Navigating Through The Reports Tab
Monthly Billing Report
The Monthly Billing Report in ChronicCareIQ is a comprehensive tool designed to streamline billing claims by providing detailed insights into patient activity, billing codes, and provider performance.
Provides total patient counts per billing category (CCM, RPM, BHI, etc.) and triggers for each billing code.
Organized into buckets for each code, displaying applicable billable patients.
Headers include patient and billing details: name, diagnosis, DOB, EMR ID, CPT code, billing date, provider, and NPI number.
Filters in the Monthly Billing Report:
Billing Type: RPM, CCM, Care Plan, TCM, BHI, CPM, APCM, etc.
Month
Monitoring Filter: Billable, unclaimed, or all patients.
Care Plan Filtering: Include or exclude
Provider Filtering: Monitoring or supervising providers.
Additional View Options:
Deactivation details.
Shows whether patients have been deactivated, and if so, the deactivation reason and timestamp.
Exclude deceased patients.
Filters out any patients that have passed away if a deceased date has been entered
Showcase manager or payer information.
Displays the patient’s Case Manager
Show payor information
Summary by Code Report
The Summary by Code report displays the same information as the Summary report but instead of the billing codes as buckets, the codes and quantity for each are displayed within the rows for each patient:
Billable Patient Counts & Code Counts summaries are also at the top of the report
Headers: Last name, First Name, Middle, Diagnosis Monitored, DOB, EMR Pat ID, Status, Duration, CPT Code, Billing Date, Date Met, Monitoring Provider, NPI Number
The same filters as the Summary Report may be applied to the Summary by Code report
Detail
The Detail report is an audit log of billable time, organized by patient. It shows when the time was logged, which patient it relates to, and the clinical user or provider responsible. Due to its potentially large size, exporting it as a CSV file is recommended.
Headers: Patient, Date of Birth, EMR ID, Staff, Type (type of billable activity), When, Duration, Monitoring Provider
Billing Settings
The Billing Settings Report will display any active billing settings – These settings are customizable at the account level (requires a support ticket), the patient level, and the monthly level.
Headers: Patient, DOB, EMR ID, Location, ID, Description
The Location column will display whether the billing setting is applied at the account level, patient level, or for the specific billing period/month.
Monthly
The Monthly report will display a line graph for projected billable amounts (Y=Dollars($) X=Months) from go-live to the present day. The same information is displayed in tabular format as well.
Headers: Month, Active Patients, Billable Patients, Percentage Billable, Projected Billing Amount
Monthly By Code
The Monthly By Code report will show the billed volume for each CPT code by month from go-live to the present day.
Headers: Month, Total, 99496 99495 99091 99458 99457 99454 99453 99494 99493 99492 99484 G3002 G3003 99491 99437 G2058 99439 99489 99487 99490 G0506 99424 G2064 99425 99426 G2065 99427 G0511
By Staff
The Billing by Staff report will display a bar graph with Billable Amount($) and patient volume by staff for the month selected when generating the report.
This report displays only billable amounts of time and the assigned primary case manager. Time spent that was not billable will not be included.
Headers: Case Manager Name, Number of Active patients, Billable patients, Percentage Billable, Projected Billing Amount, Logged In Time
For more information please refer to here: Monthly Billing Report
Call Record (CallerIQ Only)
Manage All Calls and Call Exceptions
The Call Record reporting menu displays two links at the top of the screen – Manage All Calls and Call Exceptions.
Manage All Calls: The Manage All Calls link is a shortcut that will automatically pull a Call Detail Report of last week’s calls and allow you to take action on any unmatched or multiple match calls.
Call Exceptions: The Call Exceptions list will allow for specific rules to include/exclude phone numbers. By default, 800 numbers will be excluded. You may add specific 800 numbers to this list to allow them.
Patient Summary
The Call Record Patient Summary will display a list of all calls with each patient and the total duration for the month selected.
The Patient Summary report will allow for filtering to unmatched calls or filtering by patient status:
All, Active, Unclaimed, Deactivated
Headers: Phone Number, Number of Calls, Duration, Patient Last Name, Patient First Name, Patient Middle Name, DOB, Patient ID, Status
Staff User Summary
The Staff User Summary report will show a list of all staff numbers and extensions, as well as the total number of calls and total duration.
