Reports Spotlight: Total Billable Units

There are several reports in caseTRACK designed to help a manager quickly review the productivity of their workers. The "Total Billable Services by Worker" and "Total Billable Services by Funding Source" are two of these reports.

Report Descriptions

The "Total Billable Services by Worker" report allows managers to view a summary of the billable services recorded by workers based on a specific division and date range. The report is grouped by Supervisor and Service Code and the total billable units are summarized.

The "Total Billable Services by Funding Source" report also allows managers to view a summary of the billable services recorded by the workers based on a specific division and date range. The report is grouped by Location and Service Code and the total billable units are summarized.

In order to view these reports you must be in one of these caseTRACK roles:

• Compliance
• Executive Director
• Program Director

The reports an be found by clicking on Reports > Productivity and then click on the respective report.

Report Use

If weekly or monthly targets have been established for your workers, these reports can serve as a quick reference to see if your workers are hitting those billing targets for those specified time frames.

While it is not an exact science as some workers may have been sick or on vacation these reports can show you at a glance the productivity of your workers.