The Case Metrics report can be used to gain insight into VRC productivity or business volume across customers or services.
The report shows a summary of key measures of case performance expressed as averages or totals for cases active during the specified date range. The metrics include Number of Cases, Total Billing, Average Duration, and Average Billing. Three tables show results by Lead VRC, by Customer, and by Service:
Parameters:
Start Date and End Date (required) limit results to cases that are open during any part of the date range.
Accounts parameter (optional) allows you to narrow results to a specific account or group of accounts. If left showing None Selected, all active and inactive accounts (including internal, administrative accounts) will be included.
^Let me pick inactive accounts^ checkbox determines whether inactive accounts are included in the choices for selection in the Accounts parameter. To see only active accounts, leave the checkbox unchecked (the default selection) and Select all from the Accounts parameter.
Service parameter (optional) allows you to narrow the results to a particular service or services. If left showing None Selected, then all services will be included.
Lead VRC (optional) is used to restrict results to billing on cases with a particular VRC or group of VRCs in the Lead VRC role.
^Let me pick inactive Leads^ checkbox (unchecked by default) is used to include inactive VRCs in the Lead VRC parameter drop-down. Inactive VRCs will not be included unless this box is checked. To see only active lead VRCs, leave the checkbox unchecked and Select All (or a subset of) VRCs in the Lead VRC parameter.
Case Status (optional) allows you to filter results to a particular case state, either Open, Billing Closed, or Closed.
Case Type (optional) filters results to either claim cases or non-claim cases.
Notes:
Duration of open cases (calculated from Date of Referral to current date) is included in Average Duration calculation.
Percent of Fee Cap Remaining is based on Professional Hours billed (does not include Travel/Wait or Mileage).
Cases that are left open after being closed by L&I will distort the results for Average Duration.