Analytics

Where the money is and what needs attention, before you open a single claim.

Who Can See It

User, Manager and Administrator, where reporting access is granted.

The Catalog

Analytics opens on a catalog of the reports available for this client, not on a dashboard of its own - the KPI strip and claim-status chart live on the Dashboard.

Column	What it shows
Report	The report name and what it answers
Last Run	When it was last run, or a dash
Schedule	Whether it runs on a timer

Thirteen reports is more than a screenful, so the catalog searches by name.

Reports

Report	What it answers
Practice Overview	Headline figures against the previous period, over the trend, the top denials, the A/R aging and the payer breakdown behind them
A/R Aging	What is outstanding, bucketed by age, aged from the date of service
Denial Analysis	CARC frequency and dollars by reason code - the top 25 by adjusted dollars
Work Throughput	Completed and skipped work items per person, with handle and wait times
Payer Scorecard	Claims, charges, payments and denial dollars per payer - the document a renegotiation is argued from
Claim Lifecycle	How long claims sit in each status before moving on, median and 90th percentile per transition
Time to Remittance	Median days from submission to the payer’s first response, and to payment
CPT Utilization	The most-billed procedure codes by charges and volume - the top 25
Diagnosis Utilization	The same for diagnosis codes
Rework & Reverts	Claims sent back to Draft after review, against claims released - the rework rate
Clean Claim Rate	Claims that passed every edit the first time they were reviewed, against claims reviewed
Month-End Financial Summary	The ledger roll-forward - opening A/R, charges, payments and adjustments closing to ending A/R - with collection rates and days in A/R
Collections Statement	Cash posted in the period, split between insurance and patient, beside the claims submitted in it

Opening a report runs it, and it re-runs as you adjust its parameters. Run Now on a catalog row runs one without opening it.

Practice Overview is the exception: it is a screen rather than a report, so it has no Run Now, no download and no schedule. Opening it goes to the overview instead.

The Practice Overview

Six figures for the period, each shown against the same length of time before it, so the number carries a direction rather than sitting alone.

Figure	What it counts
Charges	What was billed
Payments	What was collected
Denial rate	The share of claims denied
Median days to remit	How long the payers took
Rework rate	Claims sent back to Draft after review
Open A/R	What is still outstanding

Beneath them sit three bands: Charges, payments & denied dollars over time, Top denial reasons by CARC and adjusted dollars, and a breakdown by whichever dimension you choose.

Three controls run the page: a Date range, Group trend by (Day, Week, Month or Year) and Break down by.

The Report Viewer

Opening a report runs it and shows the result.

Each report takes its own parameters, so the bar above the result differs.

Parameter	Which reports take it
A date range	Every report except A/R Aging, which has no window - it reports what is outstanding now
Buckets	A/R Aging only. Presets are offered, and the edges can be changed for a one-off view
Group by	Time to Remittance, Rework & Reverts, Clean Claim Rate and Month-End Financial Summary, as Day, Week, Month or Year
Break down by	Payer Scorecard and Collections Statement, as Payer, Payer group, Payer type, Plan, Provider or Location

Above the table sits a band summarising the result - the aging split, or the top offenders - and beneath it the rows themselves.

Changing a parameter re-runs the report. Refresh report runs it again without changing anything, and the header carries the time it was generated.

Actions

Action	What it does	When it is greyed
Run Now	Runs the report from the catalog	While another report is running
Schedule…	Puts the report on a timer	Shown only to those who can schedule
Download CSV	Downloads the last result	Until a run has succeeded
Download XLSX	The same as a spreadsheet	Until a run has succeeded
Download PDF	The same as a document, laid out to print	Until a run has succeeded

States

• Empty - a client with no claims shows zeroed KPIs and empty charts rather than blank panels.
• No rows in this period suggests widening the date range or changing the parameters.
• Couldn’t run this report if the run itself failed.
• This report doesn’t exist for an unknown report.
• Blocked - without reporting access the screen is not in the sidebar, and a saved link to it says so.

Related: Dashboard · Claims · Insurance Plans