Reporting & Analytics

Reports from live data, not from a month-end scramble

Because the chart, the schedule, the orders and the billing all live in one system, reports are calculated from what is already there. Nothing is exported into a spreadsheet, reconciled by hand, or reconstructed a fortnight after the fact — which also means a number in a report can be traced back to the visit that produced it.

Financial

Aging — by patient and by insurance, so you can see which balances are with payers and which are with people.
Income summaries — by period, provider, location or payer.
Master billing and master income reporting across the whole practice.
Payment plans — who is on one, who is keeping to it.
Account summaries and charts for the view you want at a glance rather than in a table.

Coding

Coding analysis shows what your practice is actually coding — procedure and diagnosis distribution, patterns by provider, and where the coding differs from what the documentation supports. There is a coder operation report for the coding team’s own throughput, and a code review workflow for the cases that need a second pair of eyes.

This is the reporting practices most often have to do without, because coding usually sits in a separate billing system from the notes. Here they are the same record.

Operational

Master operations reporting for how the practice is actually running.
Provider productivity — volume, visit types, throughput.
User time logs — who was in the system and doing what.
Eligibility request reporting, so you can see coverage checks against the schedule.
Telemedicine activity across the practice.
Care management dashboards for CCM, RPM, RTM and BHI enrolment and revenue.

Clinical

Diagnosis data across your patient population.
Immunization reporting.
Prescription reporting — what was prescribed, by whom, over what period.
Test order reporting, including what was ordered and never resulted.
Referral reporting — who you refer to and what comes back.

Reports you can shape

Report fields can be edited and custom categories defined, so the report answers the question your practice is actually asking rather than the one the software assumed. Columns can be chosen and saved per user, and results exported when you need to work with them elsewhere or hand them to an accountant.

The number that matters most is usually the one nobody ran

Most practices have reporting they never look at, and one or two questions they cannot answer at all — which payer is slowest, which provider’s claims get denied most, how many ordered tests were never resulted. Those answers exist here because the underlying data was never split across systems in the first place.