When to Use this Report

Use this dashboard to get a comprehensive overview of financial metrics by Payer, CPT Category, and CPT code. It provides detailed breakdowns of charges, payments, and adjustments, enabling providers to identify trends and optimize revenue cycle management.

The dashboard also includes payer mix analysis and the number of patients per payer, offering valuable insights into revenue distribution and patient volume, helping providers make informed decisions for better financial performance. Excludes Self Payer Payer and patient payment and adjustments.

Qualifications/Best Practices

In order for the Payer Contract tile to pull accurately, your practice must use Insurance Contracts and associate them with your payers.

About Payer Analysis

Payer Analysis Summary Filters

Number	Section	Description
1	Date of Service	Use this filter to select the date(s) you wish to search based on the date of service. See the Dates section of the Filter Tutorial article for the different selections.
2	Posted Date	Use this filter to select the date(s) you wish to search based on the posted date. See the Dates section of the Filter Tutorial article for the different selections.
3	Payer	Use this filter to select the Payer(s) associated transactions.
4	Provider	Use this filter to select a provider(s) associated with the transactions.
5	Location	Use this filter to select the Location(s) of the associated transactions.

Payer Analysis Dashboards Overview

Payer Charges, Payments, & Adjustments

Type of report: Summary Detailed Report
Displays: This will show the charges, payments and adjustments at the payer level.

Details:

• Expand to see the specific CPT codes.

Charges, Payments & Adjustments by Payer	# of Claims Per Payer
Type of report: Bar-graph Displays: This will show a visual format of the charges, payments, and adjustments for each payer. Details: Hover over each of Charges, Payments and Adjustments bars to view specific details.	Type of report: Bar Graph Displays: This will show a claim count for each payer. Details: Hover over each of the bars for specific number of claims.

Payer Mix	Payers Contracts
Type of report: Bar Graph Displays: This will show a mix of your payers and the percentage based on claims/charges under that payer. Details: View by Payer or by Claim Filing Type.	Type of report: Line Chart Displays: This will show you all payers with and without a contract. Details: Shows total number of payers in the center.