Financial Reporting
Make data-driven decisions with comprehensive financial reports. AR aging, collections analysis, payer mix, denial trends, and provider productivity reports give you complete visibility into your revenue cycle.
Works with
- AR Management & AgingTrack accounts receivable with aging reports, follow-up queues, and priority scoring.
- Payment PostingPost insurance and patient payments with full audit trail and automated reconciliation.
- Denial Management & AppealsIdentify, work, and appeal denied claims with analytics to prevent future denials.
A practice owner needs three questions answered without a spreadsheet: how much is owed to us, how fast is it coming in, and where is it leaking. Financial Reporting answers them from the same ledger the billers work in, so the report and the queue never disagree.
The core reports are the ones a billing manager runs every month: A/R aging by payer and provider, collections by month and by source, payer mix, denial trends by reason and payer, and productivity by provider. Each report starts at the practice total and drills down to the claims behind any number, so a surprising figure can be investigated in the same screen that produced it.
Reports are built for a practice that sees several payers and several providers, and for a billing company that sees several practices. Every report filters by practice, provider, payer, location, and date range, and a report can be exported with its filters applied for the month-end pack.
Key Benefits
AR aging reports
Collections analysis
Payer performance metrics
Provider productivity
What financial reporting does
A/R aging
Open balances by age bucket, split insurance and patient, by payer and provider, with drill-down to the claim.
Collections analysis
Payments by month, by source (insurance, patient, card, check), and by provider, compared with charges for the same period.
Payer mix and payer performance
Share of charges and payments by payer, with days to pay, denial rate, and underpayment frequency per payer.
Denial trends
Denials by reason code category, payer, provider, and procedure, over time, so the upstream fix is visible.
Provider productivity
Visits, charges, and collections per provider and per location, for the practice that needs to know what each clinic day is worth.
Exports
Any report with its filters applied can be exported for the practice’s accountant or the month-end pack.
How It Works
Post
Reports read the live ledger. There is no separate reporting database to sync, so a payment posted this morning is in this morning’s report.
Filter
Choose the practice, provider, payer, location, and period. The same filters apply to every report.
Drill
Click any figure to see the claims or payments behind it, and open any claim from the list.
Share
Export the view for the people who need it, with access to the reports limited by user role.
Frequently asked questions
Which reports should a practice look at every month?
Can reports be filtered by provider or location?
Do reports match what the billers see?
Can a billing company report across all of its practices?
Ready to transform your financial reporting?
Built for healthcare practices that are done fighting their billing software.