Reports

Neo gives us many different reports which can be found by clicking the Reports tab at the top, right of the screen.  Below are a couple of the reports most used for your program.  All Reports can be pinned to your favorites for easier access to them.

Billable Productivity  This report will show you your productivity for the time period selected.  By selecting the program and staff name, you can see your productivity for the month, quarter, or year.

 


 

Staff Caseload shows the clinician the clients that are assigned to them. This report helps see the number of clients on your caseload as well as their last appointment.

 



 

Written By Amanda Griffin (Super Administrator)

Updated at December 11th, 2023


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