Emma Hollifield

This report is designed to identify patients who have no future appointments scheduled in Stride and may need to be either rescheduled or discharged. This report includes cancelled and no-show appo...

This report will list every patient created in Stride within the specified date range. The default view shows the last 30 days, but this date range can be adjusted as desired. This report includes ...

This report lists all checked-in appointments that have not had a note created. The notes in the Missing Notes report will correspond with the applicable therapist’s “Missing Note” Dashboard alerts...

This report lists all notes that have been created in Stride, but have not yet been signed. The notes in the Draft Notes report will correspond with the applicable therapist’s “Sign Note” Dashboard...

Similar to the Cumulative Referral Source report, this report displays each referral source’s data broken down over the last 180 days in 30-day increments. This report includes the following column...

This report displays each referral source’s data broken down over the last year, as well as all time since being in Stride. This will show you how many times patients have listed each referral sour...

The Missing Referral Source report lists all patients who did not specify a referral source in their intake form. This report includes the following columns, all of which can be filtered:  Patient:...

This report displays each patient’s referral source per case, based on the response to “How did you hear about us?” in the patient intake form. If a patient has multiple cases, they may populate in...

This report will list all types of missing payments (copay, other, coinsurance, deductible, self-pay, etc.). This report displays missing payments where a charge was not created at all (paid or out...

This report lists all Credit Balances within Stride. Please note that this report will only list Credit Balances with a positive amount - Credit Balances with no funds will not populate. This repor...