Where to find Legacy reports in Suite ECM
| Legacy ECM | Suite ECM |
|---|---|
| Action Plan Summary | Care Plan |
| Activity: Activity History (by Client) | Activities |
| Activity: Assessment Answers by Client | Assessment Answers |
| Activity: Clients by Assessment | Assessment Answers |
| Activity: Clients by Assessment Answer | Assessment Answers |
| AP: No Action Plan | Care Plan |
| AP: Problem Frequency | Care Plan |
| AP: Problem Outcomes | Care Plan |
| AP: Problem/Need by Client | Care Plan |
| AP: Resources Assigned | Care Plan |
| AP: Resources Used/Actions/Follow Up | Care Plan |
| Billing: Billing Errors | Billing Numbers |
| Client Name History | Client Data History |
| Client: Address/Phone Changes | Client Data Changes |
| Client: New Referrals (Napa) | Referrals |
| Client: SS/CIN/CM Changes | Client Data Changes |
| Client: Unassigned Client List | Client Information |
| CM: Case Load (brief) | Case Load |
| CM: Case Load (current) | Case Load |
| CM: Case Load Activity | Case Load |
| CM: Case Load History | Case Load History |
| CM: Case Load Snapshot | Case Load Snapshot |
| Demo: Client Demographic History | Client Data History |
| Demo: Demographic Reports | Demographics |
| Encounter Log | Productivity Encounter Log |
| Encounter Log (All) | Productivity Encounter Log |
| NFP Current Caseload | Case Load |
| NFP Data Quality | Assessment Answers |
| NFP No Visit in XX Days | Client Information |
| NFP Referrals Not Dismissed | Referrals |
| NFP Referrals to NFP Program | Referrals |
| NFP Summary of Referrals to NFP | Referrals |
| P-NFP Caseload Team Region | Case Load |
| P-NFP Demographics Report | Demographics |
| P-NFP QA Not Closed Activities | Activities |
| Productivity: Encounter Log | Productivity Encounter Log |
| Productivity: Encounter Log (4 Color) | Encounter Log |
| Productivity: Encounter Log Bar Chart | Encounter Log |
| Productivity: Encounters by Client, Family | Productivity Encounter Log |
| Productivity: Households Served | Productivity: Households Served |
| Productivity: Signature | Activities |
| Productivity: Visits Per Client | Encounter Log Detail |
| QA: 30 Day Followup Compliance | 30-Day Followup |
| QA: Activity Dates Changed | 30-Day Followup |
| QA: Contact Interim | QA: Contact/Referral Interim |
| QA: Data Quality | Assessment Answers |
| QA: Missing Demographics | Client Information |
| QA: Missing HIPAA | Client Information |
| QA: No Visit in X Days | Client Information |
| QA: Not Billable Checkbox | Productivity Encounter Log |
| QA: Not Closed Activities | Activities |
| QA: Referral Interim | QA: Contact/ Referral Interim |
| Referral Portal: Referral Totals by Agency or User | Referral Portal |
| TCM: Clients by Target Population for APP (LGA) | Encounter Log Detail |
| TCM: Encounters by Target Population | Encounter Log Detail |
| TCM: Target Population | Client Information |
| User Activity Log | User Activity Log |
| User List | Click All Permissions in Security |
| User Security | Click All Permissions in Security |