Reporting & AnalyticsPurpose
1.2. Streamline identification of high and low performance, optimize workloads, and enhance data-driven decision-making in clinical settings.
1.3. Integrate time tracking, case notes, billing, and patient outcomes data for real-time visibility on staff efficiency.
Trigger Conditions
2.2. New or updated therapist scheduling data.
2.3. Submission of treatment plan updates or supervisor reviews.
2.4. Periodic (daily/weekly/monthly) scheduled productivity analysis run.
2.5. Entry of billing or timesheet data.
Platform Variants
3.1. Salesforce
• API: Reports and Dashboards API — Auto-generate therapist productivity reports based on custom objects.
3.2. Microsoft Power BI
• Connector: Power BI REST API — Schedule dataset refreshes with incoming therapist session data.
3.3. Google Sheets
• Feature: App Script/Sheets API — Append daily logs, trigger analysis scripts on edit or time, and summarize productivity metrics.
3.4. QuickBooks
• API: Time Tracking API — Import therapy hours, compare to scheduled time for variance reporting.
3.5. BambooHR
• API: Employee Data Endpoint — Sync therapist profiles and pull attendance or time-off data for productivity calculation.
3.6. Zendesk
• API: Ticket Audit Logs — Analyze therapist support/parent requests processed as a productivity metric.
3.7. Zoho Analytics
• API: Data Upload/Automation API — Schedule upload of ABA session data and configure recurring analyzer automations.
3.8. Slack
• Feature: Incoming Webhooks — Send live productivity alerts/reports to defined therapist or supervisor channels after report generation.
3.9. HubSpot
• API: Engagements API — Log therapist-client communications as productivity events/custom activities.
3.10. Airtable
• Feature: Automations — Sync validated therapist session records and calculate live metrics via scripts.
3.11. Asana
• API: Task Search API — Monitor completion of assigned therapy tasks and integrate with performance dashboards.
3.12. Smartsheet
• Feature: Sheet Automation — Trigger calculations and notifications based on therapist log row entries.
3.13. Trello
• Power-Up: Butler Automation — Move cards or add labels when productivity criteria met; auto-summarize by therapist.
3.14. Monday.com
• API: Board Updates — Analyze therapist sessions tracked as items, auto-trigger summary email.
3.15. Google Analytics
• API: Measurement Protocol — Track therapist portal usage as surrogate engagement metric.
3.16. Xero
• API: Payroll Timesheet Endpoint — Integrate session billing data for productivity against payroll.
3.17. Jira
• API: Issue Search — Report on behavioral plan reviews/updates attributed to specific therapists.
3.18. SAP SuccessFactors
• API: Employee Central — Import HR data for therapist FTE calculations and cross-analyze with clinical output.
3.19. Intercom
• API: Conversation API — Pull therapist-parent chat logs for time spent metric.
3.20. DocuSign
• API: Envelope Events — Match therapy notes signed to number of cases processed per day for compliance-productivity intersection.
Benefits
4.2. Identifies exceptional staff and areas needing support, guiding targeted interventions.
4.3. Integrates disparate data (HR, scheduling, billing, clinical notes) into centralized insights.
4.4. Reduces supervisor administrative burden, allowing more coaching and support.
4.5. Drives data-backed operational improvements and client outcomes.