Access: Available to all users who do not have the Limit Financial Features restriction applied to their account. See User Permissions for more on permission settings.
How Organization Insights Works
Organization Insights pulls five layers of practice performance into a single report: scheduled visit activity, billing output, top CPT code trends, payer and facility breakdowns, and payment collections. Together, they give you a complete picture of how the practice performed across any period — without having to cross-reference multiple reports. The report supports custom date ranges, whether you’re reviewing a single week, a full month, or several months at once. You can also filter by facility, making it equally useful for a single-location snapshot or a multi-site comparison. Every section is designed to stand on its own or be read together as a full picture of practice health.Schedule Insights
Activity based on how appointments resolved on the schedule for the selected period.
Schedule Insights can also break down daily visits by category — for example, separating commercial visits from Medicare initial evaluations — giving you a granular view of how your visit mix is distributed across the period.