We provide detailed reports including Charges vs Payments, Patient AR, Insurance AR, Payer Mix,
and CPT Volume Analysis—customized to your needs.
Absolutely! We tailor reports based on your practice’s goals—whether it’s profitability, patient
volume, or insurance trends.
Our reports identify aging AR, payer-specific delays, and patient balances—enabling you to act faster
and improve your collections.
Yes. Our CPT Volume and Collections by CPT reports highlight low-performing codes, underutilized
procedures, and reimbursement patterns.
Yes. Our Provider Productivity and Patient Payment by User reports allow transparency on
collections per provider or user.
You’ll receive daily, weekly, bi-weekly, and monthly reports depending on the service plan you
choose. We can also generate real-time reports upon request.
Yes. Our audit-friendly reports (ERA & CHK Ratio, Bell Curve Analysis) ensure documentation and
billing fall within expected norms—minimizing audit risk.
Our Payor Rejections Report pinpoints denial reasons, high-risk CPTs, and non-compliant
documentation patterns.
Yes. Our CPT Volume by Provider and Practice Location reports show performance comparisons
across your team and locations.
We use industry-standard BI tools integrated into our PM/EHR systems, giving you real-time, easy-
to-read, and actionable reports.
Yes. We provide dual analysis through Charges vs Payments (DOS) and (DOE) to ensure accuracy in
both revenue and workflow.
Yes. Our Insurance Volume, Outstanding Insurance, and Insurance AR reports help track payment
speed and identify slow payers.
Definitely. Our E&M Bell Curve and RVU Analysis reports help you compare your performance
against national averages.
Small clinics benefit by identifying missed revenue, optimizing their payer mix, and planning
resource allocation effectively using our detailed analytics.
Yes. We include New & Established Patient Reports and Volume by CPT to show you what's driving
your growth.
Yes. Every report includes visual charts, breakdowns by category, and summaries—making it
actionable even if you’re not data-savvy.
Absolutely. We include Collections History, Patient AR Trends, and Volume Analysis across
timeframes to track growth and gaps.
Yes. Our Patient Balance Report and Unapplied Payments Report highlight patient payment gaps
and help you streamline collections.
Yes. Our Payer Mix Charges & Payments reports can be used to negotiate better contracts by
showing payer performance and reimbursement history.
Our reporting suite acts as a financial GPS—helping you decide when to expand services, renegotiate
contracts, hire more staff, or switch payers.
