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.
IN THIS ARTICLE:
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.