Filters: Staff Extensions, Unknown Extensions, or All Extensions.
Call Detail Report
The Call Detail report will show information about all calls including source phone number, destination phone number, the date the call was made, the duration of the call, the patient the call was matched to, the staff name for the number/extension, as well as patient name, date of birth, and ID.
Headers: Phone number(source), Destination, Call Date, Duration, Match, Staff, Patient, DOB, Patient ID
Filters:
By staff member
By call type
Calls with any issue
Ignored
Ignored by user
Multiple Matches
Unmatched
Unrecognized Staff
Clerical
New
Processed
Month
Patient Filtering
All Records
Unmatched
Unrecognized calls that can’t be matched to a staff member
Patient Matched Calls
All Patients
Active Patients
Unclaimed Patients
Deactivated Patients
For more information please refer to here: Call Record (CallerIQ Only)
Patient Issue Reports
The Patient Issue reports help identify patients with missing or incomplete fields. Run the All Issues report to see everything at once, or select a report for a specific issue.
Missing Care Plan
Identify patients with missing care plans
Bad Email
Identify missing or undeliverable email addresses associated with patients.
Missing Diagnosis
Reports instances where essential diagnosis codes are absent from patient charts.
Locked Account
Identify cases where patient accounts are locked, hindering access to information.
No Login
Tracks when technology patients have never logged in and records any attempted logins.
Non-Responsive
Tracks last expected answer vs. last patient answer and how many monitoring periods the patient has skipped
Non-Billable
Tracks any non-billable patients
Consent Issues
Highlight issues related to missing or declined consent from patients.
Staff Activity
The Care Plan report will include relevant information related to patient care plans in ChronicCareIQ including:
Patient Information
Includes patient name, date of birth, and patient ID for identification purposes.
Care Plan Dates
Records the care plan date, upload date/time, and patient viewed date/time for tracking.
Staff Involvement
Documents the staff user responsible for building and uploading the care plan.
Provider and Case Manager Details
Specifies the patient’s monitoring provider and the assigned case manager.
Patient Enrollment
Time Period: This column specifies the duration or intervals for which the data is being reported.(e.g., weekly, monthly, quarterly). This report can be run for a custom range of months and may be grouped weekly, bi-weekly, monthly, quarterly, bi-quarterly, yearly, and daily.
Enrollments: Represents the total number of patients enrolled within the specified time frame.
Enrollments via Campaign: Specifies the number of patients enrolled specifically through campaigns.
Deactivations: Indicates the total number of patients who were deactivated or removed from the system during the reporting period.
Deactivations via System: Represents the number of patients deactivated due to system-related actions or settings.
Active Patients: This column shows the total count of patients who are currently active within the system.
Patient Enrollment by Staff
The Patient Enrollment by Staff report will show a summary of your staff and how many enrollments they were responsible for in the selected period in both line graph and tabular formats
Patient Enrollment by Provider
Similar to the Patient Enrollment by Staff Report, Patient Enrollments by Provider will show provider enrollments for the selected period of time in the same format.
Staff Utilization
The Staff Utilization report tracks total logins and time spent in the software, including chart time, dashboard time, offline time, total time, comments, and new patient volume.
Dashboard Time: Time spent viewing the patient list on the dashboard, capped at 10 seconds per patient per hour and 30 seconds per day.
Offline Time: Billable time from CallerIQ phone integration or offline comment entries.
Staff Comments
The Staff Comments report shows all chart comments within a selected date range. It can be filtered by record type (comment or phone call) and billable activity (All, Billable, CCM, TCM, G Codes).
The report includes patient details, billing codes, timestamps, durations, note text, and staff information.
Monitoring Time
The Monitoring Time report tracks the total time spent in the software for the entire practice. It summarizes offline hours, online hours, and total time for the selected date range, which can be grouped by day, week, month, quarter, or year.
Staff Logins
The Staff Logins report is a basic report to track the total number of staff logins. It can be run for a range of months and may be grouped weekly, biweekly, monthly, quarterly, bi-yearly, yearly, or daily.
