This article explains how to use the new Power BI report for related services referrals which includes data from each form submission.
For a more detailed walk-through of the new Power BI report, please review the Scribe guide for How to Navigate Related Service Referrals in Power BI.
With the introduction of a new related services referral process, a new Power BI report has been released to allow school staff to easily track tickets and view details of each form submission. This report includes the following data points:
- Ticket Name
- Create Date
- Ticket Status
- Student ID & Name
- School Location
- Type of Request
- Change in Status (if applicable)
- Therapy Type
- Therapy Details
- Close Date
- Assigned Therapist
- Assigned Vendor
Schools can also use the report to filter data by:
- Ticket Create Date
- Therapy Type
- Ticket Status
- Student ID
- Assigned Therapist