🔦Insights & Reports
Access vital information to give you a pulse on how your agency is performing and identify areas for growth and improvement.
FieldWorker gives you access to vital metrics on how your agency is performing at your fingertips. While your admin team has access to all reports, managers and other employees may also access some reports. The reports in the Fieldworker platform are grouped by the functionality that has been subscribed to by your agency.
Know Exactly How to Grow Your Agency
Access to revenue and budget information on a high-level and granular level.
Overview of your team's activity, including insights into how they're spending their time.
Track all projects and tasks, and progress throughout, making it simple to identify bottlenecks and obstacles.
See how changes to your operations impact your metrics – and access the insights you need to take your agency to new heights.
The Fieldworker reports can be produced as interactive reports or as distributable, pre-determined PDF reports.
View intuitive dashboards
From budget info to breakdowns on how your team is spending their time, FieldWorker gives you all the information you need to understand how your agency is operating in an easy-to-access and digestible format.
Identify blockers and obstacles
Are certain activities bottlenecks, meaning your team gets stuck and spends a long time trying to find solutions? Have you noticed a slowdown in the number of new cases? FieldWorker's overviews give you the answers instantly, meaning you can take action with confidence.
Boost efficiency and grow!
See how the actions you take influence your care delivery process as you optimize your operations. With on-demand insights, you'll know exactly how to take your agency forward and grow!
Fieldworker Dashboards
As an admin, you’ll have access to a range of dashboards. These dashboards cover your main areas of activity.
Demographics Dashboard
This dashboard contains several metrics defining the population that you serve
Total number of customers being served
Total number of customers served this month
Number of new customers added this month
Number of customers leaving this month
Customer distribution by age, gender, and severity tier
Change in customer population over the last 12 months
Active customer details
Operations Dashboard
This dashboard contains several metrics defining the activities that you provide
Number of active projects
Number of new projects added this month
Number of MTs completed this month
Number of projects expiring in the next three months
Distribution of customer contacts
Distribution of the status of MTs this month
Distribution of projects by project managers
MTs approved over the last 12 months
Active project details
HR Dashboard
This dashboard contains several metrics about your employees that you have
Total number of employees
New employees joined this month
Employee distribution by employee roles
Projects expiring in the next few months
Distribution of client load by project manager
Active employee data
Fieldworker Reports
As an admin, you will have access to all reports. Your agency must subscribe to the reporting and additional specific modules to view these reports. Non-admin users on the Fieldworker platform can access select reports that only include customers they directly or indirectly manage.
Fieldworker reports are grouped as follows.
Company Reports
You can generate payroll reports and other compliance reports in this section. This is usually available to all agencies.
The payroll report allows you to generate sufficient data to supply to your payroll system to run your payroll.
Time Management Reports
If your agency subscribes to time management, this report allows you to capture all time entries in any given time period.
EVV Reports
If your agency follows EVV for verifying visits, the following reports show all information above tasks that were verified by electronic verification.
"EVV Report" shows all tasks verified using EV.
"EVV Invoice" financial details, as submitted to EVV gatekeeper of the state.
Support Coordination Reports
“MT Completion Detail Report” gives you an overview of all the current MTs and their statuses across your teams.
“Management Review Report” contains all of the follow-up items for your clients:
"MT Summary Report" contains a summary of all your customers and lists their contacts used for MT every month.
"Visit Report" shows the types of all future visits as per the accepted DDD practices.
"Late MT Report" displays all clients whose MT for the month has not yet been submitted.
Administration Reports
Here you’ll be able to access several reports that will be of use to your administration team, such as your clients, plans, and tasks performed.
“Client Termination Report”, you’ll be able to see details for all of your clients.
“Client Status Report”, you’ll be able to see details for any of your clients’ plans expiring in the current or next month.
“Plan Renewal Report”, you’ll be able to see details for any of your clients’ plans expiring in the current or next month.
