Practice Metrics Overview

Practice Metrics is StrataEMR’s reporting hub. It gives practice owners and managers a clear view of how the practice is performing — from daily schedule activity to long-term revenue trends, payer reimbursement rates, and staff productivity. Navigate to Practice Metrics: Dashboard > Analytics > Practice Metrics Reports are selected using the Report Choices dropdown at the top of the Practice Metrics page.

Access: Most reports in Practice Metrics are visible to all users. Financial and Marketing reports are permission-gated — staff members with the Limit Financial Features modifier on their account cannot view them. See User Permissions for details.

Weekly Practice Summary: StrataEMR automatically delivers a high-level performance snapshot to your Business Owner’s email address every Monday morning. This report is separate from the in-app reports below and does not require navigating to Practice Metrics. Learn more: Weekly Practice Summary Report.

Practice Analytics

These reports cover scheduling performance, visit activity, staff productivity, and payer trends across your practice.

Report	What it shows
Organization Insights Report	The primary performance report for your organization. Shows scheduled, billed, pending, cancelled, and no-show visits alongside billing insights including revenue, units per visit, average charges, top billed CPT codes by facility, and payment breakdown by payer type.
Practice Dashboard Report 2.0	Visual graphs for top referrals and annual reimbursement averages by payer. Well-suited for presentations.
Practice Dashboard Report	The original practice-level performance dashboard.
Patient Satisfaction Report	Patient satisfaction scores collected from your practice.
Schedule Analytics Report	Target vs. actual visit frequency for each patient, based on their Plan of Care. Patients who are under-scheduled are highlighted in red. Useful for identifying schedule gaps before they affect revenue.
Schedule Reconciliation Report	A reconciliation view of scheduled vs. completed visits for a selected period.
Schedule Performance Report	An overview of scheduling outcomes — completed, cancelled, and no-show visits — across the practice or by staff member.
Schedule Cancellations Report	A breakdown of cancelled appointments, useful for identifying cancellation patterns by patient, staff, or time period.
Telehealth Eligibility Report	A list of patients and their eligibility status for telehealth services.
Staff Productivity (by Service Date) Report	Total visits billed, units billed, average units per visit, and top 10 billing codes per therapist — calculated by date of service.
Staff Productivity (by Charge Submission) Report	Same as above, calculated by the date charges were submitted rather than the service date.
Visit Totals Report	Monthly visit counts at the practice and staff level, calculated from submitted charges by date of service.
Visit Totals (by Facility) Report	Same as Visit Totals, broken out by facility.
Payer Analysis: New Patients (by Payer Name) Report	Top 15 primary insurance payers ranked by new patient volume for a selected time period.
Payer Analysis: New Patients (by Scenario) Report	Same as above, grouped by payer scenario type rather than payer name.
Payer Analysis: Total Payments (by Payer Name) Report	Top payers by total payments posted for a selected time period.
Payer Analysis: Total Payments (by Scenario) Report	Same as above, grouped by payer scenario type.
Payer Analysis: Monthly Payment Application (by Payer Name) Report	A monthly breakdown of payments applied, organized by payer name.
Charge Detail (by Date) Report	All billing charges submitted for the practice on a selected day. Use this for charge reconciliation. Note: billing data is delayed 24 hours.
Patient Discharge Followup Report	A list of recently discharged patients, used to track post-discharge follow-up activity.

Staff productivity benchmark: A healthy average is 3.5–4 units billed per visit. An average consistently below 3 units may indicate underbilling and is worth a conversation with your StrataPT team.

Pending Charges

Report	What it shows
Pending Charges Report	Charges that have been submitted but not yet sent on a claim. You can remove an encounter from this view and reset the related documentation to Draft status for resubmission.

Financial Reports

These reports give you visibility into revenue, reimbursements, payments, and outstanding balances. They are the most commonly used reports for practice owners reviewing financial health.

