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Reporting & Task Management Software for PT, OT, & SLP Practice

See what matters, when it matters

Built for busy physical therapy, occupational therapy, and speech-language pathology practices, Fusion’s reporting and task management tools bring your to‑dos, authorizations, and productivity metrics into one place. See what needs attention today, what’s on track, and where to adjust — without leaving your EHR.

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See your practice at a glance

Instead of chasing updates in email threads and spreadsheets, Fusion’s built‑in task manager, authorization tracking, and reporting dashboards keep your operational work and key metrics connected to the same system you use for scheduling, documentation, and billing.

Centralized task management

Create, assign, and track tasks across your front desk, billing team, and therapists — from insurance verification to documentation follow‑ups. Everyone sees what’s on their plate and what’s overdue, so fewer details slip through the cracks.

Authorization & compliance tracking

Monitor visit limits and authorization status directly inside Fusion. Staff can see remaining visits, upcoming expirations, and next steps — helping you avoid last‑minute cancellations, care interruptions, and billing surprises for clients and caregivers.

Operational reporting dashboards

View therapist productivity, appointment volume, attendance, and schedule utilization by therapist or location. Fusion’s reporting dashboards give owners and managers a clear snapshot of performance, without exporting or rebuilding reports every time priorities shift.

Turn data into confident decisions

With tasks, authorizations, and metrics in one place, you can stop guessing and start making decisions based on what’s actually happening in your practice today — not last quarter’s spreadsheet. 

Stay organized
Boost productivity
Prevent issues
Plan smarter
Every task, where it belongs

Task lists stop living in sticky notes and inboxes. Fusion surfaces operational work by assignee, due date, and type — so you know who’s verifying insurance, who’s chasing signatures, and what’s blocking clients from starting or continuing care.

See how time is used

Therapist productivity and visit volume reports help you understand how schedules are filled, where openings exist, and which locations are over capacity. Use that visibility to redistribute work, refine templates, or plan new hires with confidence.

Catch problems before they grow

Authorization and attendance reports highlight expiring approvals, frequent no‑shows, and bottlenecks early. Instead of reacting to denials or gaps in care, your team can reach out and adjust before they impact outcomes or revenue.

Make data-backed decisions

Filter reports by therapist, discipline, or location to see which services are growing, which days run hottest, and where margins are tightest. Those insights help you refine hours, caseloads, and offerings without relying on gut feel alone.

See how Fusion’s reporting & task management tools can bring your practice success. Compare plans and pricing →

