Available Reports
- Revenue summary — Daily, weekly, monthly, and annual revenue totals.
- Collections report — Amount billed vs. amount collected, broken down by payer.
- Aging report — Outstanding balances grouped by age (30, 60, 90, 120+ days).
- Payment report — All payments received, sorted by method and date.
- Provider productivity — Revenue per provider for multi-provider practices.
Exporting
All reports can be exported to CSV or PDF for use in external accounting software or for your accountant.
Tax Preparation
End-of-year financial summaries are available to support tax filing. Download your annual revenue, expense, and 1099 reports from Billing > Reports > Annual Summary.