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

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. You can filter which clinics appear in the report using the View Clinics by: drop-down menu and corresponding (…) button.
  2. Select the Month and Year.
  3. 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
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