Accounts Receivable Reports

• How much is owed to the practice from insurance companies?

• How much is owed to the practice from responsible parties?

• Are there claims over 60 days old?

• Are there any unapplied amounts?

• Which report can be provided to an accountant to reconcile transactions between two AR dates?

Appointments Reports

• Who is scheduled to be seen tomorrow?

• How many cancellations and no-shows occurred last month?

Insurance Reports

• Which payer is billed the most during the month?

• Which payer paid the most last year?

• Who is paying the most for a specific procedure?

Charge Reports

• What types of procedures were performed last month?

• How do this month’s charges compare with last month?

Collection Reports

• How much money was collected last month and who made the payments?

• How much was deposited into the bank each day?

• How much did each doctor in the practice collect last month?

• How does this month’s collection compare with prior months?

Referrals Reports

• Which doctors are referring the most business?

Other Reports

• Daily Report: Overview of daily activities and transactions.

• Monthly Reports: Summary of monthly data and trends.

• Ledger Information: Detailed ledger entries and balances.