Documentation Index
Fetch the complete documentation index at: https://docs.stratapt.com/llms.txt
Use this file to discover all available pages before exploring further.
The Organization Insights Report is StrataEMR’s primary analytics report for practice owners and managers. It delivers a multi-layered snapshot of business performance across scheduling, billing, and collections — for any date range and facility combination you choose.
Navigate to Organization Insights: Dashboard > Analytics > Organization Insights Report
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.
| Metric | What it shows |
|---|
| Visits Scheduled | Total appointments on the schedule for the period |
| Visits Billed | Appointments that resolved as completed visits |
| Pending Documents | Visits with documentation still in draft status |
| Cancellations | Appointments cancelled during the period |
| No-Shows | Appointments where the patient did not attend |
Drilling in: Select the magnifying glass icon next to any metric to see the individual dates of service behind the number.
Billing Insights
Revenue and productivity metrics based on charges submitted during the selected period, broken out by facility.
| Metric | What it shows |
|---|
| Revenue | Total revenue from billed visits for the period |
| Avg Units per Visit | Average billable units submitted per visit |
| Avg Charges per Visit | Average charge amount per billed visit |
Top Billed CPT Codes
A breakdown of your most frequently billed procedure codes for the selected period, organized by facility.
| Column | What it shows |
|---|
| CPT Code | The procedure code billed |
| Avg Units | Average units billed per visit for that code |
| Avg Charges | Average charge amount per visit for that code |
Facility & Payer Scenario
A breakdown of collected money organized by payer type, showing how payments are distributed across the different insurance and payment sources your practice serves.
| Payer Type | Description |
|---|
| Auto Insurance | Payments received from auto insurance payers |
| Commercial | Payments received from commercial insurance payers |
| Medicare | Payments received from Medicare |
| Self-Pay | Payments received directly from patients |
| Workers’ Comp | Payments received from workers’ compensation payers |
Payment Insights
Total payments collected for the period, broken down by collection source and facility.
| Column | What it shows |
|---|
| Total Collected | All payments received for the selected period |
| By Source | Collections broken out by type (e.g., patient payments, commercial insurance) |
| By Facility | Collections broken out by practice location |
