The Reports module provides data on all of your patient activity and practice finances, enabling your practice to make data-driven decisions. Every practice has unique reporting needs, so review each report and their output to determine what will work best for your practice!
Many reports can be downloaded as a CSV file to viewed in Excel.
Note: All reports can ONLY pull 1 year of data maximum. Be sure to add dates in order to render the reports.
In this article you will learn about Practice Analysis Reports:
- Analysis reports
- Standard reports
- Analysis Reports
- All reports below
- Daily close
- Financial Transactions
- All Financial Transactions
- Tips
- Financial Transactions by patient
- FInancial Transactions by provider
- Financial Transactions by transaction type
- Financial Transactions by invoice
- Deposits
- Deposits by method of payment
- Billing Queue
- Inventory sale profit
- Balances of prepaid packages
- Membership Programs
- Collected sales tax
- Commissions
- Outstanding pre-payments
- Daily financial activity
- Yearly financial activity
- Other reports
- All Appointments
- Appointments by Visit Reason Summary
- Appointments Canceled or Delayed
- Current Product Inventory
- Inventory History
- Current Low Product Inventory
- Upcoming Surgeries
- Claimed Specials
- Treatment Price List
- Inventory Price List
- Prepaid Packages Price List
- Referral Appointment Report
- Referral Conversion Report
- Graphical Analysis
> View Video Below<
Analysis Reports
Remedly Analysis reports provide three types of reports:
- Standard Reports = mostly accounts receivable data
- Analysis Reports = mostly practice financial data
- Graphical Reports = mostly appointment and procedure data
To get to Analysis reports you need to go to the Main Menu -> Reports-> Practice Analysis.
Standard Reports
These reports focus on Accounts Receivable providing details on revenues received as well as identifying outstanding payments. All reports are generated as PDF documents, some have a CSV version.
In order to create a standard report, you need to follow the steps:
1. Choose the date range and location
2. Click Select report and choose the report you need.
Standart Reports section contains the following reports:
-
Two-way Texting
-Usage by day/ month/ year
Shows how many messages were used in terms of two way texting feature within a certain period of time. Useful at the end of the month for correct payment for the feature.-STOP requests from patients by patient
Shows how many patients requested to disable the two way feature for them.
Shows how many patients accepted HIPAA consent by agreeing to two way texting
-HIPAA consent by patient
Useful Help Center Articles:
-Two Way Texting
-Two Way Texting Video
-Two Way Texting Webinar -
Financial
-Accounts Receivable Summary by patient/ provider/ procedure/ CPT code/ fee category/ payer group/ referal source
The Accounts Receivable Summary reports detail all outstanding payments, broken down by different categories.
-Aged Accounts Receivable by patient/ provider/ procedure/ CPT code/ fee category/ payer group/ referal source
To view how long the payments have been outstanding, utilize the Aged Account Receivable reports.
-Scheduling QA Reports by billing type
To compliment our Remedly RCM module for claims billing, the Scheduling QA report summarizes which appointments may be billable to insurance. Highlighting this data allows billers to focus on the appointments most likely to need claims submissions, including the status of corresponding chart/op notes and invoices.
Useful Help Center Articles:
-Financials Video
-Financial Workflows Webinar -
Notes Status
-Notes not started or commited
Report of Notes is a report that shows you all staff who have patient encounter notes which have not yet been committed or have not been started yet.
Note: the report will include outstanding notes for appointments scheduled within the date range provided.
To generate the report, go to Main Menu -> Reports -> Analysis Reports and select the date range and location:
Then select Notes Status -> Notes Not Started or Committed -> choose the preferred format (PDF or CSV).
The report includes two types of notes:
- Not Started - the note has not yet been started by the assigned provider
- Created - the note is in progress and has not yet been signed by a provider
The report includes only the appointments for which no notes were created and which have one of the following statuses:
- Scheduled
- Confirmed
- Message left
- Reserved (not confirmed)
- Rescheduled
The appointments with statuses Cancelled, No Show, Waitlisted are not included in the report.
- Useful Help Center articles:
-Chart/Op Notes Routing Workflows
Analysis Reports
Remedly’s most utilized financial reports within the Analysis Reports section include the All Financial Transactions, Financial Transactions by Provider & Daily Financial Transactions reports. All Analysis Reports offer both PDF and CSV outputs.
In order to render any analysis report follow the steps below:
1. Choose the date range and location first.
2. Then click Select report and choose the report you need.
The full list of Analysis reports contains:
1. All Reports Below
All Reports Below creates a file that combines all the Analysis reports in one PDF file.
2. Daily Close
-Deposits by Method of Payment
This report reflects the patients' payments and payment methods that were used. At the end, it gives you the total sum of money for every payment method.
-Billing Queue
This report shows you the order the billing was made. The first part presents the query for payment and the second part shows payments for the queries.
-Current Low Product Inventory
With the help of this report, you can control the level of your inventory. The report shows you which inventory is low so that you can order it on time.
