Customized Reporting

Customized Reporting

What Is Customized Reporting?

Customized Reporting means you get reports tailored to your unique needs. Whether you want to monitor how fast claims are processed, track denials, or analyze collections, we design reports that focus on your key performance indicators, not on filler data you don’t need.

Think of it like a smart dashboard built just for you, turning complex numbers into clear, useful insights.

What You Can Track with us

You get full visibility into your revenue cycle:

Claim aging and denial rates

Collections by insurance provider

Patient balance trends

Payment posting timelines

Productivity of billing staff

Reimbursement per procedure code

And much more, tailored to your metrics

Performance Indicators

Beginning Accounts Receivable – unpaid money owed by customers at the start of the month.

Charges – total number of money spent on goods and services for practice.

Volume – the total number of services billed or rendered.

Adjustments – generally insurance allowances accepted.

Payments – total payments from payers and from patients.

Collections – the total of previously unpaid money from customers, now paid.

Ending Accounts Receivable – end of the month total in unpaid money owed by customers.

Why Customized Reporting Matters

Stay Focused on What Counts See only the data that drives decisions, so you’re not wasting time sorting through irrelevant information.

Spot Issues Early Real-time trends and alerts help you catch potential problems before they affect your cash flow.

Track Goals & Growth Keep tabs on how your practice is performing, month-to-month, payer-by-payer, or procedure-by-procedure.

Work Smarter, Not Harder Automated, scheduled reports save you time and eliminate manual guesswork.

Drive Accountability Clear visibility into performance helps teams take ownership and improve outcomes.

How We Make It Simple:

Easy-to-Use Dashboards Access real-time stats with a few clicks—no spreadsheets, no stress.

Scheduled Report Delivery Get automatic email reports daily, weekly, or monthly—your call.

Visual Analytics Graphs, heat maps, and smart visuals help you spot trends and take action faster.

Secure and HIPAA-Compliant Your data is always protected, encrypted, and handled with the utmost care.