Reporting & Analytics

Reporting & Analytics

An entirely new way to measure, manage & control financial performance.


In seconds, get the right data & understand that data through elegant & meaningful reports & dashboards.


Quickly build & customize reports for greater visibility into your financial situation.


Easily understand any aspect of your financial performance: payer mix, A/R trends, CPT reporting, productivity trending, reimbursement analysis, referring providers & more.


Private practices can make informed financial decisions based on accurate, real-time data to gain a 360-degree view of their financial health. The AdvancedInsight dashboard is an easy-to-read interactive tool & is updated daily with MTD, YTD & period comparisons.

With AdvancedInsight you can take advantage of big data technology, analytics & business intelligence to uncover hidden revenue opportunities

See how easily you can improve your practice.


A consolidated view gives an easy reference of your overall financial health. Here you can easily see all your key financial metrics such as charges, encounters, top carriers, aging accounts and A/R trending.


Collections Ratio Summary

This report calculates your collections ratio month over month for the past 12 months. You can see charges, payments, adjustments as well as gross and net collection ratios. This is a helpful tool to evaluate how much you are collecting verses billing.

Provider Productivity Report

When you have multiple providers, understanding the productivity (and revenue) of each is helpful to know top E&M codes, RVUs, encounters and top procedures. You can easily evaluate the value that each provider contributes towards your overall revenue.