The Collections Analysis Report displays practice collections by date or date range, provider, office, or claim type.
Once you select the report parameters, a graph will generate that will show Gross and Net figures. The graph can be expanded/maximized by clicking on the arrow icon in the top right corner.
The three horizontal dots will allow the user to view summary data, export the file to CSV, or add a financial forecast. There are also options to maximize the screen (horizontal arrows), drill up to top from date (up arrow with line), drill up from date (up arrow), and drill down from date (down arrow).
Below the graph, a table will show an overview of the financials including, Month/Date, Total Charges, Insurance Payments, Patient Payments, Contractual Adjustment, Other Adjustment, Gross percentage and Net percentage.