Staff Login Time
The Staff Login Time report is a good breakdown of the total logged-in time per staff member. It will also provide what percent of that total time was spent on patient charts.
Headers: Staff Name, Month, # of Logins, Logged in time, Chart time, Chart Percentage (Chart time divided by Logged in Time)
Can be run for today/last 7 days/last 30 days/this week/this month/last week/last month/Custom date range/All dates
May be grouped by: weekly, biweekly, monthly, quarterly, bi-yearly, yearly, & daily
Audit by Staff Details
The Audit by Staff Details report provides a full audit for a single user, defaulting to the user running it. To audit another staff member, check the “Select other staff members” box in the filters.
The report includes activity date, time, type, description, patient (if applicable), and duration. It can be run for preset periods like today, last 7 or 30 days, this week, this month, last week, last month, a custom range, or all dates.
Audit by Staff Patient Summary
The Audit by Staff Patient Summary shows the time a staff member has spent on each patient. It defaults to the user running the report, but you can select another staff member by checking the “Select other staff member” box in the filters.
For more information please refer to here: Staff Activity
Patient Information
Patient Detail
The Patient Detail Report will include important demographics and monitoring information for active patients. This report can be run in Concise or Expanded formats.
The concise format of the report is designed for easy reading when browsing online
The expanded format will generate all of the fields in columns for the easy exporting of information. You may also choose to de-select certain fields
The full list of column headers available to select:
Patient Name, Date of Birth, Race, Ethnicity, Gender, Patient ID, Monitoring Start date, Protocol, Status, Last Status Update, Workflow, Score, Score Delta(DAY), Score Delta(WEEK), Timer, Days Remaining (if monitoring is not perpetual), Care Plan, Care Plan Date, Contact, Billing Type, Email Address, Primary Phone, Home Phone, Mobile Phone, Secondary, Work phone, Last Phone Call, Call Preference, Zip Code, Primary Payer, Secondary Payer, Case Manager, Monitoring Provider, Schedule, Reminder Type, Consent Status
Patient Deactivations
The Patient Deactivations report will show all deactivated patients within the select time frame, the date they completed the program or were otherwise deactivated, and the reasons why
Answer Detail (Combined)
The Answer Detail Report exports all patient responses for a selected time frame and can be integrated with your EHR. The integration sends all answers for monitored patients from the previous calendar day, excluding survey responses. It can be filtered to show device measurements only or all answers.
Answer Detail (Expanded)
Similar to the Answer Detail (Combined) Report, the expanded format is an export of every patient response for the selected time frame but it displays each question as a row instead of a column.
Headers: Last Name, First name, DOB, Pat ID, Protocol, Timestamp, Answer Numeric, Answer Formatted, Flagged, Question ID, Question Name, Measurement Type, Device, Entered By, Score, Alert
Patient Monitoring
The Patient Monitoring Report summarizes all monitored vital signs (e.g., blood pressure, blood sugar, weight, etc.) during the selected time frame. It also includes details like the monitoring start and end dates, completed reasons (if applicable), and the number of completed and skipped monitoring periods.
Time Quantification
The Time Quantification Report breaks down all billable time for patients in the selected month. It shows the total billable time and which actions contributed, including offline time from comments, phone time from the CallerIQ integration, dashboard review time, and chart time.
Patient Schedule
The Patient Schedule report gives an overview of all active patients for the selected month, including their protocol, contact type (Phone or Technology), schedule (e.g., Daily, Biweekly Monday), and their 4 latest monitoring periods (most recent and next 3 scheduled).
Clinical Comment
The Clinical Comment report will pull all comments posted to patient charts in the selected time frame. You can also filter patient messages received.
Patient Enrollment
The Patient Enrollment report will show all newly activated patients within the selected time frame, the date they were enrolled, who enrolled them, and their consent status and date.
Monitoring Alerts
The Monitoring Alert Report shows historical data on patient warnings and alerts based on vital readings. It helps track trends in your patient population and assess your chronic care management program’s effectiveness. The report can be filtered by Phone or Technology patients and specific measurement types.