“MT Completion Report” gives you an overview of all the current MTs and their statuses across your teams. “Management Review Report” contains all of the follow-up items for your clients:
“Active Customer Report”, you’ll see all active customers currently assigned to support coordinators in your team. Finally, under “Tasks Report”, you’ll see an overview of all tasks created and in progress for your assigned employees and clients:
As a manager, you’ll be able to see details for any of your client’s data.
Task report
The task report can be run for any specific time period .. and it generates a list of all tasks (billable timesheet entries) performed by your team. The report can be extracted and may also be used as input to your payroll system as well.
The report provides the following data items.
ID: custom generated
Task ID: tas_id from task table
Task Date: empLocdate from empLocate table
Employee ID: emp_id from employee table
Employee Last Name: emp_last_name from employee table
Employee First Name: emp_first_name from employee table
Employee Local ID: emp_local_id from employee table
Customer ID: cus_id from customer table
Customer Last Name: cus_name from customer table
Customer First Name: cus_name from customer table
Customer Local ID: cus_local_id from customer table
Task Type: tas_type from task table
Task Duration (Hrs): the difference between empLocdate and checkoutEmpDate from empLocate table
Rate: compensation_rate from employee table
Guardianship Invoices
For guardianship agencies, an invoice can be generated based on the various tasks and associated notes. This invoice may be accessed using the Reports page.
Billing Reports
Under "Billing", you’ll be able to access reports for your organization’s invoices, billing transactions, claim balances, outstanding balances (for any claims you have yet to bill for), and claim collections.
"Claim Balance Report" shows you a summary of the claim balance over different periods.
"Claim Collection Report" shows all claims in a given period and their status.
"Billing Outstanding Balance Report" displays details of all the claims that are still pending.
"Billing Transaction Report" lists all transactions in a given time period.
Compliance Reports
For support coordination agencies, Fieldworker allows you to generate a debarment report, on demand.
Customizing your Reports view
Across each table in your reports, you have access to a couple of different settings across the top of each:
Columns let you hide or show different columns to give you a way to view the most relevant information. When you specific a column to view, this setting will carry through into the other tables you view.
Filters give you a quick way to filter through your data and find exactly what you’re looking for without needing to scroll.
Density changes the look of the columns by altering the width, allowing you to display more or less information without needing to scroll depending on your preferences.
Export lets you either export the report you’re currently on to a spreadsheet as a CSV file, or to PDF, ready to print.
Finally, Save View lets you save your current view preferences so that your reports will be loaded with the same preferences automatically set next time you come to look at your Reports.
Implementation Details
Reports section
Billing
Invoice Report 1
Billing Transaction Report 1
Claim Balance Report 1
Billing Outstanding Balance Report 1
Claim Collection Report 1
Administration
Payroll Report 1
Debarment Report 1
NJ Consolidated Debarment Report 1
Plan Renewal Report 2
MT Completion Detail Report 2
Management Review Report 2
Active Customer Report 2
Tasks Report 2
EVV
Reports 2
Invoice 2
Timesheets
Time Management 2
Case Manager
Invoice 1
Reports - All reports in Fieldworker are either presented as a data grid or generated using a third party renderer. All reports in Fieldworker have an entry in the fwreports table.
Data grid reports will be of type 2. The report_id from this table .. for the reports of type 2 .. to be used for saving user preferences in the new fwdatagrid table.
[datagrid_id] INT NOT NULL PRIMARY KEY,
report_id int FOREIGN KEY REFERENCES fwreports(report_id) not null,
[settings] [varchar](MAX) NOT NULL,
[user_id] [int] FOREIGN KEY REFERENCES employee(emp_id) NULL,
[added_by] [varchar](50) NULL,
[added_on] [datetime] NULL
Allow the current settings (or preferences) for a data grid to be saved for the current user.
Current settings should be preserved in the fwdatagrid table, for the report_id, and emp_id. If there is an existing entry for this user and report, just update the settings by replacing the existing value with the new value.
When displaying a report using data grid, if there is an entry in this table, use the saved settings to display the report accordingly.
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