Reading reports

Reports turn the day-to-day data — visits, invoices, claims — into a view of how the practice is doing. Go to Reports in the left sidebar for "operational and financial insights".

The four report groups

Tabs across the top switch between groups:

• Activity — visit operations. Includes Visit outcomes (completion, no-shows, cancellations by provider) and Visit frequency (intake vs. follow-up cadence and provider mix).
• Revenue — money earned over the period.
• Patient A/R — accounts receivable: what patients owe, and how aged the balances are.
• Claims — insurance claim performance: submitted, accepted, rejected, paid.

Time window and export

The control in the top right sets the period, e.g. Last 30 days. Every report has its own Export button for pulling the underlying data out — into a spreadsheet, an accountant's hands, or a board pack.

Always check the time window before reading a figure. "No-shows: 0" over the last 7 days and over the last quarter mean very different things, and the window is easy to overlook.

Reading each group

Activity answers whether the schedule is running well. A rising no-show rate for one provider, or a drop in follow-up cadence, shows up here before it shows up in revenue.

Revenue and Patient A/R are two halves of the money picture: Revenue is what you earned, A/R is what you're still owed. A healthy Revenue number with a growing A/R means you're billing but not collecting — worth catching early.

Claims is the insurance view. A rising rejection share points back at the billing rules and clearinghouse setup (Billing rules and claim scrubbing), and the specific reasons live on each claim's History tab (The claims queue).

Where the numbers come from

Reports don't hold their own data — they aggregate what's recorded elsewhere. Visit outcomes reflect the status you set on each visit; A/R reflects invoices; Claims reflects the claims queue. If a report looks wrong, the fix is usually upstream: a visit left in the wrong status, or an invoice never marked paid. Accurate reports are a byproduct of keeping those records current.