Reports Catalog
Practice OwnerExecutive Administrator·4 min read·Updated May 2026
CareIncite includes 12 report templates that cover billing, eligibility, caseload, provider performance, and operational metrics. Each report can be generated on demand or scheduled for automatic delivery. All reports support PDF and Excel export.
Weekly Payroll SummarySAVE
Total billable hours per provider for the selected week. Used for payroll processing and provider performance review.
Eligibility StatusCAPTURE
Current insurance eligibility status for all active clients. Flags lapsed, expiring, and unknown coverage.
Caseload OverviewSAVE
Client count per provider with capacity utilization. Identifies overloaded and underloaded clinicians.
Provider PerformanceSAVE
Individual provider billing, hours, utilization rate, and trend comparison across a configurable date range.
Billing by PayerCAPTURE
Revenue breakdown by MCO/payer. Shows total billed, session count, and average session value per payer.
Sessions at RiskCAPTURE
All sessions flagged as at-risk due to eligibility, authorization, or documentation issues.
Client Intake FunnelMAKE
Lead-to-client conversion metrics from GoHighLevel. Shows referral sources and conversion rates.
Location ComparisonSAVE
Side-by-side performance metrics for multi-location practices. Revenue, providers, and utilization by site.
Monthly Revenue SummaryCAPTURE
Month-to-date and month-over-month revenue with target comparison and trend analysis.
Staff RosterSAVE
Complete list of providers with credentials, NPI, location assignment, and active status.
Denial SummaryCAPTURE
Denied claims categorized by reason, payer, and resolution status. Tracks recovery rate over time.
Annual PerformanceSAVE
Year-to-date billing, hours, and target achievement with fiscal year projections.
Export formats
All reports can be exported as PDF (formatted for printing) or Excel (for further analysis). Scheduled reports are delivered as PDF attachments via email.
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