PPS and IO: Report Center

This article applies to Valant IO and the Private Practice Suite

The Report Center is an area separate from System Reports that allows for various reports to extract practice data from the system. Some reports are similar to those found in the System Reports, with other unique reports to further analyze practice data. Users can access the Report Center by selecting Reports | Report Center from the Navigation Menu. If your practice does not have access to the report center please contact our Support Team to gain access.

 Below are a complete list of reports with a short description of the report. The Report Center is separated into five different categories: appointments, billing, clinical, custom, and documentation.  

Appointment Reports

Appointments: Shows all appointments and allows appointments to be grouped by Facility or Provider. The report shows start and end time, length, facility, patient name, phone number, zip code, CPT code, transaction code, copay, charge, and patient balance.
Biller Appointments: Appointments grouped by billing provider. There are different ways to sort including facility, and includes start and end time, billing comment, length, provider ID, Facility ID, patient, diagnoses, CPT code, Tx code, copay, and appointment charge. This report is popular with billers to review appointment details.
Date and Documentation ID: Shows a list of Documentation IDs along with billing information like Patient, Appointment Date, Transaction Code, Modifiers, Place of Service, Provider ID, length of appointment, fee, service units, and Units.
Provider Retention Report: The Provider Retention Report displays the client retention rate of individual providers. The report will display retention rates for Psychiatrists (90-day retention period) or for Therapists (30-day retention period). A graph displays the client count per appointment range.

Time Sheet Detail: Shows the length in minutes per each Transaction Code/ Service along with charge information and units.
Time Sheet Summary: High level version of the time sheet detail showing time in minutes of each service.

Billing Reports

Adjustment Per Payer Detail: List of all adjustments per payer of the transaction. Includes charges, units, and adjustment amounts per unit.
Adjustment Per Payer Summary: Summary view of adjustments per the payer of each transaction by service date and/or adjustment date.
Adjustments Detail: View of adjustments by adjustment date/and or service date range with details about the charge and adjustment.
Charge Payroll Detail: Detail list of charges by service date range; includes transaction code, units, and service units.
Charge Payroll Summary: Detail list of charges by service date range: includes transaction code, units, and service date range.
Charges Detail: Shows detailed charge information such as patient id, supervisee, facility ID and billing ID's.
Charges Summary: List of total charges, service units and service units by available groupings.
Insurance Authorizations: List all authorization details per grouping with additional patient details, including contact information, insurance id and expiration.
Patient Statement: List of charges, insurance payments, patient payments, all adjustments, and the insurance balance and patient balance.
Payments Detail: List of all payments made per grouping including supervisee, payment type and payment from (payer).
Payments Summary (Payment Type): List of payments by type and total per type for a given time period.
Prepayment Details: List of prepayments includes patient balance with additional details, including transaction code, facility, and provider.
Prepayment Summary: List of all patient prepayments and balance.
Productivity: Summary of monthly total charges, payments and adjustments with Account Receivable Balance. Similar to patient statement and Transaction Journal. This is different from the System Reports Version in that it includes the service units, non-insurance adjustments as well as it does not include the AR Days or the Collections %.
Revenue Per Facility Summary: Charges, units, service units and payments with payments per unit and service units.
Revenue Per Payer Detail: Detailed view of amount of payments per charges based on the payer of the charges.
Credit Card Detail Report: The Credit Card Detial Report lists clients who do not currently have a credit card on file.

Net AR Report with Fee Schedule: The Net Productivity Report displays a summary of monthly total charges, payments, adjustments, and fee schedule adjustments, along the total net A/R balance. 

Revenue Per Payer Summary: Summary view of payments and charges by payer.
Revenue Per Procedure Detail: Charges and payments per transaction code, procedure with payments per unit, and service units.
Revenue Per Procedure Summary: Charges and payments per transaction description with payments per unit and service unit.
Service Units: Total service units based on grouping with transaction code and CPT code.
Service Units Summary: Service unit totals for providers.
Weekly Service Units: Total service units per week by patient or provider.

Clinical Reports

Reminders: Transcript of reminder notes put in a patient's chart.

