Productivity Snapshot Report

Productivity Snapshot Report

This report is accessed from the Home Dashboard. It shows the Productivity for each Day Posted, Billing and Rendering Provider, Facility, Insurance, and Insurance Groups.'


Run the Productivity Snapshot Report

  1. Choose the Filter Criteria for Charges.
  • Time Span: Select a pre-defined Time Span, or select Date Range and enter the Start Date and End Date.
  • Date Type: Post Date, DOS, or Entered Date

  1. Choose the Filter Criteria for Transactions.
  • Time Span: Select a pre-defined Time Span, or select Date Range and enter the Start Date and End Date.
  • Date Type: Post Date, DOS, Entered Date, or Received Date.

  1. To include or exclude Tables or Graphs, check or uncheck the corresponding checkbox.
  2. Select the Run button to view the Report.

Report Output

Each panel shows a different Group By for the Report.

  • The first panel is a Graph showing Total Charges, Payments, Adjustments, Write-Offs, Refunds, and Collections for the Practice.

  • Date: Grouped By the selected Date Type.

  • Billing Provider: Grouped By the Billing Provider.

  • Rendering Provider: Grouped By the Rendering Provider.

  • Facility: Grouped By the Facility.

  • Insurance: Grouped By the Insurance.

  • Insurance Reporting Group: Grouped By the Insurance Reporting Group.

Exclude a Panel

If there is a panel that you do not want to see, select the X to the left of the panel name.

  • For example, this Practice does not have any Insurance Reporting Groups.
  • Select the X to the left of Insurance Reporting Groups.
  • At the bottom of the screen, select Save Current View.

The next time the report is run, it will not include the Insurance Reporting Group panel if you selected Save Current View.

Print the Report

  • Select the Print View button.
  • Print View opens a new browser tab. Close it to continue.


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