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 - day-to-day work lives on the Dashboard.

Column	What it shows
Report	The report name and what it answers
Last Run	How long ago it last ran, such as “5 minutes ago”, or “just now” within the first minute. It keeps counting while the screen is open. A failed run reads Failed before the time; a report never run shows a dash
Schedule	Whether it runs on a timer. On a narrow screen it folds into a second line under the report name

Fourteen reports and the overview are 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 on claims, bucketed by age, aged from the date of service. Charges on a patient’s account rather than a claim are left out. Party narrows it to insurance or patient balances, and an Insurance A/R by Payer breakdown splits the insurance share by payer
Denial Analysis	Denial CARCs by frequency and dollars - the top 25 by adjusted dollars, for the remittances your practice received in the window. Only reason codes the catalog classifies as a denial are counted, so contractual write-offs and the patient’s share are left out, and a reason code the catalog has not classified appears nowhere on the report. A denial closed as Combined Into Another Claim or returned to the payer is left out once that decision is completed
Work Throughput	Completed and skipped work items per person, with handle and wait times
Payer Scorecard	Claims, charges, payments and denial dollars, broken down by payer, plan, payer type, payer group, location or provider - the document a renegotiation is argued from. Denials closed as Combined Into Another Claim or returned to the payer are not counted against the payer once completed
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 day your practice received 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 plus Charges, less Payments, Contractual Adj. and Write-Offs, plus Refunds, comes to Closing A/R for every period - with collection rates net of refunds and days in A/R, for the whole practice or for chosen locations and payers. Charges and payments on a patient’s account belong to no location or payer, so only the whole-practice run counts them. Write-Offs holds every write-off on insurance and patient balances, whatever its reason, Contractual included. Write-offs are not taken off charges when the net collection rate is worked out - only contractual adjustments are. Contractual Adj. includes Claim Combined entries
Collections Statement	Cash posted in the period net of refunds, split between insurance and patient, beside the claims submitted in it. Money on a patient’s account rather than a claim reads as Patient account
Balance Drift	Claims whose stored balance or insurance paid disagrees with the ledger it is computed from. No rows means every claim matches its ledger
Open Work by Age	Work items not yet completed, per queue type, in 0-2, 3-7, 8-14 and 15+ day buckets, with Open, Of Which Skipped, Deferred and Oldest, and a Total row. Open counts queued, in-progress and skipped items; deferred items are waiting for their return date. Queues With Open Work lists each queue, oldest first, and selecting one opens it sorted Oldest First. That list is not in the downloads

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

Eight figures for the period, each shown against the same length of time before it, so the number carries a direction rather than sitting alone. The money sits on the top row, the rates and timings beneath it. The header notes that charges and payments count the claims submitted in the range, unlike the cash-basis Month-End Financial Summary.

Figure	What it counts
Charges	What was billed. An encounter’s charge counts once: when a balance moves on to a secondary claim, the secondary’s charge is not added again
Paid to Date	What the claims submitted in the range have collected so far, whenever the money posted. The Month-End Financial Summary counts payments by the day they posted instead, so its figure for a month differs
Denied	The dollars payers adjusted away as denials
Open A/R	What is still outstanding
Denial rate	The share of claims carrying at least one denial adjustment
Rework rate	Claims sent back to Draft after review
Claim to remittance	The share of claims filed in the period that have an answer back
Median days to remit	How long the payers took to answer the ones that answered

The last two are a pair. Median days to remit only counts claims a payer has answered, so a quiet month can still look fast; Claim to remittance is how many were answered at all.

Denial rate counts a claim that carries any denial adjustment, including one the payer part-paid, so it runs higher than the number of claims sitting in the Denied status on Claims. The two answer different questions. It leaves out a denial closed as Combined Into Another Claim or returned to the payer, once that decision is completed rather than only recorded.

Hovering the date picker - or tabbing to it - shows the dates a preset such as Last 30 days works out to, and the earlier dates the screen is comparing against, so neither has to be worked out by hand. Every report page does the same.

Hovering a band of the A/R aging strip - or tabbing to it - shows that bucket’s dollars, its share of A/R and how many claims it holds. The thin bands have no room for a label, so this is the only place their figures appear.

The payer breakdown at the foot of the screen lists ten, with Show more to open the rest in place. Other and the total row mean the same thing either way.

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. The trend draws a period nothing was billed in at zero, and its key hides and shows a line the same way the report charts do.

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 - and Balance Drift and Open Work by Age, which take no parameters
Buckets	A/R Aging only. Presets are offered, and the edges can be changed for a one-off view
Party	A/R Aging only, as all balances, insurance or patient
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. On Collections Statement, money on a patient’s account reads as Patient account
Locations and Payers	Month-End Financial Summary only. Pick any number of either to narrow the statement to those sites or those payers; leave them empty for the whole practice

Presets such as Month to date are worked out on your practice time zone, so a report run late in the day covers the day your office is on.

Above the table sits a band summarising the result - the aging split, or the top offenders - and beneath it the rows themselves. Open Work by Age has no band. On a wide screen, a report with only a few columns sits beside its chart rather than under it. Hovering a point or a bar names the measure in the colour the chart drew it, beside its exact figure.

Where a chart draws more than one line, a key sits under it. Clicking an entry hides that line and clicking it again brings it back, which is the quickest way to read one measure against the axis when a larger one is flattening it. The last line showing cannot be hidden. Charts with a single line have no key - the title already names what they plot.

On the reports that plot money over time, a period nothing was posted in is drawn at zero rather than left as a gap in the line, and appears in the table and the downloads as a zero row. The reports that plot a rate behave differently: a period with no claims has nothing to divide, so the line breaks there rather than reporting a rate of zero.

Changing a parameter re-runs the report. Regenerate runs it again without changing anything; hovering it says when the result you are looking at was generated.

Some rows link to the records behind them:

Report	What the link opens
Denial Analysis	Each CARC opens Remittances filtered to that code over the report’s dates, so you can work the denials behind the row
A/R Aging	Each bucket opens Claims filtered to that age and party, and each payer’s bucket in the payer breakdown opens that payer’s claims of that age
Open Work by Age	Each queue under Queues With Open Work opens the queue, oldest first

Actions

Action	What it does	When it is offered	When it is offered but greyed
Run Now	Runs the report from the catalog	Every report except Practice Overview	While a report is already running, and the tooltip says it is waiting for that run
Schedule…	Puts the report on a timer	Only to those who can schedule	-
Download CSV	Downloads the last result	Once the report has run successfully	-
Download XLSX	The same as a spreadsheet	Once the report has run successfully	-
Download PDF	The same as a document, laid out to print	Once the report has run successfully	-

All five sit in the catalog row’s menu. Until a report has run successfully its menu carries no downloads at all, rather than greyed ones.

States

• Empty - a client with no claims shows zeroed KPIs and trend lines at zero rather than blank panels, and each other band names what it has none of: No outstanding receivables, No denials in this period, No claims in this period.
• 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