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INDEX

1. Introduction to Reports
2. Reports Panel
3. Search
4. Open a Report
5. Report Types
6. “Favorite” Panel
7. “Recent” Panel
8. “Insight” Panel
9. Financial Reports
10. Census Reports
11. Utilization Reports
12. Clinical Reports
13. Miscellaneous Reports

A. Introduction to Reports

Various reports are available in Hummingbird. Click the REPORTS icon in the module menu to access reports.

B. Report Panels

There are several report panels. Above, see the FINANCIAL, CENSUS, UTILIZATION and MISCELLANEOUS panels. There may be additional panels in the REPORTS module trough (see below in blue). Drag and drop a panel to the dashboard. To remove from the dashboard, click the X in the top right corner of the panel. 

C. Search

Search for a report by typing the report name or portion of the name in the search bar at the top of the dashboard.

D. Open a Report

To open a report, click on the report name. The right-hand drawer will open. Most reports have criteria to allow options. These options are different depending on the report and may include date range, office, team, role, program, etc.

If outlined in red, the criterion is required. Once all required criteria are answered, click the RENDER REPORT or the DOWNLOAD button.

• Render Report: Opens the report on the screen. Once open, there is a “download” option. Click in the “Export As” field to see all formats available. CSV is best for spread-sheet-type reports.

• Download button: Downloads the report automatically. Before clicking choose a format (above default is CSV. Click CSV to see other options available).

E. Report Types

There are many “Summary” and “Detail” reports on the REPORT menu. Summary Reports are numbers only. Detail reports are broken down to patient (or employee) name.

Note that, to save space on the Report Menu, some lists may be collapsed. Click the blue triangle to expand.

Reports tagged with asterisks (**) are updated each night.  In the screenshot example below, running the “Referrals by Referral Source” report will not show today’s new referrals, but it will show yesterday’s referrals. However, the “Current Census” (no asterisks)  will be updated with today’s new admissions.

Reports with $$ in name include financial information and are found on the Financial Float. The Financial Float is available only to staff with a role within the “Financial” role group.

F. “Favorite” Panel

The Favorite Panel will hold a user’s favorite reports.  Simply click the “star” to the right of the name of your favorite reports. They will list on the “Favorites” panel. Favorites are “user-specific”, i.e. each user can set up their own favorite list.

G. “Recent” Panel

The “Recent” panel will list the last 20 reports opened by current user.

H. “Insight” Panel

See separate tip sheet “Insight Widget”.

I. Financial Reports

Financial Reports are visible/accessible to only those with roles within the “Finance” role group.

(Below is listed a sampling of financial reports. There are many more available.)

1. AR Aging Report

Various criteria will list. Select “group by’ choice, select month (if current month is December and you last billed in December for November DOS, choosing December will show November claims in column “current”), based on “posted date” or “DOS”, Site/Office, and program.

2. AR Aging Claim Report

This report breaks the aging down by claim detail (similar to the AR Aging Report).

3. Credit Claim Balance Report

Provides a list of accounts with an over-payment (i.e. a credit balance)

4. Month End AR Reconciliation Report

Provides information for each patient with a starting balance, revenue entered, payments received, and ending balance for a time period.

5. Monthly Revenue Report

Provides a summary of all revenue received for a time period broken down by revenue code and payer type.

6. Payments and Adjustments Report

A detailed listing of all payments received and adjustments entered for a time period.

7. Room and Board Days Report

Provides a list of total nursing home days, billable or not. If billable, report includes amount billed and patient portion.

J. Census Reports

(Below is listed a sampling of census reports. There are many more available.)

1. Upcoming F2F and Certifications Report

Resource to assist in keeping track of patients coming due for re-certifications and/or F2F visits. Enter how far in advance you want to see expiring elections (i.e. 15d, 30d). Report will include re-certifications that are late or due up to, and including, the number of days in the “warning period”.

2. Patient Days by LOC Report

List of patients admitted, discharged or served and all levels of care, locations of care and number of days in each for the time period.

