Enhanced Billing Reports

Enhanced billing reports

DrChrono now offers enhanced versions of the Financial Transaction, Aging A/R Analysis, and Product / Procedure reports. The enhanced reports include improved filtering, drill-down, scheduling, and export capabilities and are available alongside the existing report versions.

What's included

Save filters and views

You can apply filters to a report and save your filter selections as a named view for quicker access later. Saved views let you return to a commonly used filter configuration without reconfiguring your filters each time.

Schedule reports

You can schedule a report to run automatically at a set time. The report output is delivered to you as an email attachment.

Explore underlying data

The enhanced reports let you drill into the records behind your report results. Select Show Underlying Data to:

• Review the records that make up the report output.

• Apply additional filters to narrow results.

• Add columns that are not shown in the default report view.

• Export the data for further analysis.

Phase 1 reports

The following reports are part of the initial rollout:

• Financial Transaction

• Aging A/R Analysis

• Product / Procedure

Phase 2 reports

Enhanced versions of the following reports will be available from Oct 15, 2026

Billing

• Underpaid Items

• Billing Summary

• PLB Reporting

Reports

• Patient Insurance Authorization

Billing Intelligence

• Denial Analysis

• Insurance Payer Mix Report

• Insurance Submission Report

• Payment Waterfall Report

• Rejection Analysis

• Collection Analysis

• Charge Lag Report

• Reimbursement Analysis

• Charge Analysis

• Code Analysis

• Appointment Analysis

Practice Intelligence

• Utilization Analysis

• Patient Analysis

Rollout timeline

Get help

If you experience issues, see unexpected results, or have questions about the enhanced reports, contact Support with the report name and details about the issue.