Reports are designed to be easy to read but just as importantly provide you with a clear snapshot of how your practice and staff productivity. Reports are selected using the “Report Choices” dropdown at the top of the Practice Metrics page.
PRACTICE ANALYTICS
Schedule Analytics Report
This report provides an overview of your scheduling performance for a selected week based on the visit frequency that is established in the plan of care for each patient. The “Target” is defined as the visit frequency per week based on the established plan of care for each patient. For example, if the plan of care establishes 3 times a week for the next 8 weeks, the “Target” would be 3. The “Target” can be set for each patient by selecting the desired frequency from the “Visits Per Week Target” dropdown which is located on the patient case page. Once this field is selected and saved, the report will automatically be updated. This report also provides a summary of the total number of Scheduled, Completed, Cancelled and No Show visits. These values are calculated based on the “Status” that is indicated on the schedule. The percentage noted under the “Scheduled” column represents the percentage of total visits scheduled vs. the total visit target. The percentages noted under the “Completed”, “Cancelled” and “No Show” columns represent the percentage of completed, cancelled and no show visits vs. your total scheduled visits. The objective of this report is to identify any under scheduling trends for the current or upcoming week based on the target number of visits that you have established in the plan of care for each patient. If a patient is under scheduled (i.e. Target = 3 and the Scheduled = 1), the patient will be highlighted in red. This report is based entirely on your schedule completion, not on documents or charges submitted.Staff Productivity (by Service Date) Report
This report provides an overview of the total visits billed, units billed, average units per visit and the top 10 billing codes submitted by each therapist. All values are calculated based on the charges submitted for each patient during the selected time period. Please note that the time period is based on the date of service and not the date of charge submission. Total Revenue is subject to change over time as more charges are paid by both insurers and patients.Staff Productivity (by Charge Submission) Report
This report provides an overview of the total visits billed, units billed, average units per visit and the top 10 billing codes submitted by each therapist. All values are calculated based on the charges submitted for each patient during the selected time period. Please note that the time period is based on the date submitted and not the service date. Total Revenue is subject to change over time as more charges are paid by both insurers and patients.Visit Totals Report
This report provides an overview of the total visits per month at the practice and staff level. All values are calculated based on the charges submitted for each patient visit during the calendar month. These values are calculated using the date of service and not the date of charge submission. If billing charges have not been submitted (i.e. document is in Draft status) for a date of service, the report will not include the visit in the total count until the charges have been submitted.Visit Totals (by Facility) Report
This report provides an overview of the total visits per month at the practice and facility level. All values are calculated based on the charges submitted for each patient visit during the calendar month. These values are calculated using the date of service and not the date of charge submission. If billing charges have not been submitted (i.e. document is in Draft status) for a date of service, the report will not include the visit in the total count until the charges have been submitted.Payer Analysis: New Patients (by Payer Name) Report
This report provides an overview of the top 15 primary insurance payers at the practice level for a selected time period. The value displayed next to each payer indicates the total number of patients that have that payer listed as their primary insurance. The number of patients for a selected time period is calculated based on the initial evaluation date.Payer Analysis: New Patients (by Scenario) Report
This report provides an overview of the top primary payer types, at the practice level, for a selected time period. The value displayed next to each scenario indicates the total number of patients that have that scenario listed as their primary insurance. The number of patients for a selected time period is calculated based on the initial evaluation date.Payer Analysis: Total Payments (by Payer Name) Report
This report provides an overview of the top insurance payers for a selected time period. The value displayed next to each payer indicates the total payments posted during that time period.Payer Analysis: Total Payments (by Payer Name) Report
This report provides an overview of the top insurance scenarios for a selected time period. The value displayed next to each payer indicates the total payments posted during that time period.Charge Detail (by Date) Report
This report provides an overview of all billing charges submitted for the entire practice on the selected day. This report can be used for charge reconciliation purposes to ensure that all patient charges have been submitted accurately to the StrataPT Billing Team. Please note that all billing information is delayed 24 hours.PENDING CHARGES
This report provides an overview of all billing charges that have been submitted, but not yet sent out on a claim. You have the option to remove the entire encounter and reset the relevant documentation to a draft status, for re-submission. If billing corrections need to be made to charges that are not present on this report, please contact your StrataPT Billing Account Manager as soon as possible.FINANCIAL REPORTS
StrataPT Invoices Report
This provides a list of invoice details on a month by month basis. Click on the “View Details” link in the right hand column to view details on a date-and-patient combination basis. The sub-sections of this report include deleted payments, payments received from patients grouped by type, and refunds.Patient Balance Report
This report provides an overview of all outstanding patient balances after claims have been processed and/or paid by all insurances on file. The “Financial Status” column displays the statement status for each patient as “Current”, “Past Due” or “Final Notice” which are defined as follows:- Current: One patient statement has been sent. A patient with a current status may also be in the 30-day grace period.
- Past Due: A second patient statement has been sent with no payments made since the last statement.
- Final Notice: A third patient statement has been sent with no payments made since the last statement. Patient statements will no longer be sent to the patient.
- Default: The patient has received three patient statements with no payments made. Patient accounts that are in default status will no longer be sent a patient statement by the StrataPT Billing Team.