Reports

The reports page gives Agency Administrators a clear view of the intake process. Instead of running individual reports, you can see all your key numbers on one dashboard.

What you can see on your dashboard

Your dashboard is broken down into a few main sections:

• Intake Summary: See how many new leads are coming in, how many became patients, and the average time it takes to get someone onboarded.
• Coordinator Workload: Track how many reminders and tasks each coordinator has, and see how many leads are assigned to them.
• Pipeline View: See exactly where leads are sitting across the five main stages of the intake process.
• Staff Activity: Monitor when team members log in and what updates they have made.

Filtering your view

You can change the dates for the whole dashboard. Pick a specific week, month, or a custom set of dates to see how your agency performed during that time. You can also filter by coordinator or where the leads came from.

Saving your data

If you need to put this information into a spreadsheet or a presentation, you can click Export. This downloads the current dashboard data as a CSV file.

Automatic Reports

You can set up weekly or monthly emails. This way, the agency leaders get the updates they need automatically without having to log into the software.

Security and Privacy

TildyCare is HIPAA-ready. All your report data is encrypted and audited to help keep your agency's information safe.