User Guide
Reports
ArkCloud RCM has a small set of standard reports and several analytics dashboards. This page lists them, says who can run them, and is plain about what does not work yet.
Written for: Supervisors · Administrators · Client users
The Reports & Analytics screen
ArkCloud RCM → Analytics → Reports
| Field or control | What it means |
|---|---|
| Daily Collection Summary | Collections activity summary. |
| Aging Analysis | Balances by aging bucket. |
| Agent Performance Scorecard | Currently returns the same data as Daily Collection Summary. |
| Payment Plan Analysis | Payment plan performance. |
| Claims Status Report | Claims by status. |
| Denials Summary | Denied claims. |
| Account Status Report | Accounts by status. |
| Payment History | Payments over the period. |
Choose a date range (last week, month, quarter, year, or a custom range), run the report, then download it as CSV or Excel (XLSX). There is no PDF output.
A report card shows "Last scheduled run" when a saved schedule has completed that report. Reports you run by hand from the card are not recorded there. Saved schedules are listed separately (see below).
Scheduled reports
Dashboards
| Field or control | What it means |
|---|---|
| Dashboard | My Work → Dashboard. Your day's activity and queue summary. |
| Analytics Dashboard | Analytics → Analytics Dashboard. |
| Insights | Leadership Analytics → Insights. |
| Forecast | Leadership Analytics → Forecast. |
| Executive Dashboard | Leadership Analytics → Executive. |
| Supervisor | Management → Supervisor. |
| Enterprise overview and Financial Reporting | Enterprise → Overview and Enterprise → Reporting. Financial Reporting can save a report definition of one of four types (Executive Summary, Collections Detail, Aging Analysis, Recovery Rate) and produce a month-to-date snapshot; a figure with nothing calculated behind it shows Not available rather than 0. It needs the view_reports permission (Supervisor and Admin). |
Custom reports
There is no report builder. The nearest thing is Enterprise → Reporting, where a report definition has a name, one of four fixed types and a description only.
Export formats
CSV and Excel (XLSX, with a data sheet and a summary sheet). The Accounts list also exports CSV. See patient accounts.