Useful Help Center articles:
-How to Navigate the Inventory
-How to Navigate the Inventory Video
-Appointments Status
This report combines all the appointments for a chosen period of time into one and shows their appointment status in a separate column.
Useful Help Center articles:
-How to Create Appointments
3. Financial Transactions
-All Financial Transactions
The All Financial Transactions report exports the bulk of the financial data to enable deeper analysis using the power of Excel. Many practices provide this comprehensive report to their accountants.
Payment Methods column in the report reflects the following payment methods:
1. card_square_ccof:.... - payments using credit card on file of the patient
2. Cash, check, gift certificate - payments documented only in Remedly using "Apply Payment" button.
3. Visa, MC, Amx, Discover - transactions that were run using POS terminal.
Also note, that OTC transactions are reflected in the report as 2 transactions : OTC + payment (an order for OTC and a payment for the order).
An order for the OTC doesn't display the payment method, while a payment transaction does.
-Tips
Tips report summarizes all tips inputted at the terminal including the following details:
- Date/time
- Patient name
- Payment number
- Payment amount
- Tip amount
- Invoice number
- Provider name
- Total tip amount
Note: this feature requires using one of our integrated merchant services such as 360 Payments or Square.
-Financial Transactions by Patient
This report is the same as the previous one, but combines all the financial transactions for every single patient in one list.
-Financial Transactions by Provider
This report combines all the financial transactions for every single provider in a separate list.
-Financial Transactions by Transaction Type
Check out this report to see which transaction types were popular among your patients in a certain period of time.
-Financial Transactions by Invoice
This report reflects all the transactions that were performed within an invoice.
-Deposits
This report reflects the flow of new funds. It means that it doesn't show payments made with credit money or gift cards that already were on the patient's account.
-Deposits by Method of Payment
This report is similar to the previous one. Only the payments are grouped in lists by a method of payment.
-Billing Queue
This report shows you the order the billing was made. The first part presents the query for payment and the second part shows payments for the queries.
-Inventory Sale Profit
It gives you information about the profit from all the inventory items that you sold.
Useful Help Center articles:
-How to Navigate the Inventory
-How to Navigate the Inventory Video
-Balances of Prepaid Packages
This is a CSV report that shows you how much revenue has been collected but not yet redeemed for prepaid packages. Click Select metric -> Financial Transactions -> Balance of Prepaid Packages. The report will be generated as a CSV file including total summary per treatment.
Useful Help Center articles:
-How to Create and Manage Prepaid Packages
-How to Create and Manage Prepaid Packages Video
-Membership Programs
A comprehensive Memberships report enables analysis of your membership programs to see which programs are the most popular as well as details on the benefits received by patients during the program period.
The Membership report consists of 2 parts.
The first part outlines which membership programs were sold during the selected time period, highlighting which programs are most popular. The data includes the number of programs sold and the Membership Fees collected, including their recurring payments.
The second part of the report renders data organized by the Membership Program name and then by the treatments/inventory purchased by invoice number. The invoices are represented according to the Membership Program location, not by the invoice created location. This location you choose in Step 2 before generating the report.
The Sold By column represents the provider/staff who enrolled the patient in the Membership Program.
-Collected Sales Tax
This report reflects how much tax money you collected for your sales.
-Commissions
With the help of this report, you can check how much money was given out for commissions and what is the status of the commission.
Outstanding status means that the commission is still waiting to be approved.
Useful Help Center articles:
-How to Set Up and Apply a Commission
-How to Set Up and Apply a Commission Video
-Outstanding Pre-payments
This report shows credits - payments received but not yet applied to an invoice.
-Daily Financial Activity
It contains information about the financial activity for a chosen day.
-Yearly Financial Activity
It contains information about the financial activity for a chosen year by month.
The information that the report provides is the following:
- Month - month and year for which data is displayed
- Charges = the total amount of invoices + refund amount
- Reductions - refund amount
- Cash - the amount paid by cash
- Check - the amount paid by check
- Credit - the amount paid by cards 'visa', 'mastercard', 'amx', 'discover'
- Other - the amount paid by methods other than 'cash', 'check', 'visa', 'mastercard', 'amx', 'discover
- Refunds - refund amount
- Net receipts = amount of all payments (cash, check, credit, other) - refunds
- Available - available outstanding prepayments
- Due = patient debt (charges - net Receipts - refunds) + available
| Month | Month and year for which data is displayed |
| Charges | The total amount of invoices + Refund amount |
| Reductions | Refund amount |
| Cash | The amount paid by cash |
| Check | The amount paid by check |
| Credit | The amount paid by cards 'visa','mastercard','amx','discover' |
| Other | The amount paid by methods other than 'cash','check','visa','mastercard','amx','discover |
| Refunds | Refund amount |
| Net Receipts | Amount of all payments (Cash,Check,Credit, Other) less any Refunds |
| Available | Available outstanding prepayments |
| Due | Patient Debt (Charges - Net Receipts - Refunds + Available) |
4. Other reports
-All Appointments
This report gives you a CSV file with the information about all the appointments for a chosen period of time.
