Access Legacy Admin Reports in Insights

Permissions: You need the Insights permission to view the new location of the legacy admin reports.

The legacy admin reports are the reports that were previously located in the Admin section of old Fusion.

Below is a list of all the legacy admin reports and where to find them in Insights

Admin Report Name Option Insights Source Report Insights Report Name
Patient Information By Patient Patients Patient Information By Patient
Patient Information
By Medical Record Number Patients Patient Information By Medical Record Number
Patient Information By Medical Record Number (Reversed) Patients Patient Information By Medical Record Number
Patient Information Count By Race/ Ethnicity Patient Breakdown Patient Demographics
Patient Information Count By Gender Patient Breakdown Patient Demographics
Patient Information County By Age Patient Breakdown Patient Demographics
Patient Information County By Service Type Patient Breakdown Patient Demographics
Patient Contact Information Contacts Patient Contact Information
Therapy Details By Patient (Active) Therapy Details Therapy Details by Patient (Active)
Therapy Details By Patient (Discharged) Therapy Details Therapy Details By Patient (Discharged)
Therapy Details By Rx Expiration Therapy Details Therapy Details by Rx Expiration
Attendance By Patient (Poor Attendance) Patients Attendance By Patient
Attendance  By Patient (Good Attendance) Patients Attendance By Patient
Attendance  By Therapist (Poor Attendance) Patient Attendance Attendance by Therapist
Attendance By Therapist (Good Attendance) Patient Attendance Attendance by Therapist
Attendance By Status Appointment Statuses Appointment Count (MTD)
Note: The new version of this report is not listed in the Legacy Admin Reports section of Insights. It can be found in the Appointments section.
Attendance Appointment Status History Appointments Attendance Appointment Status History
Diagnoses By Patient Patients Diagnosis by Patient
Note: The new version of this report only includes diagnoses for active service types on active patients. Previously, it included inactive service types on active patients.

The new version of this report excludes ICD9 codes. 
Diagnosis By Diagnosis Diagnosis Diagnosis by Diagnosis
Diagnosis Patients Without ICD10 Note: A new version of this report will not be recreated since its purpose was to assist in the transition to ICD10 in October of 2015.
Payers By Patient Coverages Payers by Patient
Payers By Payer (Most Common) Payers Payers by Payer
Note: The new version of this report only includes active patients. Previously, it also included referrals and discharged patients.
Payers By Payer (Least Common) Payers Payers by Payer
Note: The new version of this report only includes active patients. Previously, it also included referrals and discharged patients.
Physicians Physician Details Physicians Physician Details
Physicians Most Referrals Physicians Physician Referral Count
Physicians Least Referrals Physicians Physician Referral Count
Physicians Referred Patients Therapy Details Physicians' Referred Patients
Accounts Accounts Account Balances
Codes Units and Charges By Billing Code (Most Common) Billing Codes Codes Units and Charges by Billing Code
Codes Units and Charges By Billing Code (Least Common) Billing Codes Codes Units and Charges by Billing Code
Codes Units and Charges By Patient Patients Codes Units and Charges by Patient
Codes Units and Charges By Payer Payers Codes Units and Charges by Payer
Codes Units and Charges By Therapist Users Codes Units and Charges by Therapist
Codes Units and Charges By Location Locations Codes Units and Charges by Location
Codes Units and Charges By Appointment Charges Codes Units and Charges by Appointment
Note: The new version of this report only includes appointments with submitted charges.
Codes Units and Charges By Visit Appointments Codes Units and Charges by Visit
Total Billed Services
Patients Total Billed Services
Therapist Timesheet Users Therapist Timesheet
Account Payments and Credits By Date Statement Summary: Account Payments & Credits by Date
Details: Account Payments & Credits
Account Payments and Credits By Account Statement Summary: Account Payments & Credits by Account
Details: Account Payments & Credits
Accounts Payments and Credits Co-Pays (Detailed) Appointments Account Payments & Credits Co-Pays (Detailed)
Account Payments and Credits Co-Pays By Date Daily Numbers Account Payments & Credits Co-Pays by Date
Account Charges and Payments By Date Statement Account Charges & Payments by Date
Account Charges and Payments Account Charge Discrepancies Claims Account Charge Discrepancies
Note: The new report does not include Billed Lines
Payer Payments By Date Payer Payments Detail: Payer Payments Detail
Summary: Payer Payments by Date
Payer Payments By Payer Payer Payments Detail: Payer Payments Detail
Summary: Payer Payments by Payer
Outstanding Claim Balances
Claims Outstanding Claim Balances 
Out of Balance Claims Claims Out of Balance Claims
Payer Adjustments By Payer Payers Payer Adjustments by Payer
User Information Users User Information
Incomplete Documents Summary Users Incomplete Documents Summary
Incomplete Documents Detail Incomplete Documents Incomplete Documents Detail