What other practices are saying

Regan Graham, CAP, Senior RCM Manager, Central PA Therapy Connections
Reports are easily run and created if there isn’t one that meets my needs.
Maddie Bolks, Operations Manager, Children’s Therapy Center, Inc.
Fusion has transformed the way we manage our practice—it’s incredibly user-friendly, offers all the tools we need for our practice, and helps us provide better outcomes for our patients every day.
Christine Joyce R. Bayot, Virtual Assistant, I am Moore LLC.
With [Fusion] in place, everything has become more streamlined, from patient records to session scheduling, allowing us to work with greater efficiency. We’ve been able to save significant time each week and reduce errors, which has improved overall outcomes for both our team and clients. This change has made a big difference by creating smoother workflows and giving our staff more time to focus on care instead of administrative burdens.
Full Circle Therapy
We love Fusion and are thankful for the support the company has provided us in our first year. We look forward to a continued partnership in the years to come!
Full Circle Therapy
The software has made it easier for us to maintain high-quality notes without investing too much time. The pre-built templates for evaluations, progress notes, and reassessments are especially helpful. In my previous jobs and even in this one before we switched to the [Fusion], evaluating patients took much longer because I had to write a lot of narrative text, especially in speech therapy evaluations for children, since there were no good templates available.
Kim Hurley, Occupational Therapist, Alta Pediatrics
We wanted a balance for something that was going to be cost-effective but also was going to allow us to do all the critical things that we needed to be able to do. We saw we’d be able to manage payments. And we saw we’d be able to automate some of the things we were doing around insurance billing.
Reporting & dashboards
Task management
Authorization tracking
Productivity & performance
Getting started
What reporting capabilities does Fusion include for therapy practices?
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Fusion includes reporting dashboards built for outpatient physical, occupational, and speech therapy practices – showing therapist productivity, appointment volume, schedule utilization, attendance, cancellations, and visit trends. Reports can be filtered by provider, discipline, date range, or location, giving owners and administrators a clear view of how the practice is performing.
How current are Fusion’s reports?
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Fusion’s reports refresh daily and pull from the same system powering scheduling, documentation, and billing — so your dashboards reflect recent activity, not last month’s spreadsheets.
What types of tasks can we track in Fusion?
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Fusion’s task manager covers the core administrative work PT, OT, and SLP clinics handle daily — insurance verification, plan‑of‑care signatures, documentation follow‑ups, updated prescriptions, authorization renewals, and billing‑related tasks. You can customize categories, assign tasks to staff, and set due dates. Because tasks live inside the EHR, they stay tied to the client record for context.
Can staff collaborate on tasks and follow‑ups?
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Yes. Tasks are visible across staff members, so teams can coordinate handoffs, reassign responsibilities, and add notes — keeping everyone aligned as clients move through intake and care.
How does Fusion track authorizations and visit limits?
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Fusion lets staff enter payer authorization details — visit limits, date ranges, and requirements — directly into the client record. As visits occur, remaining counts update automatically. This helps your team see when limits are close, reduces last‑minute scrambling, and prevents delays in care or claim denials caused by expired authorizations.
Will Fusion alert us when authorizations are expiring?
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Fusion surfaces authorization details within the client record and allows clinics to pair them with tasks and reminders. Many practices use this combination to identify expiring approvals early, prompting proactive outreach to caregivers or payers before a client arrives without coverage. This reduces disruptions in care and helps protect revenue.
Can multi‑location clinics track authorizations across sites?
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Yes. Authorization details follow the client across locations, and multi‑site reporting makes it easy to review visit limits, expirations, and payer requirements regardless of where care is delivered. This helps teams stay aligned and avoid gaps when clients see different therapists or alternate between sites.
Can Fusion track therapist productivity?
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Yes. Productivity reports show completed visits by therapist across a selected timeframe, helping practices understand caseloads, capacity, and workload distribution. These insights support smarter staffing decisions and help owners and administrators identify patterns that might signal burnout, scheduling gaps, or opportunities for additional support.
Can practices view visit trends across therapists or disciplines?
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Fusion’s visit‑volume and attendance reporting lets you compare trends across disciplines, therapists, and locations. This helps practices identify high‑demand services, seasonal changes, and referral shifts — and gives leaders better data to forecast schedules, adjust hours, or plan new hires when demand grows.
Can Fusion help us identify scheduling bottlenecks?
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Yes. Schedule utilization reports highlight overbooked days, underused hours, and patterns like frequent cancellations or double‑booked time blocks — making it easier to adjust templates and availability for a smoother client experience.
Are task management and reporting included in all Fusion plans?
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Task management and reporting tools are available in Fusion’s Advanced and Premier tiers. Each tier is designed to support different practice needs, so you can choose the level of visibility and workflow support that fits your practice best. To compare what’s included, visit the Fusion pricing page.
Do we need extra software for task management or reporting?
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No. Task management and reporting are built directly into the Fusion EHR. Your team doesn’t need add‑on analytics tools or external task apps to track to‑dos, view performance, or stay ahead of authorizations. Everything runs in the same place therapists already document and schedule.
How hard is it to get started with Fusion’s reporting tools?
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Fusion’s dashboards and task tools are designed for non‑technical users. Most teams begin using them immediately after implementation, with simple setup steps like customizing task types or filtering reports by therapist or location. Because the tools reflect real therapy workflows, they feel intuitive to front desk staff, clinicians, and administrators alike.

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