| Instructions | This article presents all of the reports in the Reports Reporting Suite, separated by report type, and includes a brief description and the data source and/or purpose of each report. Report Types and Report Names - Part 1 starts this article and Part 3 continues this article.
 = Also an Enterprise Report
Demographics
| Report Type | Report Name | Description |
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| Demographics | Billing Providers | Description: View and print billing provider details.
Data source/Report purpose: Report details can be matched to the Administration: Provider Maintenance page. Report data may take up to one hour to refresh. | | Demographics | Guarantor | Description: Analyze guarantor demographic information (e.g., name, address, date of birth, etc.).
Data source/Report purpose: Use this demographic report to review guarantor information. Report data may take up to one hour to refresh. | | Demographics | Insurance | Description: Analyze insurance information (e.g., primary, secondary, insured ID, etc.).
Data source/Report purpose: Use this demographic report to review active insurance information. Report data may take up to one hour to refresh. | | Demographics | Locations | Description: View and print location details.
Data source/Report purpose: Report details can be matched to the Administration: Locations page. Report data may take up to one hour to refresh. | | Demographics | Patient | Description: Analyze patient demographic information (e.g., name, address, date of birth, etc.).
Data source/Report purpose: Use this demographic report to review patient information. Report data may take up to one hour to refresh. | | Demographics | Patient Financial History | Description: Export a formatted review of patient demographics, payments, and charge activity.
Data source/Report purpose: A combination report that pulls information from demographics, payments, and charges to provide the patient's financial history for a specific date range. Dates are exported by the service date of the charges and the payment date of the payments. Report data may take up to one hour to refresh. | | Demographics | Patient, Insurance, Guarantor – Analysis Grid | Description: Analyze patient, insurance, and guarantor demographic information.
Data source/Report purpose: Use this demographic report to review patient, insurance, and guarantor information. Report data may take up to one hour to refresh. | | Demographics | Prior Authorization – Analysis Grid | Description: Analyze prior authorization details (e.g., dates, authorization limitations, remaining, etc.).
Data source/Report purpose: Use this report to manage prior authorizations added in Authorizations on the Registration page. See which authorizations are expiring soon. Report data may take up to one hour to refresh. | | Demographics | Referral Source – Analysis Grid | Description: Analyze other referral source details (e.g., first visit, other referral source, notes, etc.).
Data source/Report purpose: Use this report to manage other referral sources added in Associations on the Registration page. Track marketing programs used to get new patients. Report data may take up to one hour to refresh. | | Demographics | Referring Provider Visits – Analysis Grid | Description: Analyze referring provider details by patient date of service.
Data source/Report purpose: Use this report to send referring provider thank you letters. Report data may take up to one hour to refresh. | | Demographics | Rendering Providers | Description: View and print rendering provider details.
Data source/Report purpose: Report details can be matched to the Administration: Provider Maintenance page. Report data may take up to one hour to refresh. |
Payment
| Report Type | Report Name | Description |
|---|
| Payment | Credit Card Transactions – Analysis Grid | Description: Analyze and balance electronic credit card transactions.
Data source/Report purpose: Use this payment-based report to balance electronic credit card transactions. Report data may take up to one hour to refresh. | | Payment | Daily Payment – Analysis Grid | Description: Detailed real-time report of the current day's posted payments.
Data source/Report purpose: Use this payment-based report to balance patient payments collected by user ID or date. This is the recommended report to balance over-the-counter payments collected at the time of service. Report data is real-time. | | Payment | Deposits and Unapplied | Description: Review applied versus unapplied amounts for payments posted.
Data source/Report purpose: Use this payment-based report to evaluate whether the practice efficiently applies payments. Report data is updated daily at 11:59 PM PT. | | Payment | Patient Credit – Analysis Grid | Description: View demographic information and patient credit amounts.
Data source/Report purpose: Shows payments marked as a credit. Use the combined demographic details to send patient refunds. Report data may take up to one hour to refresh. | | Payment | Patient Payments – Analysis Grid | Description: Analyze and balance patient payment details (e.g., dates, payment method, and collected amount).
Data source/Report purpose: Use this payment-based report to balance patient payments collected by user ID or date. This is the recommended report to balance over-the-counter payments collected at the time of service. Report data may take up to one hour to refresh. | | Payment | Payment Level Adjustment – Analysis Grid | Description: Analyze payment-level adjustments (e.g., overpayment recovery, interest owed, etc.).
Data source/Report purpose: Use this payment-based report to analyze payment-level adjustment details. Report data may take up to one hour to refresh. | | Payment | Payment Summary by Created Date – Analysis Grid | Description: Analyze payment amounts grouped by created date (e.g., cash, check, credit card, etc.).
Data source/Report purpose: Use this summary payment-based report to quickly balance cash, checks, credit card, etc. by created date. Report data may take up to one hour to refresh. | | Payment | Payment Summary by Deposit Date – Analysis Grid | Description: Analyze payment amounts grouped by deposit date (e.g., cash, check, credit card, etc.).
Data source/Report purpose: Use this summary payment-based report to quickly balance cash, checks, credit card, etc. by deposit date. Report data may take up to one hour to refresh. | | Payment | Payment Summary by Payment Date – Analysis Grid | Description: Analyze payment amounts grouped by payment date (e.g., cash, check, credit card, etc.).
Data source/Report purpose: Use this summary payment-based report to quickly balance cash, checks, credit card, etc. by payment date. Report data may take up to one hour to refresh. | | Payment | Payments – Analysis Grid | Analyze and balance payment details (e.g., dates, payment method, and collected amount).
Data source/Report purpose: Use this payment-based report to balance all payments collected to the bank account. Report data may take up to one hour to refresh. | | Payment | Payments by Provider | Description: View and balance payments by payment provider (e.g., dates, method, collected amount).
