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3 Reporting Tips Everyone in Rehab Needs to Know

Written by: Virginia Littlepage on Friday, April 21, 2017 Posted in:

Data is all around us!  But how do we use this data for optimizing how we manage our practice?

All of us are familiar with reports, but do they really give us the information when we need it and in a format that meets our needs?  Many of the traditional methods of reporting do a terrible job of getting us the data that we need in order to make decisions now.

Many times, we run a report, only to find that we still have to dig and manually extract that specific “thing” that you are looking for.  Or, you may have to look through multiple reports to get at what you are needing.  Both actions are time consuming and frustrating.

Discover how reports and data can increase your profits

So, it is time to rethink your report strategy.  Let’s look at a couple of strategies that you can use immediately to assist it getting the most out of reporting.

Highlight the Data that is Important

Start with thinking about the data that is critical to you and divide it up into the following 3 categories:

  • Important – These are things that you have decided are critical to the growth and success of your practice.
  • Urgent – Zeroes in on information that if you don’t act on today, may result in something bad tomorrow.
  • Actionable – Identifies problems in your practice that you can actually address and develop workflow to correct the problem.

So, how do we focus on what is important, urgent, versus actionable?  Every practice has 3 things that drive your operation.

  • Vision – This is the reason for “being”. It is what separates you from other practices and drives your priorities.  For example, perhaps your clinic’s vision is to be the experts in treating certain populations, such as pediatrics, or certain focus such as hand therapy or lymphedema.
  • Standards – Every practice has established certain standards. Some standards are driven internally and some are driven by regulatory requirements.  For example, you may have decided that every visit must be documented by the end of the day or that certain documentation is required for every visit.
  • Problems – Due to various factors, your clinic will have problems that are unique. Perhaps you have a patient population with a high no-show rate due to transportation issues.

From your practice vision, standards of excellence and unique problems, will come certain goals.  And to achieve those goals, you will need to identify the tasks that need to be taken to reach those goals.

Now that you have a focus in mind, you can start paring down the number of reports you have to review in order to get to the data you need.  Identify those reports that will provide you the data to track how you are doing against your goals.  This will result in less time hunting and reduced frustration, thus allowing you to focus on data that is important.

Watch this blog for additional tips for reporting strategies in May!



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