Monthly Reports

We capture actionable data on payment streams, appointment schedules, recurring visits, and Specialist and Care referrals every month. We reconcile these data to provide you with reports detailing your revenue growth trends, patient flow, insurance payments, claims history, and Clinical team turnover. KPI reports track payment collections, charges, adjustments, account receivables, and encounters.

We provide concise reports in formats usable for your board and medical team.

  • Insurance Analysis Report
  • Key Performance Indicators Summary
  • Follow-up Reports
  • Account Receivable Aging Report
  • Payer Mix Report (Co-payments, Out-of-Pocket, and Full Payment)
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