Month End: Month End Trends
Month End Trends is a Data Table style report that allows you to view key data points over the previous 12 months. This view allows you to quickly compare items like Billing Visits and Charges month over month.
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
Monthly Stats by POS month-end report.
Location
Run and Customize the Report
- You can filter which clinics appear in the report using the View Clinics by: drop-down menu and corresponding (…) button.
- Select the Month and Year.
- Export to Excel or CSV for further manipulation.
Column Descriptions
Column |
Description |
Date |
Month and year the of the closed month |
|
New Patients |
The number of new patients billed during the month |
Billing Visits |
The number of fully paid visits (charges = payments + adjustments) for the month |
Total Units |
The total number of units billed during the month |
Charges |
The total charge amount billed during the month |
Payments |
The total amount of payments received during the month |
Adjustments |
The total amount of adjustments made during the month |
A/R Balance |
The total outstanding A/R balance at month-end |