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.
|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
- 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.
|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|