Version 21.3

Path: Tools tab > Reporting button > Financial Analytics > Provider Financial Analysis

When to Use this Report

Use this dashboard as a provider comparison  based on charges and payments, including total patient and claim counts. It features claim trends and a detailed breakdown of payments and adjustments by date range.

About Provider Financial Analysis

Filters

You can filter this report by Location and/or by Provider by selecting from the drop-downs. You can click the filter icon within each tile to filter differently.

Provider Financial Analysis Dashboards Overview

Provider Charge and Payment Trends

Type of report: Detailed Report Displays: Shows a month over month provider comparison of patients seen, Claims Created, Charges, Payments, Adjustments, Net, GCR (Gross Collection Rate), and NCR (Net Collection Rate). Details: • Expand each month in the Account Period column to see the details for each provider.

Provider Claim Trends

Type of report: Line Graph Displays: Shows the providers claim count, average charges, and average payments for the last 6 months. Details: • Hover over each of the points to see the detailed claim count, average charges, and average payment for each provider.

Provider Charges Trends	Provider Payment Trends
Type of report: Summary Detailed Report Displays: Shows providers current Month-to-Date charges compared to last months charges, current Year-to-Date charges compared to last years charges. Summary:  The Totals for each column are listed along the bottom.	Type of report: Summary Detailed Report Displays: Shows providers current Month-to-Date payments compared to last months payments, current Year-to-Datepayments compared to last years payments. Summary:  The Totals for each column are listed along the bottom.