Report	What it shows
StrataPT Invoices Report	Month-by-month invoice details. Click View Details for a date-and-patient breakdown, including deleted payments, patient payments by type, and refunds.
Clarity Panel Summary Report	A summary view of claim activity and billing status across patient accounts, as tracked in the Clarity Panel.
Patient Balance Report	Outstanding patient balances after insurance processing. Shows statement status: Current, Past Due, Final Notice, or Default.
Patient Payments (by Dates) Report	Summary of patient payments received for a selected date range. Deleted payments appear as separate line items.
Payment Detail (by Date) Report	All patient and insurance payments received for a selected time period. For reference only — do not use this report for accounting reconciliation with your bank or QuickBooks.
Point of Sale Summary Report	A summary of point-of-sale patient payments collected at your practice locations.
Patient Financial Arrangements Report	An overview of payment arrangements set up for patients with outstanding balances.
Patient Credit Balances Report	A list of patients with credit balances on their accounts.
Accounts Receivable Report	Outstanding unpaid balances organized by insurance. Click any payer to see contributing patient accounts, open balances, and notes logged by the StrataPT Billing Team.
Accrual Accounting Report	A report supporting accrual-based accounting, reflecting revenue earned rather than payments received.
Payment Summary Report	Total insurance and patient payments received per month, based on the date the payment was posted by the StrataPT Billing Team.
Payment Summary (by Facility) Report	Same as Payment Summary, broken out by facility.
Payment Application (by Dates, Staff) Report	Total payments applied per month at the staff level, organized by date. For reference only — not for reconciliation.
Payment Application (by Facilities, Staff) Report	Same as above, broken out by facility and staff member.
Average Reimbursement Per Charge Code Report	Reimbursement received per CPT code, both in aggregate and broken out per payer. Excludes flat-rate payers.
Average Reimbursement Per Payer Report	An estimated average reimbursement per visit, per payer, based on your practice’s historical data. Particularly useful when renegotiating payer contracts.
Average Reimbursement Per Hour Report	An estimated average reimbursement per hour of treatment, based on your practice’s historical data.
Charge Losses Report (by Dates, Staff)	Income lost due to missing or lapsed authorizations, broken out by date range and staff member.
Medicare Therapy Cap Report	A report tracking Medicare therapy cap utilization across your patient population.

Clarity Panel row limit: The Clarity Panel Summary Report has a maximum of 10,000 rows. Larger practices running reports beyond a 30-day date range may hit this limit. If results appear cut off, narrow the date range or filter by facility.

Accounting reconciliation: The Payment Detail and Payment Summary reports reflect the date that an ERA was received and applied by the StrataPT Billing Team, which may differ from when funds appear in your bank account. Always reconcile directly between your financial institution and your accounting software.

Marketing

These reports help you understand where your patients come from and support outreach efforts.

Report	What it shows
Patient Geography Report	A visual map of patient home zip codes relative to your practice locations.
Patient Email List Export	A CSV of patient email addresses for use in email marketing or CRM tools.
Patient Mailing List Export	A CSV of patient demographics, formatted for import into CRM software.
Referring Provider Report	Top referring providers ranked by patient volume for a selected period, with a list of referred patients and their creation dates.
Referring Provider Summary Report	An aggregate summary of referral activity by provider for a selected time period.
Referring Provider Mailing List Export	A CSV of referring provider records, formatted for import into referral management software.

Census

These exports provide snapshots of your active patient population for reporting and analysis purposes.

Report	What it shows
Census Export - Patient Demographics	A data export of patient demographic information across your practice.
Census Export - Patient Visits	A data export of patient visit activity for a selected time period.

Patients

Schedule

Tasks

Reporting

Settings

Practice Analytics

Pending Charges

Financial Reports

Marketing

Census

​Practice Analytics

​Pending Charges

​Financial Reports

​Marketing

​Census

Practice Analytics

Pending Charges

Financial Reports

Marketing

Census