For more information please refer to here: Patient Information
Campaign Reports
Campaign reports provide insights into the outcomes and effectiveness of enrollment and announcement initiatives. They display key metrics and performance indicators to help you assess success and improve patient engagement and enrollment strategies.
Campaign Summary Report
The Campaign Summary Report shows the effectiveness of each campaign based on patient engagement metrics. It includes totals for patients added, emails sent and delivered, emails opened, patients who started enrollment, those interested in more information, and those who unsubscribed.
Campaign Detail Report
This report will further display these totals for emails and SMS text messages separately
Patient Interest
During the enrollment campaign, patients can mark themselves as “interested” without completing enrollment. This prompts a clinical user to call the patient and discuss the program. Patients marked as interested will appear on the report. After the follow-up call, you can mark them as “Not Interested” if they choose not to proceed.
Patient Enrollment
This is a basic report to show you all patients enrolled during the selected time frame
For more information please refer to here: Campaign Reports
Account Summary
The Account Summary Report provides key metrics for your care management program, including billing, patient information, and staff utilization, in both graph and table formats. You can choose to include data from this month; if not selected, billing summaries will only show data up to the end of the previous month.
Total Projected Billing
The first set of information the Account Summary report displays is Total Projected Billing in a double bar line graph by month. It displays total billable patients over total active patients and a line for projected billing amount trends.
Patient Billing Counts
The next thing you will see is the billable patients for the most recent month broken down by billing type
Clinical Staff Program Utilization
The next section breaks down total logins and time spent in the software, including Offline Time (from comments), Dashboard Time, and Chart Time.
New Patient Enrollments
The New Patient Enrollments section shows all new patients enrolled each month. The tabular format provides details on enrollments by campaign, deactivations, automatic deactivations, and the total number of active patients.
Provider Monitoring
Provider monitoring graph displays active patients per provider, and the tabular format will also include the percentage of the total for each provider
CallerIQ Matched Call Time
If your account has a CallerIQ phone integration, the Account Summary report will include summaries for it. The matched call time summary shows the total processed call time, including time for both active and unclaimed patients.
Patient Issue Summary
The patient issue summary will show the current types of patient issues and how many of each are occurring
For more information please refer to here: Account Summary
Device Report Page
The Device List Report is your central hub for managing all devices in the system. It provides an overview of device information, assignment status, recent measurements, and lets you assign unassigned devices to patients. It’s an essential tool for efficient device management.
Device List Report
The Device List shows all devices in the system, both assigned and unassigned. Devices ordered through a vendor integration are added as unassigned upon shipping. The report can be sorted by device status.
Unassigned devices won’t have a patient name listed. You can assign them directly from this report by selecting “Assign to Patient.” Devices removed from a patient’s chart will no longer appear until reassigned or uploaded via CSV.
Measurement Summary Report
ChronicCareIQ now offers a report summarizing current device activity based on RPM code 99454. This report helps identify patients who may need a reminder to use their devices daily.
It shows the start date of the most recent device, the last date of service for code 99454, and the number of measurements the patient has toward the 16-day requirement for the next 99454 code.
RPM Education Report
The RPM Education Acknowledgement Report shows patients who qualify for the one-time 99453 RPM education code. This code can only be billed once per patient. Education acknowledgment is triggered either when a technology patient confirms RPM education in their portal and has 16 days of readings, or when staff manually marks education as complete in the patient chart.
The report tells staff which patients are missing RPM education acknowledgment, which doesn’t have the 16 required measurements, and if the 99453 code has ever been applied.
Device Related Buttons
The Upload List of Devices allows you to upload .CSV files of device IMEI numbers if your account doesn’t order devices through ChronicCareIQ. The .CSV file will add new devices to the system without duplicating existing ones.
It is recommended client upload a CSV file of IMEI numbers in the following cases:
Bulk orders done outside the ChronicCareIQ system (ie, directly through the RPM device company such as Smart Meter or Tenovi)
Devices that are to be used for the Universal Rounding Device
All Body Trace Devices
All Live Care Devices
All MioConnect Devices
The SmartMeter Edit Address button is used to set or edit the client’s delivery address for SmartMeter orders shipped directly to them. This address can also be updated on the “Device Invoices” page.
For more information please refer to here: Device Report Page