Definition

Call Audit Report (Vendor)

Reports > Time and Attendance > Call Audit Report (Vendor)

Report > Time and Attendance > Audit > Call Audit Report (Vendor)

Lists Audit status with respect to IVR calls made to a Member. Runs based on the Visit From/To Date.
IVR Log of Calls With Caller ID Reports > Time and Attendance > IVR Log of Calls With Caller ID Report > Time and Attendance > IVR Log of Calls With Caller ID Lists Interactive Voice Response (IVR) calls as well as the telephone number used. Also provides the Visit date, Member, and Caregiver.
IVR Statistics Summary by Provider Reports > Time and Attendance > IVR Statistics Summary by Provider Report > Time and Attendance > IVR Statistics Summary by Provider Lists summary IVR statistics per Provider, including percent of IVR compliance to date as well as for the last month. Also includes billed, unverified, and missed visit counts per Provider.
Payer EVV Exception / Compliance Report Reports > Time and Attendance > Payer EVV Exception/ Compliance Report Report > Time and Attendance > Payer EVV Exception/ Compliance Report Divided into two sections. First, an Exception report lists Providers and exceptions, one month at a time. Second, a Compliance report provides a year-to-date breakdown of all exceptions and their percentage.
Report Name NPP Path Classic Path Definition

Authorizations Due by Date

Reports > Visits > Authorizations Due by Date

Report > Visits > Scheduling > Authorizations Due by Date

Lists Member Authorization information. Can be used to find Members with temporary Authorizations, Members with no Authorizations, and Authorization due dates.
Authorizations Under Utilized Reports > Visits > Authorizations Under Utilized Report > Visits > Scheduling > Authorizations Under Utilized Lists Members where the number of scheduled units is less than the number of authorized units.
Manual Verified Visits Reports > Visits > Audit Lists Report > Visits > Audit > Audit Lists Visits with manual confirmation for either the Clock In or Clock Out. Along with Caregiver and Member information, provides the reason, note, user and timesheet status.
Schedule by Member (Detail) Reports > Visits > Schedule by Member (Detail) Report > Visits > Scheduling > Schedule by Member (Detail) Lists Member schedules for the next seven days. Also contains Caregiver information and the number of Visit hours scheduled per day.
Schedule by Member (Summary) Reports > Visits > Schedule by Member (Summary) Report > Visits > Scheduling > Schedule by Member (Summary) Lists Member schedules for the next seven days. Unlike the Detail report, does not provide Caregiver information.
Visit Report Reports > Visits > Visit Report Report > Visits > Visit > Visit Report Lists Visit data, including Member and Caregiver information, schedule and Visit time, missed Visits, billed Visits, Invoice numbers, billable hours/units, bill rate, and total billed amount.