Visit outcomes
Completion, no-shows, and cancellations by provider — over the selected date range.
Reports
Know what's working, at a glance.
Operational and financial analytics built on your actual data. Slice visits, revenue, no-shows, clinician utilisation, and outstanding balances without opening a spreadsheet.
- Visit outcomes
- Revenue summary
- Patient A/R aging
- Claims A/R aging
Most practices run on vibes. “Feels like a busy month.” “I think retention is up.” “The schedule looks full.” The ones that scale run on numbers.
Reports in Ona gives you a small, grounded set of operational and financial views — activity, revenue, and receivables — built on your actual data. Each report exports to CSV and Excel in a click.
01 · Where it lives
A handful of reports, well-tuned — not a wall of dashboards.
Four tabs, the numbers most clinics actually check, and a tidy Export button on every section.
A Reports page with four tabs: Activity, Revenue, Patient A/R, and Claims (when the insurance flow is turned on). A single date-range picker drives the tabs that care about time; the A/R views are always “as of today”.
We'd rather ship a small, honest set of reports than a wall of charts nobody trusts. Deeper analytics — cohorts, SQL access, scheduled emails, BI connectors — are on the roadmap rather than pretending to exist.
02 · What you get
Six reports, cleanly grouped.
Visit frequency
Intake vs follow-up cadence and the provider mix behind the volume, so you see who is carrying what.
Revenue summary
Charged, collected, and outstanding amounts with a monthly trend — the start-the-quarter view, not a vanity chart.
Collections detail
Payment methods and a day-by-day collections trend so you can see where the money actually lands.
Patient A/R aging
A live snapshot of outstanding patient balances and denied claims — bucketed by age so you chase the right ones first.
One-click export
Every section has an Export button for CSV or Excel — send numbers to your accountant or board deck without screen-grabbing charts.
03 · In practice
A weekly scan that replaces the meeting.
Pick a range
The toolbar at the top drives every time-aware report — last week, last month, last quarter, custom.Scan activity, then revenue
Start with Activity to see what actually happened: visits, no-shows, intake vs follow-up. Move to Revenue to see what it earned.Check A/R, chase the oldest buckets
Patient A/R is always “as of now.” The older buckets are where money gets written off; that's your weekly work.Export what you need
CSV for the accountant, Excel for the board deck. One click per section.
“We used to run the practice on a spreadsheet. Now I check a few tabs on Monday morning, see the numbers, and know exactly where to push.”
04 · Roles
Who opens which tab.
Founder / owner
Revenue + A/R.
The charged / collected / outstanding summary, plus a glance at the oldest aging buckets — the two views that decide the week.
Practice manager
Activity + outcomes.
Completion, no-shows, and cancellations by provider tell you where to focus scheduling and follow-up effort.
Billing / RCM
Patient A/R and claims.
Live aging for patient balances and, when enabled, claim-level status and aging — with exports for the RCM team's own workflows.
Clinical lead
Visit mix and throughput.
Visit frequency and provider mix show who is doing what, without asking.
FAQ
Common questions.
Can I build custom reports?
Not today. Ona ships a fixed set of well-tuned reports — a custom report builder and broader filters are on the roadmap. Tell us the numbers you need that aren't here.
Can we connect a BI tool like Looker, Tableau, or Metabase?
Not today. You can export CSV / Excel from each section for now. Direct BI connectors and scheduled exports are on the roadmap.
Are scheduled email reports supported?
Not as an automated feature yet. Today each report is exported on demand. Scheduled snapshots are on the roadmap.
How fresh is the data?
Reports read the same operational data the rest of the app uses, so figures reflect what's been saved — no overnight batch. Each report lists its range and as-of timestamp.
Are claims reports included?
When the insurance flow is enabled, a Claims tab adds status and aging views for submitted / paid / denied claims. Otherwise it's hidden so the view stays clean.
Ready when you are
Run the practice on numbers, not vibes.
See your own data in the dashboard during the demo.