Reporting Overview for Solo Practitioners
Financial reports
- Income by clinician
- Aging report
- Outstanding claims
- All transactions report
- Services not submitted to insurance
- Roster with payer info report
- Telehealth vs In-person
- Accounts receivables
- Clinical care hours scheduled per week
- CPT code by payer
- CPT code by clinician
- Denied claims by payer
- Invalid credit cards
Quality of Care reports
- Overdue tasks report
- Unsigned notes report
- Measurement-based care metrics by clinician vs practice average
- Measurement-based care metrics by clinician by chart