Data source/Report purpose: Use this payment-based report to balance all payments collected to the bank account. The provider is reported from the provider field on the payment posting page. Report data may take up to one hour to refresh. | | Payment | Payments by User | Description: View and balance payments by user (e.g., dates, method, collected amount).
Data source/Report purpose: Use this payment-based report to balance all payments collected to the bank account. Report data may take up to one hour to refresh. | | Payment | Refund – Analysis Grid | Description: Analyze refunds at the payment level.
Data source/Report purpose: Use this payment-based report to track refunds. Report data may take up to one hour to refresh. | | Payment | Voided Unapplied Balance – Analysis Grid | Description: Analyze payments that had an unapplied balance voided.
Data source/Report purpose: Use this payment-based report to track payments where the unapplied balance was voided. Report data may take up to one hour to refresh. |
Practice Performance
| Report Type | Report Name | Description |
|---|
| Practice Performance | Denials | Description: Review denials data based on ERA adjustment reason codes. These codes have been mapped to denial categories by our billing team.
Data source/Report purpose: The payer must mark the ERA as denied in the adjudication status. The ERA 835 file is consumed, snapshotted, and aggregated to the historical data on a daily basis. This report is designed for analytical trending purposes and not meant to be a worklist. Historical time periods do not change regardless of the activity performed to the ERA. Report data is updated daily at 11:59 PM PT. | | Practice Performance | Goals | Description: Compare monthly transactions (e.g., charge, adjustment, payment, appointments) to created goals or prior month averages. The currency transactions are reported by ledger date in the closed month. Reporting data is updated at the end of the previous day.
Data source/Report purpose: This report is available on the 1st of each month, providing a monthly snapshot of the data. A number of the metrics are automatically updated to account for changes after the initial snapshot. These updates occur daily, weekly, and monthly for the prior two periods. Important transactions are presented in a more granular manner (e.g., self-pay charges and contractual versus noncontractual adjustments). Report data is updated daily at 11:59 PM PT. | | Practice Performance | Location Month End Performance – Analysis Grid | Description: Review important key performance indicators (KPIs) on a monthly basis. These KPIs include days in AR, charges, adjustments, and payments.
Data source/Report purpose: This report is available on the 1st of each month, providing a monthly snapshot of the data. A number of the metrics are automatically updated to account for changes after the initial snapshot. These updates occur daily, weekly, and monthly for the prior two periods. Important transactions are presented in a more granular manner (e.g., self-pay charges and contractual versus noncontractual adjustments). Report data is updated daily at 11:59 PM PT and monthly. | | Practice Performance | Monthly Financial Summary – Analysis Grid | Description: Review important financial values by provider (e.g., charge, payment, adjustment) using a custom date span. This report is designed to provide monthly financial accounting data.
Data source/Report purpose: This report combines transaction, payment, and charge data. For details regarding how the date span applies to each column, refer to the report details table in the Monthly Financial Summary knowledge article. Report data is updated daily at 11:59 PM PT. | | Practice Performance | Payer Month End Performance – Analysis Grid | Description: Review important key performance indicators (KPIs) on a monthly basis. These KPIs include days in AR, charges, adjustments, and payments.
Data source/Report purpose: This report is available on the 1st of each month, providing a monthly snapshot of the data. A number of the metrics are automatically updated to account for changes after the initial snapshot. These updates occur daily, weekly, and monthly for the prior two periods. Important transactions are presented in a more granular manner (e.g., self-pay charges and contractual versus noncontractual adjustments). Report data is updated daily at 11:59 PM PT and monthly. | | Practice Performance | Practice Month End Performance | Description: Review important key performance indicators (KPIs) on a monthly basis. These KPIs include days in AR, charges, adjustments, and payments.
Data source/Report purpose: This report is available on the 1st of each month, providing a monthly snapshot of the data. A number of the metrics are automatically updated to account for changes after the initial snapshot. These updates occur daily, weekly, and monthly for the prior two periods. Important transactions are presented in a more granular manner (e.g., self-pay charges and contractual versus noncontractual adjustments). Report data is updated daily at 11:59 PM PT and monthly. | | Practice Performance | Provider Month End Performance – Analysis Grid | Description: Review important key performance indicators (KPIs) on a monthly basis. These KPIs include days in AR, charges, adjustments, and payments.
Data source/Report purpose: This report is available on the 1st of each month, providing a monthly snapshot of the data. A number of the metrics are automatically updated to account for changes after the initial snapshot. These updates occur daily, weekly, and monthly for the prior two periods. Important transactions are presented in a more granular manner (e.g., self-pay charges and contractual versus noncontractual adjustments). Report data is updated daily at 11:59 PM PT and monthly. | | Practice Performance | Rejections | Description: Review rejection data based on the claim status code. Claim status codes are mapped to a rejection category by our billing team.
Data source/Report purpose: Claim status codes are returned to us from the payer in a 277 file. The 277 file is consumed, snapshotted, and aggregated to the historical data on a daily basis. This report is designed for analytical trending purposes and is not meant to be a worklist. Historical time periods do not change regardless of the activity performed to the claim. Report data is updated daily at 11:59 PM PT. | | Practice Performance | User Productivity – Analysis Grid | Description: Review user productivity (e.g., charge, adjustment, payment, appointments) across a period of time.
Data source/Report purpose: Reports user productivity by created date. Compare user productivity in a chart using the analysis grid tools. Report data is updated daily at 11:59 PM PT. |
See Also:
Report Types and Report Names - Part 1
Report Types and Report Names - Part 3
Reports Article Index
Reports Reporting Suite
Reports Reporting Suite Data
Last Updated: 4/20/25 |
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