Monthly Statistics by Location
The Monthly Statistics by Location report allows you to view key data points for the selected month and 11 months prior. This allows you to quickly compare items like visits, adjustments, charges, and payments month over month. Charges are based on the month’s Dates of Service, while payments and adjustments are attributed to previous months.
Run the Report
- Navigate to the Month End Reports menu and select Monthly Statistics by Location.
- Indicate the Company, Practice, Location, Month, and Year you want to analyze, then click Search.
- The search results display below for each month.
Column Descriptions
- Month-Year: The selected Month and Year
- New Patients: The number of new patients billed during the month
- Visits: The number of fully paid visits (charges = payments + adjustments) for the month
- Units: Total number of units billed during the month
- Charges: The total charge amount billed during the month
- Payments: The total amount of payments received during the month
- Adjustments: The total amount of adjustments made during the month
- A/R Balance: Total outstanding A/R balance at month-end