Month End: Management Report Card

The Management Report Card allows you to measure your company's financial health by comparing key metrics over the previous six closed months. For the most accurate view of this report, you will need a minimum of three closed months of data.

Run the Report

Navigate to the Month End Reports menu and select Management Report Card.
Indicate the Company, Practice, Location, Month, and Year that you want to analyze, then click Search.
This report displays data for the last 6 months, based on the Month and Year selected, that have been closed.

Column Descriptions

Total A/R: Displays the total amount of unpaid charges at the time the month was closed. The total is then broken down into four categories by the length of time the charges have been outstanding and are reported as a percentage. The four categories are Current, 30 Days, 60 Days, and 90 Days +.
- 90 Days +: The recommended percentage of outstanding claims should be less than 10%. Companies with a high volume of Worker's Compensation and Auto Medical cases should have less than 30% of outstanding claims in this category.
Total Oustanding AR Days (DSO): Displays the average number of days that charges were left unpaid using data for the last 3 months.
- (AR at month end/(Payments + Adjustments for 3 mo avg)) x 30
Collections: The total amount of patient and insurance payments collected.
Adjustments: The total amount that was written off of the original charge amount.
Visits: A group of charges for a unique case, provider, location, and Date of Service.
Timed Per Visit: Average number of timed CPT codes billed per visit.
UnTimed Per Visit: Average number of untimed CPT codes billed per visit.
Charge Per Visit: Average dollar amount charged per visit.
Payment per Visit: Average dollar amount paid by the insurance and patient for visits with a $0 balance over the past 6 months.
Avg_Total: This column calculates the averages of the various data displayed in the previous 6 columns.