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Reports are interactive, meaning the data display updates depending on the visual element you select. Most reports also include filters you can use to select the data to display. You can hover your mouse over points in a graph to view details. 

The following analytics reports are available:

  • Executive Dashboard:  Summarize complex practice data points into easily digestible charts to better manage patient health and organization operations with data-driven decisions.
  • Expected Revenue Summary:  Forecast revenue by source to guide decisions that drive growth and address potential shortfalls.
  • Units Summary:  Gain insight into your practice rates, payment for specific procedures, and the effect on your revenue cycle.
  • Visits Summary:  Better understand patient visit trends with data from across data sources, including insurance, facility, provider, and patient.
  • AR/Collections and Aging Report:  Optimize your revenue cycle with interactive data identifying the age of open invoices and helping to manage slow-paying clients.
  • Discharges and Duration Report:  Monitor and improve your patient discharge process with graphical data for discharges, length of stay, and facility.
  • Patients by Diagnostic Code:  Get the latest status on your patients' health, what services were performed, and why.
  • Encounters by Provider ID:  Monitor encounter data to improve the accuracy of your revenue and quality scores or reduce costs.

You can export some reports to Excel (.xlsx) or comma separated value (.csv) formats. You can also view certain data in table format. Click the More Options () icon to export report data or display data in a table.

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  1. Click the Reports tab.
  2. Expand the Analytical Reports tab.
  3. Click the tab for the report you want to display.

Drill

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down on

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data in an Interactive Report

The drill down functionality in Power BI enables you to drill down on hierarchical data in bar graph reports. For example, depending on the graph, you can select a bar indicating a year, and then drill down to update the graph to display data for each quarter, then each month, and then each day.

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Drill Through Data in an Interactive Report

The drillthrough drill through functionality in Power BI enables you to focus in on a category to view finer detail in certain charts. When you drill through a graph, the application displays a focused page containing the details.

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  1. Right-click on a chart.
  2. Select Drillthrough, and the then select the page to display.

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