🔦Insights & Reports
Access vital information to give you a pulse on how your agency is performing and identify areas for growth and improvement.
Last updated
Access vital information to give you a pulse on how your agency is performing and identify areas for growth and improvement.
Last updated
FieldWorker gives you access to vital metrics on how your agency is performing at your fingertips
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.
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.
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!
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.
As an admin, you’ll have access to a range of reports. Based on your main line of business
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.
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
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.
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.
For support coordination agencies, Fieldworker allows you to generate a debarment report, on demand.
