Revenue cycle
Revenue with write-offs by reason and revenue by provider, Payments received as a daily deposit log, Patient A/R aging, Unbilled visits, and Services & procedures.
Reports
Practice reports: financial and operational analytics in one place
Ona Reports is the built-in analytics hub of Ona's practice management platform: 26 reports across scheduling, patients, clinical work, revenue, insurance, the front office and the team, read live from the same records the practice runs on. Search for a report, set the period, compare it with the one before, and share it as a link, PDF or Markdown.
- 26 live reports
- Search by question
- Previous-period comparison
- PDF, Markdown, and CSV
Ona Reports is the practice analytics hub inside Ona, the AI-native practice management platform that combines a CRM, EHR, and RCM. It turns the practice's scheduling, clinical, billing, and insurance records into 26 focused financial and operational reports, each with headline numbers, charts, and the tables behind them. There's no overnight batch: a report reads what was saved a moment ago.
It's built for the practice owners and managers who want to read the numbers themselves, without a dedicated analyst — from solo clinics to multi-provider groups across primary care, behavioral health, physical therapy, functional medicine, and med spas, cash-pay or insurance-billed.
01 · Why it matters
A handful of numbers decide the week.
Each report answers one question the practice actually asks, and shows how it moved since last time.
Most small practices answer money questions by exporting spreadsheets from three tools and reconciling them by hand. By the time the numbers agree, the week they described is over.
Ona's reports read the same records the team works in, so charges, payments, claims, and visits reconcile by default. Who owes us, which claims stall, where the schedule leaks: each has its own report, compared with the period before.
02 · What you get
Twenty-six reports, eight categories.
Insurance
Claims performance with first-pass rate and median days to payment, Denials by reason and payer, and Claims A/R aging by payer, when insurance billing is on.
Scheduling
Visit volume, No-shows & cancellations, Provider utilization against working hours, and Booking lead time for new and returning patients.
Patients and clinical
New patients, Retention & follow-up with the patients due for a visit, Patient demographics, Chart closure, Intake completion, and Lab result review.
Front office and team
Leads & conversion, Leads by channel, Phone calls answered by staff or the AI receptionist, Messaging response times, Referrals, and Tasks.
Share what you're reading
Every report is a link that keeps its period. Download it as a PDF, download or copy it as Markdown, or pull any table into a spreadsheet as CSV.
03 · How it works
A weekly scan that replaces the meeting.
Open the overview
Practice overview shows completed visits, no-show rate, new and active patients, and the money owed to the practice, split into patient balances and insurance claims.Search for the question
Type what you want to know, such as denials, no-shows, or utilization, and the list narrows to the reports that answer it.Set the period
Pick Last 30 days, This month, Last year, or a custom range. Each report compares itself with the previous period of the same length, and the A/R aging reports are live snapshots as of now.Read the breakdown
Headline numbers sit above the charts, and the tables underneath break them down by provider, payer, service, location, or patient.Share it
Copy the link, download a PDF for the partners' meeting, or paste the Markdown into a doc. Tables download as CSV for your bookkeeper.
04 · Roles
Who opens which report.
Practice owner
Overview and Revenue.
Charges, collections, and what's owed, compared with last period, plus revenue by provider — the views that decide the week.
Practice manager
No-shows and utilization.
No-shows & cancellations and Provider utilization show where the schedule leaks and which clinicians have room.
Billing lead
A/R, denials, and unbilled visits.
Patient and claims A/R aging, Denials by reason and payer, and Unbilled visits — completed visits with no invoice or claim yet.
Clinical lead
Chart closure and lab review.
How fast notes get signed, which charts are still open, and which lab results are waiting for a clinician.
FAQ
Common questions.
Does Ona have practice financial reports?
Yes. The Revenue cycle category has Revenue (charges, insurance paid, patient payments, contractual adjustments, and write-offs), Payments received (a daily deposit log by payment method), Patient A/R aging, Unbilled visits, and Services & procedures, all read from live billing data.
Can I see revenue by provider or by payer?
Revenue by provider is a table in the Revenue report. By payer, the insurance reports break down claims, paid amounts, denials, days to payment, and outstanding A/R for each payer. There's no single revenue-by-payer total across self-pay and insurance.
Is there an aging receivables report?
Two. Patient A/R aging buckets what patients owe — not yet due, 1–30, 31–60, 61–90, and over 90 days — patient by patient. Claims A/R aging buckets unpaid claims from 0–30 to over 120 days by payer, with the oldest claims to follow up. Both are live snapshots as of now.
How fresh is the reporting data?
Reports query the same records the app uses each time you open them, so figures reflect what was saved a moment ago. Periods follow your practice's timezone.
Can I export reports or connect a BI tool?
Every report downloads as a PDF or Markdown, copies as Markdown, or shares as a link, and every table downloads as CSV. There's no BI connector, scheduled email report, or custom report builder today.
Can I filter a report by provider or location?
Not today. Reports filter by period only; provider, payer, service, and location appear as breakdown tables inside the reports instead.
Who can see reports?
Owners and admins open Reports from the sidebar, and clinician accounts don't have access. Reports that depend on a feature, such as the insurance reports or Chronic care management, appear only when that feature is on.
Ready when you are
Run the practice on numbers, not vibes.
Walk through the reports in a 15-minute demo.