Know how the practice is doing — today.
Income, collections, outstanding balances, claim acceptance, denial reasons and notes compliance — pulled from live data, not last quarter's export. Filter by clinician and period; drill into any number to see what's behind it.
Analytics dashboard: four KPI tiles with period deltas, a self-pay vs insurance bar chart, and "session volume by clinician".
The headline numbers, side by side with last month.
Every tile compares to the prior period, so a dip shows up the day it happens — not when the books close.
Income and what's owed, without guessing.
Self-pay vs. insurance
Income by month, by service code and by clinician, split between self-pay and insurance. Export any view to CSV.
Aging that's actionable
Current, 30, 60, 90+ buckets for client and insurance balances — send a payment request straight from an aging row.
Line by line
Date, client, clinician, code, billed, allowed, collected, balance — subtotaled by clinician and period.
Denial analysis and notes compliance.
Denial analysis ranks your top CARC codes and shows denial rate by payer, so you fix the pattern, not just the claim. Notes compliance shows the practice-wide rate of notes signed within 24 hours and, per clinician, who's running late — with a one-click jump to the unsigned note.
Split view — a "top denial reasons" CARC bar chart, and a "notes compliance" per-clinician table with a 94%-signed-within-24h gauge.
Run on numbers you can trust.
See your practice clearly from week one. The first three clients are on us.