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.
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.
In the top right corner of the table, additional options are available. The report can be maximized, sorted by specified column, or exported to CSV or MS Excel.
