🔦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

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 spend 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 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!

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.

Fieldworker Reports

As an admin, you’ll have access to a range of reports. Based on your main line of business

Administration Reports

Here you’ll be able to access several reports that will be of use to your administration team, such as your payroll report to see pay-related data for all your employees in addition to debarment reports and the NJ consolidated debarment report, giving you a quick insight into whether or not any of your employees have been debarred.

Under “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:

Under “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.

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

1. Allow the current settings (or preferences) for a data grid to be saved for the current user.

2. 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.

3. When displaying a report using data grid, if there is an entry in this table, use the saved settings to display the report accordingly.