Outcome Measure Aging: Measure days elapsed from patient chart creation to first date the measure is administered. Monitor provider adherence to timely outcome measure administration. 

Outcome Measure Score reports: Outcome measure score reports display aggregate clinical outcome measure scores, grouped by facility or provider. Graphs display average scores by months of service and average number of visits per initial score severity range. Analyze client improvement rates over time. Quantify client progress.

  • GAD-7 Score Report
  • OASIS Score Report
  • PHQ-9 Score Report
  • PHQ-9 Individual Score Report
  • PSC Score Report
  • QIDS Score Report
  • YBOCS Score Report
  • Y-PSC Score Report

Outcome Measure Individual Score Reports: Outcome measure individual score reports display patient scores per outcome measure question over time. Analyze individual client improvement rates over time per outcome measure question. Quantify individual client progress.

  • PHQ-9 Individual Score Report
  • GAD-7 Individual Score Report

Treatment Plan Outstanding Signatures: Outstanding signatures by patient ID with outstanding provider.
Treatment Plan Review Dates: List of review dates per patient and treatment plan. Must have treatment plan active for this report to work. 


Adjustments Details with PTQ: Adjustments per transaction with total adjustment date, source, type. PTQ stands for Patient Time Quality.

Provider Caseload Report: The Provider Caseload Report displays the total number of clients assigned to a provider. For each client, the report displays total appointments, date of first appointment, the first appointment CPT code, date of last appointment, primary diagnosis and primary insurance.
 Adjusted Posted Details
: All adjustments with provider, supervisee and facility.
Adjustments Posted Summary: Lists total charges and adjustments posted.
Days Between First and Last Visits: Total time including weekends between the first visit and last visit.
Days between First and Second Visits: Number of days between patient intake and next visit.
Demographics Report: Show patient statistics and detailed demographic information.
ICD10 Diagnosis : List of diagnosis meeting ICD10 standard and ability to filter for clients who have not been assigned an ICD-10 diagnosis code.

ICD9 Diagnosis: List of diagnosis meeting the ICD9 standard.
ITB Charge Payroll Detail: Charges report showing detailed information and incident to billing.
ITB Charge Payroll Summary: Charge summary of transactions with incident to billing information.
ITB Provider Transaction Journal by Date of Service: Report showing all charges, payments and adjustments organized by transaction date with incident to billing information.
ITB Provider Transaction Journal by Posted Date: Report showing all charges, payments and adjustments organized by posted date with incident to billing information.
ITB Provider Transaction Journal by Transaction Date: Report showing all charges, payments and adjustments organized by transaction date with incident to billing information .
ITB Weekly Service Units Payroll: Total service units per week based on grouping and date range.
Last Patient Service: Last time a patient was seen with the amount of days it has been since that visit.
Outcome Measures Summary: Information about scored measures including number of patients who completed the measure, and average and total scores.
Payment Details with PTQ: Detailed payment report for patient and insurance payments.
Payments Posted Details: Additional payment details report for all payments posted.
Payments Posted Summary: Total charges and payments for the time range selected.
Payroll Detail - ITB: List of units/hours per grouping for incident to billing transactions.
Payroll Summary - ITB: Summary view of incident to billing transactions.
Provider Quality-SIGNAL Assessment- Returns a page per provider form used for an Aetna SIGNAL quality survey. (not be available to all customers)
Revenue Per Patient Type Detail: Total patient payments organized by Patient Type.
Revenue Per Patient Type Summary: Summary view of payments by patient type with charges.
Simplified Appointments: Shows appointments for a given period with simple details like facility, date, time, charge, copay, co-insurance, and payment notes.
Transaction Journal by Date of Service: Report showing all charges payments and adjustments organized by date of service.
Transaction Journal by Posted Date: Report showing all charges, payments and adjustments organized by posted date.
Transaction Journal by Transaction Date: Report showing all charges, payments and adjustments organized by transaction date.

Patient Notification Report: The Patient Notification Report displays all notifications set for each client, grouped by client and provider. The report also displays patient insurance and outstanding balance data. 

Uninitialed Documents: Shows list of documents that still need to be initialed to go into the patient chart. 


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