Visit outcomes
Completion, no-shows, and cancellations by provider — over the selected date range.
Reports
Practice reports: financial and operational analytics in one place
Ona's Reports feature is the built-in analytics layer of its practice management platform, turning live clinical and billing data into operational and financial reports. Six reports span visit outcomes, revenue, collections, and patient accounts receivable (A/R) aging across four tabs — Activity, Revenue, Patient A/R, and Claims — so practices run on numbers instead of guesswork, with one-click export.
- Visit outcomes
- Revenue summary
- Patient A/R aging
- Claims A/R aging
Reports is Ona's fixed set of well-tuned operational and financial dashboards, built on the same live data the rest of the platform uses — no overnight batch. One date-range picker drives every view, and accounts receivable figures are always shown as of today. It replaces the spreadsheet exports and end-of-month guesswork most small practices still run on.
It's built for the practice owners and managers who want to read the numbers themselves — solo and small-group clinics across primary care, behavioral health, physical therapy, nutrition, integrative and functional medicine, women's health, and medspas. It fits both cash-pay and insurance-billed practices without needing a dedicated analyst.
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 · Why Ona
Numbers you can trust on Monday morning.
One system, one dataset
Reports read the same records used for charting, scheduling, and billing, so numbers reconcile instead of drifting across separate tools.
Live, not batched
Figures reflect what has been saved, with no overnight sync to wait on. Each report lists its range and as-of timestamp.
Tuned, not overwhelming
Six focused reports answer the questions practices actually ask, rather than a wall of dashboards to configure.
Honest scope
No custom report builder or BI connectors today — both on the roadmap. One-click CSV or Excel export covers deeper analysis for now.
04 · How to use it
A weekly scan that replaces the meeting.
Pick a date range once
Every report in the Activity, Revenue, and Patient A/R tabs updates to that window — last week, last month, last quarter, custom — while A/R views stay “as of today.”Track operations
Visit outcomes reports completion, no-shows, and cancellations by provider; Visit frequency shows intake-versus-follow-up cadence and provider mix.See the money
Revenue summary reports charged, collected, and outstanding with a monthly trend; Collections detail breaks down payment methods and a day-by-day trend.Watch receivables
Patient A/R aging buckets outstanding balances and denied claims by age, so you know what to chase first.Turn on Claims, then export
When the insurance flow is enabled, the Claims tab surfaces claim status. Export any section to CSV or Excel in one click.
“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.”
05 · 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.
Does Ona have practice financial reports?
Yes. The Revenue tab reports charged, collected, and outstanding amounts with a monthly trend, plus a Collections detail view by payment method — all built on live billing data and exportable to CSV or Excel.
Can I see revenue by payer in Ona?
The Revenue tab summarizes charged, collected, and outstanding across the practice, and the Claims tab (when insurance is enabled) surfaces claim status. There is no native by-payer chart today, but you can export any section and pivot by payer in a spreadsheet.
Is there an aging receivables dashboard?
Yes. The Patient A/R aging report buckets outstanding patient balances and denied claims by age, always shown as of today, so you can prioritize collections and follow-ups.
How fresh is the reporting 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.
Can I export reports or connect a BI tool?
Every section exports to CSV or Excel in one click. Direct BI connectors like Looker, Tableau, or Metabase, scheduled email reports, and a custom report builder are on Ona's roadmap, not available today.
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.