Analytics
Collection reports
Seven fixed report types, each run for a date range and exportable to CSV or Excel. They run in the client portal and, for Supervisors and Administrators, on the staff Reports screens; Agents are refused.
Written for: Revenue cycle managers · Client-portal users · Finance
Report types
| Field or control | What it means |
|---|---|
| Aging Summary | Current open balances by aging bucket (0-30, 31-60, 61-90, 91-120, 121+), with account counts and each bucket's share; accounts not yet aged get their own row. It shows balances today, whatever range you pick. |
| Collections Summary | Total collected (net of refunds and reversals) with the change against the previous period of the same length, payment count, contact attempts and accounts resolved. |
| Claims Status | Claims by status, with billed, paid and billed-minus-paid amounts. |
| Denials Summary | Denied claims by denial code and category, with amounts and the appeal rate. |
| Payment Plan Performance | Payment plans by status, with amounts, collected and the on-time instalment rate. |
| Account Status Report | A list of accounts with an open balance that were updated in the range, largest balance first, with aging and status (up to 1,000 rows). |
| Payment History | Individual payments, refunds and reversals in the range from the payment ledger, newest first (up to 1,000 rows). |
Running and exporting a report
Client portal → Reports
- Choose a report type.
- Choose a range: the last 7 days, 30 days, 90 days or 12 months, counted back from today. The staff Reports screens also offer a custom date range.
- Generate the report and review it on screen. Where a row is a total, open its source records to see the accounts, claims, plans or payments behind it.
- Export it as CSV or Excel (XLSX).
Every report generation and every export is written to the audit log. Exports are built on the server from your records, not from what is on screen, and include the period, an as-of time and a summary.
Enterprise reporting snapshots
Sidebar → Enterprise → Reporting
Supervisors and administrators can create report snapshots here. The New Report list offers the four types that produce data - Executive Summary, Collections Detail, Aging Analysis and Recovery Rate - and any other type is refused when saved. A snapshot is generated at once, inside the request, and is marked Completed or Failed.
| Field or control | What it means |
|---|---|
| Adjustments and write-offs | Approved adjustments created in the period, excluding reversals. Write-offs are the Write-off adjustment type; every other type counts as an adjustment. |
| Days to collect | Average and median days from an account's placement to each payment received in the period, from the payment ledger. |
| Insurance and self-pay collections | Payments received in the period, split by whether the payer was an insurer or the patient. |
| Recovery rate | Collections over placements. With nothing placed in a period there is no rate. |
Where no metrics have been calculated, or a rate has nothing to divide by, the page shows Not available rather than 0. Refreshing the organisation-wide metrics updates the period's figures in place instead of adding another row.
Not available
There is no PDF export and no report builder. Scheduled delivery is by email only and needs an email provider - see report scheduling. The older staff-layout reports page at /client-portal/reports has been removed; client users use Client portal → Reports.