Deep dive: Programs Report

You can pull a detailed Programs Report within the Reports section of Healthie. This pulls information related to Programs / Courses you have created and shows you how clients have engaged with programs that you offer. 

Benefits of Programs Report

• Seeing which client(s) have completed modules that you have shared and that are available to them, relative to a full program 
• Running analyses on how engaged clients are, in Programs, by cohort, group, or Start Date
• Tracking the number of clients enrolled in a particular program that you offer

Columns Included

The Programs Report Includes the Following Columns:

• Program
• Client
• Client Email
• Current Status
• Client Group
• Client's Provider
• Enrolled
• Start Date
• Completed Modules
• Available Modules
• Total Modules

Notes: 

• If you have multiple programs, each Program Report will show up in it's own .CSV file
• The report is sorted by the "Enrolled" column, with the most recent date at the top
• "Current status" shows whether a Client is Active or Archived at the time in which you pull the report (Learn more)
• The "Completed Modules" column should be the number of modules that the client has completed from the program

Accessing the Programs Report

• Navigate to Reports
• Click on Organization Reports
• Scroll to the top of the page and you will see a green bar
• Select the "Generated Reports Link" (you might need to refresh the page after a few minutes if it does not appear immediately."
• Click the three dots next the csv in documents and click download. 

There are two versions of this report:

• Provider Programs Report
• Organization Programs Report

Note: Only Group Practices / Organizations will be able to view the Organization Program Report. Depending on your specific organization settings, you may see one or both of these reports.