Powerful Reports for Data-Driven Decisions
80+ comprehensive reports to help you understand every aspect of your medical practice. From scheduling to financials, we've got you covered.
Sample Reports
See the quality and detail of our reports
Appointment Schedule Report
Track all appointments with patient and provider details
Balance Sheet
Complete financial position with assets and liabilities
Payments Report
Track all payment collections and transactions
Sales Report
Complete sales transaction history and analysis
Executive Dashboard
High-level practice performance overview
Income Statement
Revenue and expense summary for your practice
12 Report Categories
Everything you need to analyze and optimize your practice
Scheduler Reports
Track appointments and optimize your scheduling workflow
Appointment Schedule Report
View all scheduled appointments with detailed patient and provider information
Appointment Worksheet Report
Printable worksheets for daily appointment management
Appointment Status Report
Track appointment statuses and completion rates
Missed/Cancelled Appointments Report
Identify no-shows and cancellations to reduce revenue loss
Web Appointment Request Report
Track online appointment requests from your patient portal
Super Bill Reports
Streamline your billing documentation and coding
Super Bill Report
Print diagnosis and procedure codes for billing purposes
Super Bill Tally Report
Reconcile appointments with charges and review billing status
Super Bill Activity Report
Visit summary with financial info, procedures, and diagnosis
Patient Reports
Comprehensive patient information and statements
New Recall Report
Track patients due for follow-up appointments
Patient Statement(s) Report
Generate detailed patient billing statements
Patient Statement Summary Report
Summarized patient account statements
Patient Details Report
Complete patient demographic and contact information
Patient Charges/Payment History Report
Complete financial history for patients
Patient Visit Summary Report
Summary of all patient visits and encounters
Aging Reports
Track outstanding balances and accounts receivable
Summary-Insurance Aging Report
Overview of insurance outstanding balances by age
Detailed-Insurance Aging Report
Detailed insurance aging with line-item breakdowns
Summary-Patient Balance Aging Report
Overview of patient outstanding balances
Detailed-Patient Balance Aging Report
Detailed patient aging analysis
Insurance Balance Aging by Patient
Insurance aging organized by patient
A/R Aging Summary Report
Complete accounts receivable aging summary
Listing Reports
Patient and referral analytics
Referring Practitioner Patient Count Report
Track referral sources and patient counts
Patients by Insurance Count Report
Patient distribution by insurance type
New Patients Report
Track new patient acquisitions
Patients List By Branch Report
Patient distribution across locations
Patients Visit Count By Insurance Report
Visit frequency by insurance type
Patients Visit Count By Practitioner Report
Visit distribution by provider
Security Reports
Audit trails and user activity monitoring
Audit Trail
Complete log of all system activities and changes
Active Users Report
Track user logins and system access
Claims & Denials Reports
Insurance claims management and denial tracking
Claims Detail Report
Detailed information on all insurance claims
Denials Report
Track and analyze claim denials
Shortfalls Report
Identify underpayments from insurers
Claims Line Level Report
Line-by-line claim analysis
Dashboard Reports
Executive dashboards and visual analytics
Executive Dashboard
High-level practice performance overview
Billing Dashboard
Revenue and billing performance metrics
Monthly Analysis Report
Month-over-month performance analysis
Appointments Report
Visual appointment analytics
Visits Report
Patient visit trends and patterns
Charges & Payments Reports
Track revenue, charges, and payment collections
Charges By Provider Report
Charges breakdown by provider
Charges Billed By Month By Provider
Monthly billing by provider
Charges By Provider By Insurance
Provider charges by insurance type
Payments Report
Complete payments listing
Payments By Insurance Report
Insurance payment analysis
Procedure Productivity By Insurance
Procedure revenue by payer
Patient Payments Detailed Report
Detailed patient payment history
Payments By Payment Type Report
Payment method analysis
Payments By Referring Practitioner
Revenue by referral source
Summary - Encounter Line Activities
Encounter activity overview
Detailed - Encounter Line Activities
Detailed encounter breakdown
Financial Reports
Comprehensive financial analysis and accounting reports
System Financial Summary Report
Complete financial overview
Patients Financial Summary Report
Patient-level financial summary
Provider Productivity Report
Provider performance metrics
Monthly Activity Analysis Report
Month-by-month activity breakdown
Daily/Month End Close Report
Period closing reports
Key Financial Summary Metrics
Critical financial KPIs
Balance Sheet
Assets, liabilities, and equity
Trial Balance
Account balances verification
Income Statement
Revenue and expense summary
Ledger Report
General ledger transactions
Plus 15+ more financial reports including reconciliation, productivity analysis, and tax reports
Clinical Reports
Medical and clinical data analysis
EHR Visits-Superbill Reconciliation
Reconcile EHR visits with billing
Incomplete Patient Records Report
Identify missing documentation
Patient Critical Analysis Report
Critical patient metrics and alerts
Lab Order/Result Detailed Report
Laboratory orders and results tracking
Telemed Visit Count Report
Telehealth utilization metrics
Inventory Reports
Stock management, sales, and purchase tracking
Products Report
Complete product inventory listing
Top Selling Products Report
Best performing inventory items
Sales Report
Complete sales transaction history
Purchases Report
Purchase orders and history
Daily Sales Report
Day-by-day sales breakdown
Stock Report
Current inventory levels
Plus 13+ more inventory reports including returns, supplier analysis, and payment tracking
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