Month End: Management Report Card
An updated version of the Month End: Management Report Card report can be found in WebPT Billing
Management Report Card is a Data Table style report that allows you to measure your company's financial health by comparing key metrics over the previous six closed months. For the most accurate view of this report, you will need a minimum of three closed months of data and you should use the View Clinics by drop-down default company hierarchy to select the Company and Clinics associated with the company you want to include in your report.
This replaces the previous RevFlow MGMT Report Card month-end report.
Location
|
This report is located in the Month End Report section in Analytics. If you do not see the report listed here, ensure you have the necessary Analytics Access and User Role permissions. |
Run and Customize the Report
- Use the View Clinics by: drop-down menu and corresponding (…) default company hierarchy button to choose the clinics included in the report.
- Select the Month and Year.
- Export to Excel or CSV for further manipulation.
Column Descriptions
Column | Description |
Month Name | The month and year of the closed month |
Total Accounts Receivable | The total amount of unpaid charges at the time the month was closed |
Current Accounts Receivable | The rounded Percentage to the nearest whole percentage number of AR between 0-30 days by the date of service |
30 Days | The rounded Percentage to the nearest whole percentage number of AR 30-59 days by the date of service |
60 Days | The rounded Percentage to the nearest whole percentage number of AR 60-89 days by the date of service |
90+ Days | The rounded Percentage to the nearest whole percentage number of AR 90 days or older by date of service. We recommend aiming for 18% or less. |
Average Days Accounts Receivable | The average number of days charges were left unpaid over the previous 3 month period. For the most accurate view use the View Clinics by drop-down default company hierarchy to select the clinics included in the report. |
Collections Amount | The total amount of patient and insurance payments collected |
Adjustment Amount | The total amount that was adjusted |
Billing Visits | The number of fully paid visits (charges = payments + adjustments) for the month. |
Timed Per Visits | The average number of timed CPT codes billed per visit. For the most accurate view use the View Clinics by drop-down default company hierarchy to select the clinics included in the report. |
Untimed Per Visits | The average number of untimed CPT codes billed per visit. For the most accurate view use the View Clinics by drop-down default company hierarchy to select the clinics included in the report. |
Charge Per Billing Visits | The average dollar amount charged per billed visit |
Payment Per Billing Visits | The average dollar amount paid by the insurance and patient for fully paid visits over the previous 6 month period. Note: This will not be averaged until you have 6 months of data. |