Collections performance
- Posted payments (MTD)$1.29M↑ Improving+4.2% vs prior month
- Net collection rate82.4%↑ Improving
- Patient responsibility collected71.8%→ Stable
- Underpayments flagged38↓ DecliningReview queue
Foundation only — demo data. No ERA/EOB import, clearinghouse, scheduled email delivery, or PDF/CSV export engine. Placeholders from web/src/lib/reports-analytics/. Intended roles: SaaS Owner Admin, Billing Company Admin/Supervisor, Biller, Accountant, Practice Owner/Admin, Read-Only Client.
Filters
Billing company
Practice
Provider
Payer
Report type
From
To
Demo reporting data — no rcm_* analytics tables in CRM yet. KPIs recalculate when filters change.
Total Charges
$1,593,000
Total Payments
$1,289,400
Net Collection Rate
80.9%
Clean Claim Rate
94.1%
Denial Rate
6.8%
AR Over 90 Days
$110,500
Average Days in AR
41 days
Open Follow-Up Tasks
47
Performance snapshots (demo) — not tied to live claims or ERA data yet.
Claims performance
- Claims submitted (MTD)6,820↑ Improving
- Clean claim rate94.1%↑ Improving
- First-pass acceptance89.6%→ Stable
- Avg days to adjudicate18.2↓ Decliningdays
Denial performance
- Denial rate7.1%↓ Declining
- Denied dollars (MTD)$142K→ Stable
- Appeals won62%↑ Improving
- Preventable denials24%↓ Declining
AR aging summary
- Total AR$410.4K→ Stable
- AR over 90 days$110.5K↓ Declining
- Average days in AR41↓ Decliningdays
- High-risk accounts12↑ ImprovingCollection queue
Practice comparison
| Practice | Charges | Payments | Collection % | Denial % | AR Over 90 | Avg Days AR | Trend |
|---|---|---|---|---|---|---|---|
| Sunrise Family Care | $482,000 | $398,400 | 82.7% | 6.2% | $29,400 | 38 | ↑ Improving |
| Lakeside Pediatrics | $218,600 | $189,200 | 86.5% | 4.8% | $12,200 | 32 | → Stable |
| Valley Ortho Group | $892,400 | $701,800 | 78.6% | 9.4% | $68,900 | 52 | ↓ Declining |
Provider performance
| Provider | Practice | Charges | Payments | Collection % | Claims | Denial % | Trend |
|---|---|---|---|---|---|---|---|
| Dr. Maria Chen | Sunrise Family Care | $248,000 | $208,400 | 84.0% | 1,240 | 5.8% | ↑ Improving |
| Dr. Jordan Patel | Sunrise Family Care | $234,000 | $190,000 | 81.2% | 1,180 | 6.6% | → Stable |
| Dr. Sam Lee | Lakeside Pediatrics | $218,600 | $189,200 | 86.5% | 980 | 4.8% | ↑ Improving |
| Dr. Ana Ortiz | Valley Ortho Group | $892,400 | $701,800 | 78.6% | 3,420 | 9.4% | ↓ Declining |
Payer performance
| Payer | Charges | Payments | Avg Days to Pay | Denial % | AR Balance | Trend |
|---|---|---|---|---|---|---|
| Medicare | $412,000 | $358,200 | 28 | 4.2% | $48,200 | ↑ Improving |
| BCBS | $398,000 | $332,400 | 35 | 6.8% | $62,400 | → Stable |
| Aetna PPO | $284,000 | $228,600 | 42 | 8.1% | $51,800 | ↓ Declining |
| United Healthcare | $312,000 | $248,900 | 38 | 7.4% | $44,100 | → Stable |
| Humana | $124,000 | $98,200 | 45 | 9.2% | $28,600 | ↓ Declining |
| Medicaid | $61,000 | $49,100 | 52 | 11.0% | $19,200 | ↓ Declining |
Report library
Pre-built report templates (demo). Export, schedule, and client delivery are placeholders — no export engine yet.
Monthly Practice Summary
Charges, payments, and net collection by practice for the selected period.
Last run: 2026-05-21
Collections Report
Payment posting summary, adjustments, and collection rate trends.
Last run: 2026-05-19
Denial Report
Denial volume, dollars, CARC/RARC breakdown, and appeal status.
Last run: 2026-05-22
AR Aging Report
Bucket distribution, AR over 90, and high-risk accounts.
Last run: 2026-05-23
Provider Productivity Report
Claims volume, charges, and collection rate by rendering provider.
Last run: 2026-05-17
Payer Performance Report
Days to pay, denial rate, and open AR by payer.
Last run: 2026-05-20
Onboarding Completion Report
Pipeline stage, agreements, and go-live readiness by practice.
Last run: 2026-05-18
Missing Documents Report
Required onboarding documents not yet uploaded or approved.
Last run: 2026-05-24