Financial Dashboard: Practice Summary

Version 20.13
This content is intended for use by OP RCM Clients only.

Path: Tools tab > Financial Dashboards button > Practice Summary
Charges, Payments, and Adjustments by Month
Sick vs Well
Type of report: Bar-graph
Displays: All Charges, Payments, and Adjustments for the date range and filters selected
Uses: Posting Date
Levels:
• Month(s)
• Month - Payer(s)
• Month- Payer - Provider(s)
Type of report: Pie chart
Displays: Sick charges (CPTs 99201-99205 and 99211-99215) and Well charges (CPTs 99381-99389-99391-99395)
Levels:
• % of Sick / % of Well
• [Sick or Well] - Years
• [Sick or Well] - Year - Month(s)
• [Sick or Well] - Year - Month - Payer(s)
• [Sick or Well] - Year - Month - Payer - Provider(s)

Version 20.12
This content is intended for use by OP RCM Clients only.

Path: Tools tab > Financial Dashboards button > Practice Summary A or Practice Summary B
Charges, Payments, and Adjustments

Click images to enlarge

Practice Summary A
Practice Summary B
Type of report: Plot-graph
Displays: All Charges, Payments, and Adjustments for the date range and filters selected
Uses: Posting Date
Levels:
• Month(s)
• Month - Payer(s)
• Month- Payer - Provider(s)

Type of report: Bar-graph
Displays: All Charges, Payments, and Adjustments for the date range and filters selected
Uses: Posting Date
Levels:
• Month(s)
• Month - Payer(s)
• Month- Payer - Provider(s)
Sick vs Well

Click image to enlarge

Type of report: Pie chart
Displays: Sick charges (CPTs 99201-99205 and 99211-99215) and Well charges (CPTs 99381-99389-99391-99395)
Levels:
• % of Sick / % of Well
• [Sick or Well] - Years
• [Sick or Well] - Year - Month(s)
• [Sick or Well] - Year - Month - Payer(s)
• [Sick or Well] - Year - Month - Payer - Provider(s)