Month End: Management Report Card

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.

Note: This report is a static snapshot of your billing data taken when the month was closed. It is captured after all Month End procedures are completed in WebPT Billing. Any changes will be reflected in the next month's data.

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

  1. Use the View Clinics by: drop-down menu and corresponding (…) default company hierarchy button to choose the clinics included in the report.

  2. Select the Month and Year.
  3. 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.
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.