Tip: Run the ‘Patients Served” report for today (beginning date and end date set to today) to see a listing of active patients.

3. Referrals by Referral Source Report

List of referrals by date range. Enter a specific referral type or leave field blank for all. Report includes information on status of the referral (i.e. admitted, if so when; rejected, if so why, etc.).

4. Current Census

List of admitted but not discharged patients.

5. Comprehensive Summary Report

Great summary report showing all important data point for Hospice (such as number of referrals, admissions, deaths, discharges, patient days, etc.). If run for multiple months, each month is listed side-by-side for comparison purposes.

6. State Reports

Many states require hospices to submit certain data on a routine basis. mumms has recreated those reports and store them under the Census Panel. Even though your hospice may not be in a particular state, the report can still be run and be helpful to organization management.

K. Utilization Reports

(Below is listed a sampling of Utilization reports. There are many more available.)

1. Team Meeting

Run a list of admissions, discharges, level of care changes or patients served to use as guide for IDT. Information included in the report includes admission date, recert date, team members, and caregiver information.

2. Report Assignments

List of staff and assigned patients is available, detail and summary formats.

3. Volunteer Usage

Volunteer Usage reports show total visits and volunteer hours for a given time period.

L. Clinical Reports

(Below is listed a sampling of clinical reports. There are many more available.)

1. Visit Reports

List of all staff, billable physician, and F2F visits done within a time period. Report includes bill rate and HCPCS/CPT code (if applicable) of any billable visit. Summary and Detail reports are available.

Visit Variance Summary and Visit Variance Detail will compare planned visits to actual) to use to monitor compliance.

2. Supervisory Visit Reports

Help in monitoring that supervisory visits are completed every 14days for CNAs or LPNs.

3. Symptom Reports (pain, dyspnea, nausea, etc.)

Use to obtain a listing of patients with certain symptoms for in-depth chart review on treatment and outcome. Use to identify patients with pain or anxiety for use in the report “Pain over time” or “Anxiety over time”.

4. Orders

Reports “Created Orders”, “Unresolved Orders” and “Resolved Orders” assist with monitoring physician orders as they go out of the office and return with signature.

5. Questionnaires by Visit

List of visits made along with the forms, care plans or orders completed during the visit. Useful for ensuring that staff are documenting properly depending on visit type.

M. Miscellaneous Reports

(Below is listed a sampling of miscellaneous reports. There are many more available.)

1. Bereaved Persons Report

List of all persons whose loved one has died. Run for 13 months (13m) to get the complete listing of persons in the “bereaved” period. Report includes, staff who cared for the loved one, date of death, caregiver/bereaved and relationship to patient, and any comments entered under Patient/Caregiver tab. Note: Another bereavement report is available via the Bereavement Widget.

2. CAHPS Report

List of total live discharges, total caregivers and total caregivers that refuse to participate in the CAHPS (no publicity). Additionally, the report provides the details about the caregivers required by CAHPS providers. This report can be uploaded to CAHPS provider on a monthly basis. Follow the instructions on the screen for specific CAHPS providers.

3. HIS-Admission Report

List of admissions over a time period. Clinical users can use this report as a guide to complete the HIS Admission. Note: All HIS functionality as well as creation of the xml needed to upload to QIES is available from the HBC Admin Console. This report is only a guide.

4. HIS-Discharge Report

List of Discharges over a time period. Use this report as a guide to complete the HIS Discharge. Note: All HIS functionality as well as creation of the xml needed to upload to QIES is available from the HBC Admin Console. This report is only a guide.

5. Contact List

Run a list of staff members by role. Include only active or all. Click the blue + to run the report for multiple roles.

A listing of Caregivers is also available.

6. Medications Reports

Maintain a history of medications that were uploaded for billing purposes.

7. Surveyor Reports

Reports that are most frequently requested by Medicare and State surveyors are all at your fingertips in one place.

For a complete list of reports, see “Reports BI Data Dictionary” and “Reports Inventory” tip sheets.