Productivity Snapshot Report
This report is accessed from the Home Dashboard.The Productivity Snapshot Report provides a visual summary of practice performance, making it easier to interpret key financial trends without reviewing line-by-line data.
Unlike traditional tabular reports, the Productivity Snapshot presents Charges, Payments, Adjustments, and other metrics as graphs to quickly identify anomalies or shifts in business activity.
This report helps isolate patterns such as sudden increases in Write-Offs, compare revenue by Provider or Payer, and identify which Payers generate the most revenue or denials.
While the underlying data is also available in other standard reports, the Productivity Snapshot’s visual format offers a more intuitive and efficient way to understand your productivity at a glance.
Run the Productivity Snapshot Report
- 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
- 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.
- To include or exclude Tables or Graphs, check or uncheck the corresponding checkbox.
- 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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