Report Overview

The Analytics engine is a powerful tool that is highly customizable. It pulls data that you need to make better business decisions. If you don't have access to Analytics, contact your Agency's Admin.

To access Redash the Analytics tool, click the Graph icon along the top. Be sure that you have allowed for redirects with your Google Chrome browser as the tool opens in a new tab or page.

Some data points are refreshed daily.

Information can be gathered from the Dashboard, the Current Client, the Employees list, or Analytics. Agency Admins and Billers have access to Analytics, this is our Redash reporting tool.

Some are pivot tables that allows for customization as you go. You can use the filters and drag and drop a field to the row or column areas. Instantly the table changes and displays the data. The tables go back to default views every time you log out.

On the Dashboard locate and hover over the widget titled, Client Count by Payor.

  • Transaction by Type Prod - is used for general ledger/accounting information for CFOs.

  • Aging by Serviceline Prod – is used for identifying how old claims are and helps to track unpaid claims.

  • Employee payroll Data Pivot Table – By the date of service. Pay periods do not exist in Pavillio. They define their service date range that they want to look at data for.

  • Claim Data Pivot Table - Dates that services were provided.

  • Billed Claims by Prepared Date – Similar to the submission report from Legacy. How many dollars that have been billed by date or range.

In Analytics there is Pavillio Standard Accounting Dashboard for your accounting team powered by Redash. The following reports are specific for reconciling, balancing, and managing your AR.

  • Financial Reports For Month End Close – GL – These reports provide date totals past or future

    • GL Cash Receipts – a great report to reconcile with bank statement

    • GL Revenue By Post Date – an accurate look at revenues generated

  • Financial Reports For Month End Close – AR – These reports provide date totals past or future

    • AR AuditClaimsDetail – Audit approved reporting

    • AR Totals by Age – Snapshot of AR Balances

    • AR by Service Line by Post Date – Service line breakdown

    • AR by ClientSvcLine by Post Date – A detailed look by Client & Service

  • Operational Reports for Claim Management – These reports provide details as of now

    • Billed Service Aging – Summary report of all Billed Services

    • Billed Service Aging Details – Detail behind summary

    • Unbilled Services Aging – Summary report of all Unbilled Services

    • Unbilled Services Aging Detail – Detail Behind Summary

    • Client Unpaid Balance – Spenddown accounts

  • Billing related

    • Billing by Prepared date Pivot table

    • Billed Claims by Payor chart

    • Unbilled Summary - unbilled services

    • Unbilled Cumulative - detail unbilled services by client

    • Summary Claims Data by Service line and date - service line and payor level information billed/paid/denied)

    • Failed claims details

    • Claims data pivot table – powerful analysis tool

    • Claims paid by paid date

    • Denied/Rejected claims by payor

    • Claims Overpayment

  • Financial analysis

    • AR aging claims report - by prepared date

    • AR aging claims detail

    • GL Summary – Revenue vs Cash

  • Client/Service Data

    • Review services by client, employee or Payor - Pivot table

    • Active service agreements

    • Eligibility – eligibility differences report

    • Active SA and unit utilization report

    • Client/External Case manager

    • SA utilization by service line

    • Override turned on

  • Employee/Payroll

    • Employee last day worked

    • Client Responsible Party association

  • EVV

    • Client/Caregiver by service and data through EVV app or web