Used to do a final check of all appointments with a certain payer in a certain period.  It will show you which appointments are still incomplete or missing info before billing. User can also use the data from this report to bill manually in the payer portal.

User can see a trend on staff and client cancellations over a period of time. This can be used to see repeat or common staff or client cancellations.  

User can estimate how much copay is expected.  Some customers also use this report to track “co-pays” if they are not using the AR Manager. 

User can check to see if all information on session note forms that a staff has entered is correct.  

Includes appointment information (e.g., ,staff member, modifiers, payer, authorization number, etc.). Most users export to excel and create pivot tables to gain specific insights.

Useful to maximizing authorization utilization. Includes total authorized hours as well as scheduled, completed and cancelled hours. 

Run this on a monthly basis to ensure staff are meeting their supervision requirement for Board Certified Autism Technicians. This report includes appointment info. 

 Run this on a monthly basis to ensure staff are meeting their supervision requirement for Board Certified Autism Technicians. This is a summary and will not include detailed appointment info. 

This report generates a document in the correct format to send to this payer to eliminate manual submissions.

Users can also use this report to track balances and information on payments. Generates billing information based on the individual chargeline.

 Shows Client balance based on billed date for 30, 60, 90, or 120 days. 

User can view all services authorized for every client within their organization.

At a quick glance, user can determine which information is uploaded into all client cabinets and determine if any files are missing.

 User can generate to see all responsible parties, or who has access to AlohaABA (Client Portal) without having to go to each client's profile.  

User can generate this report as a quick guide when checking client insurances are still active. 

At a quick glance, user can see all information for all clients without having to click into individual profiles. Includes custom field information.

 User can review client or staff caseload.  Can be used for auditing to see which staff has access to which clients. 

 User can run this report monthly to see which authorizations are expiring to prevent a lapse in services.

User can generate this report to quickly check if a client’s medical release signature information is missing. This information is generated from the client’s authorization.  Some Payer requires a new form annually while other only require one at the start of services.

User may receive requests from school districts for this information.  

User can generate a list of only their appointments; typically given to RBTs or direct service staff. 

Used to ensure staff meet the maintenance requirements of their Board Certified Autism Technician (BCAT) certification issued by National Commission for Certified Agencies (NCCA). 

Used to see how many appointments or how many hours was provided for user’s clients. 

Used to ensure staff meet the maintenance requirements of their Registered Behavior Technician (RBT) certification issued by Behavior Analyst Certification Board (BACB). 

Used to see which payer may need follow up on older claims. We recommend to try to keep everything within the current or 31-60 day bucket.  Anything over 60 days should be followed up as soon as possible. 

Used to audit rates and show what services you are contracted for with each payer at a quick glance.

Used to compare with bank statements to ensure all payments are posted and/or received. 

Run payroll report for staff immediately without going thru payroll wizard.  This is used for staff who have left the company in the middle of a payroll period.  Some states require employers to pay staff who are leaving out immediately. 

 Export data into excel, then upload this file for these specific payroll processors.  This is a huge time saver if you have more than 30 staff. 

Used to generate payroll data for your payroll processor. 

The BACB requires to keep a copy for seven years in case of an audit.  We recommend to save a copy annually for staff record. 

This can be used for sum of hours per service per clients or analyze the services delivered to specific clients in a specific date range.  

 Used to verify for staff payroll time vs scheduled time.  There is also a Sync in Setting > System Settings  to ensure these are always synced. 

Used to audit staff appointment information. Filter to find missing earning codes or cancellations.  Can also be used to determine of hours or number of appointments per client via pivot table. 

At a glance, user can see all files or posts attached all staff.

Used to audit staff rates or to see what earning code is missing or assigned to each staff. 

Used to audit incomplete staff appointments before running billing or payroll. 

Used to audit or view all staff information at once. 

Can be used to determine which staff members are meeting billable goals or completing the most hours. 

Can be used to enter into payroll processor or see how many PTO hours used for any given period.  Aloha cannot track accrual, just what has been used.

User can sort by expiration date to see all expiring or expired qualifications.  Helps determine if qualifications are up for renewal for all staff members.

Used to see who submitted their timesheet to ensure all past appointments were completed or cancelled.  

User can see if the staff have “MET” the BACB Supervision tracking requirements per month for multiple staff in an excel friendly document.