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Financial Analytics (PA): Appointment Analysis
This dashboard allows you to view details and monthly recaps of appointments and their status.
Financial Analytics (PA): CPT Analysis
Version 21.3
Path: Tools tab > Reporting button > Financial Analytics > CPT Analysis
When to Use this Report
Use this dashboard to review Charges, Payments, and Adjustments at the CPT level. You can see your Gross C...
Financial Analytics (PA): Patient Demographics
This Financial Analytics Dashboard provides insight into your patient information.
Financial Analytics (PA): Vaccine Analysis
Use this dashboard to view all your vaccine charges, vaccine payments, administration charges, and administration payment details for vaccines administered in your practice.
Financial Analytics (PA): Charges, Payments and Adjustments
Use this dashboard to view Charges, Payments, and Adjustment Trends over current month/year and prior.
Financial Analytics (PA): KPI Summary
Use this dashboard to view Key Performance Indicators and trends for your practice.
Financial Analytics (PA): Patient A/R Summary & Worklist
Use this dashboard to work your outstanding patient A/R.
Financial Analytics (PA): Provider Financial Analysis
Use this dashboard as a provider comparison based on charges and payments, including total patient and claim counts.
Financial Analytics (PA): Provider Schedule Analysis
Use this dashboard to compare your providers' schedules, including appointment types, duration, statuses, and slot usage.