WebPT Ideas and Discovery

Legacy Productivity counts "Patients Seen" from the calendar (it's counting "appointments", but calling it "Patients Seen", which translates to members as "Visits"). It takes into consideration which calendars are selected to be viewed, not "all" calendars for the particular location, nor all appointments for a particular location; where the calendar is in another facility, but the appointment is for their current facility.

- The more facilities a clinic has, the more the off-chutes / likelihood of mismatches occur.

"Patients Seen" is actually "Appointments" - Until this terminology is changed, people will attempt to compare the two completely different labels.

Even changing the label won't "fix" this.

If the Therapist isn't the one documenting the cancel/no-show on the scheduler (they rarely are), their numbers won't reflect correctly if you are trying to pull the Productivity of an individual Therapist. - The only way to see "correct" (according to the scheduler) cancel/no-show data is looking at "All Therapists".

• The clinics the Legacy Productivity works best for will be the smaller clinics with not a lot of Provider churn.

Finalized SOAP 2.0 notes don't count as "Documents" (IE/DN/PN/RE/DC/OF) in the Legacy Productivity Report.

We have this article that pushes members to Analytics instead, due to the way the Legacy Productivity Report works:

https://help.emr.webpt.com/article/1462-beyond-the-productivity-report-with-analytics-patient-notes-report

Why go to Patient Notes Report, when Analytics has it's own Productivity Report?

Analytics Productivity Report doesn't have it's own Community Article because it was supposed to have been sunset last summer according to Moriah.

It works similarly in some ways to the Legacy Productivity Report, but more similar to the Analysis Grid Reports in other ways. It has differences such as counting notes by "Date of Service", where the other report counts by "Date of Finalization". Things that only make sense once you've used an analysis grid to pinpoint an exact mis-match of information, taking a lot of valuable time for both the members, and for our Support Team.

So, things not only mismatch from one Productivity Report to the other, but neither productivity report matches the data in "Scheduled Visits", or "Patient Notes" reports either. Four reports will have four different results.