The Reports feature is designed to keep you informed about all client, appointment, and financial activity. Many of our reports can be generated for a specific date range, and are designed to give you an overview into your clients, and financial health.
Many reports, apart from being downloadable as a .CSV file, also have an accompanying dashboard view. Reporting Dashboards take aggregate data from your reports, and create a visual report. This allows you to gain insights into your work at a glance.
Overview of Ruh CareReporting
Reports download as a .CSV file, which can be downloaded to your local drive.
Easy to download and organize, Reports make it easy to:
Pull client information and track key activity
Analyze metrics
Run analyses on appointments (no-show rates, most common appointment types, etc)
And much more
Reports are not visible to clients. If your client would like to share a report / download of their metrics or other records, we would recommend having them Print a PDF snapshot of their metrics.
Standard Reports Available in Ruh Care
Below is a list of the reports available to all providers within Ruh Care.
Appointment Report
The Appointments report enables you to download details and records of appointments scheduled within the platform. Use this report to reconcile client appointments by provider, by location, and run analyses on appointment no-show rates, amongst other needs.
Payment Reports
Keep financial oversight of your activities with this collection of billing reports.
Insurance Billing Reports
Keep track of claim submissions, reimbursements, client paid/owed amounts, client insurance authorization details, and more.
Clients Reports
A collection of reports designed to give you insights into your client demographics, their activity within the platform, insurance details, and more. As a reminder, clients do not see these reports.
How to Download a Report
Click on the desired report and it will be downloaded to your documents area under "Generated Reports" This may take up to 30 minutes, depending on the volume of information being pulled. Some reports may display a "Report Dashboard" and you'll find the "Download Report" button located at the top right.
Data will appear in a .CSV file format for your review and analysis.
Depending on your web browser, clicking the report directly to open the file may display in a non-readable format. If this occurs for you, we suggest right clicking on the report within Ruh Care documents, and selecting "Download Linked File." This will automatically download a CSV formatted file to your local device. CSV files can be open in Numbers or Excel.
Quick Tips
Use Reports to track client activity and appointment history.
Explore Reporting Dashboards for a visual overview.
Download reports as .CSV files for quick access and organization.