How do I run Facility Rollup, Fill Rate, Utilization Trends, and Margin reports?
Navigate the 9-tab Reports & Analytics hub (/portal/reports) to analyze multi-facility rollups, billable hours, clinician utilization, credential compliance, gross margins, shift fill rates, invoice aging, and export audit logs.
To run operational and financial analytics in YourMedSoft, navigate to Reports in the portal sidebar (/portal/reports) and select from the nine report tabs: Facility Rollup, Billable Hours, Utilization Trends, Credential Compliance, Gross Margin, Fill Rate, Invoice Aging, CRM, and Export History. Each report can be filtered by date range or facility and exported to CSV or PDF.
What You Need Before Starting
- Admin or Manager / Coordinator permissions.
Step-by-Step Instructions
Open the Reports Hub
Click "Reports" under the Finance section in the left sidebar (/portal/reports). By default, the "Facility Rollup" tab opens.
Review Multi-Facility Performance (Facility Rollup & Fill Rate)
Use "Facility Rollup" to compare total shifts, billable hours, revenue, and margin across every client hospital in one table. Switch to "Fill Rate" to measure filled vs. unfilled shift percentages by facility and clinical role.
Protect Your Agency Bill-to-Pay Spreads
Model live gross margins, track clinician overtime trends, and analyze facility profitability in real time.
Analyze Hours, Utilization, and Gross Margin
Select "Billable Hours" or "Utilization Trends" to track regular vs. overtime hours and clinician capacity over time, or select "Gross Margin" to inspect bill-to-pay spread per shift and facility.
Check Credential Compliance, Invoice Aging, and CRM Analytics
Use "Credential Compliance" for agency-wide license readiness, "Invoice Aging" for 30/60/90+ day accounts receivable buckets, and "CRM" for client acquisition metrics.
Export Data and Audit the Export History Ledger
Click "Export CSV" or "Export PDF" on any report tab. Every export is automatically recorded in the "Export History" tab (/portal/reports?tab=history) with timestamp, report type, and exporting user for compliance auditing.
Pro-Tips & Best Practices
- You can deep-link directly to any report tab using `?tab=facility_rollup`, `?tab=fill_rate`, `?tab=margin`, or `?tab=invoice_aging`.
Frequently Asked Questions & Troubleshooting
Are report exports logged for compliance audits?
Yes. Every report export is logged to your organization’s `reportExports` collection and visible in the Export History tab.
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