-Appointments by Visit Reason Summary
In this report, you can check how many appointments were scheduled for a concrete visit reason.
-Appointments Canceled or Delayed
This report provides you with a list of the appointments that were canceled or rescheduled.
Note: Only the appointments that were rescheduled following steps from the Help Center article below get into the report:
-Current Product Inventory
The current Product Inventory report will give you the full list of the inventory items you have in your practice and inform you about the levels of inventory in your practice.
Total Cost of Current Inventory is calculated based on the order cost of the existing inventory according to the formula below.
Remember that the Total Cost of order can be inputted while adding the quantity of inventory.
Note:
- The cost of Free Samples inventory will be considered as $0.
- When the current inventory level is negative, the Total Cost of Current Inventory is considered to be $0.
- When the inventory consists of lots, the cost is calculated for each lot separately and the total sum is displayed in the column Total Cost of Current Inventory.
- When for existing inventory Total cost of the order was not entered, the cost of such inventory is considered to be 0.
-Inventory History
Here you can track all the actions that were made with the inventory items.
-Current Low Product Inventory
With this report, you can generate a list of the inventory that is almost out of stock. It helps you to track the inventory and order it on time before you run out of items.
Useful Help Center articles:
-How to Navigate the Inventory
-How to Navigate the Inventory Video
-Upcoming Surgeries
Use Upcoming surgeries report to generate a list of future surgical procedures for a chosen period of time.
-Claimed Specials
This report provides you with information about the patients who claimed the specials and the status of their claims. Specials are considered completed once invoiced. Until scheduled or invoiced there is no location assigned, so specials with a status of "Claimed" will show up in all locations.
-Treatment Price List
In order to view the configurations of all active treatments in Treatment Setup, the Treatment Price List report can now be pulled as a PDF or CSV file.
This report only reflects the current configurations for Treatment Setup, regardless of the date range inputted, and previous configurations cannot be provided.
The report conveniently displays inventory items alongside their respective retail prices when treatment charges are determined based on inventory.
Note: if you add notes to a treatment in the Practice Account > Treatment Setup, the content of the notes will display in the Notes column of the report.
-Inventory Price List
The Inventory Price List report provides more comprehensive inventory pricing details and is exportable via PDF or CSV format.
Notes populate in the report if you add and save them in the Note field of the Inventory module.
-Prepaid Packages Price List
The Prepaid Packages Price List report provides an overview of pricing across all Active prepaid packages and is exportable via PDF or CSV format.
How to read the Prepaid Package Price List
Item column has the following details:
- includes a prepaid package item's name, quantity, and retail price per item
- if a prepaid package consists of several items, each specific item of the package starts on a new line within a relevant Items column cell in a spreadsheet for improved report readability
Discount (%) of the entire package is calculated as an average of all discounts set for each prepaid package line item. Look at the example below:
Discount (%) = (10%+($20/$200*100)%+($60/$200*100)%+($10/$200*100)%)/4 = (10%+10%+30%+5%)/4 = 55%/4 = 13.75%
Discount ($) of the entire package is calculated based on the total price of the prepaid package:
Discount ($) = ($200+$200+$200+$200)*13.75% = $110
Price of the entire package is calculated based on the total price of the prepaid package (sum of the retail prices multiplied by quantities = sum of the Subtotals in the above screenshot) minus the Discount ($):
Price = ($200+$200+$200+$200) - $110 = 690
-Referral Appointment Report
The Referral Appointment report provides data on the productivity of each referral source for providing patient appointments.
Note: The Consultation and Procedure appointments no longer require having the same Visit Reason in order to render results in this report.
-Referral Conversion Report
The Referral Conversion report provides data on the number of leads produced by each referral source as well as the success rate of converting those leads into patients.
Note: The Consultation and Procedure appointments no longer require having the same Visit Reason in order to render results in this report.
Graphical Analysis
In this section, the most commonly generated reports are Revenue by Receipts and Revenue by Inventory.
In order to render a graphical analysis report, you need to select the analysis frequency first and the date range. You must have between 2-44 data points to receive a report, otherwise, you will receive an error notice. You may need to adjust the Analysis Frequency Data or date range to satisfy these requirements.
The next step is to select the location and analysis metric. You can choose up to 4 analysis metrics to add to one report.
Once your graphical analysis has been created, be sure to click Create PDF Report/Create CSV Report to render report details.
Your report details will look similar to the following report:
Also, you can render two same reports but for different time ranges to compare your practice performance at different periods. Use Comparison range checkbox for this. And set the time range you want to compare the results with.
You'll get two reports which you'll be able to compare.
1. Procedures
-All completed procedures
This report provides you with information about all the completed treatments within a chosen period of time.
-Total completed procedures by procedure
This report is the same as the previous one, but combines the appointments with one visit reason into one list.
2. Appointments
-All patient appointments/ by appointment status
Here you can create a list of all the appointments for a chosen period of time. Appointments will be grouped for each provider separately.
-Total patient appointments by appointment status
In this report, you can shorten the list of appointments to the appointments that have a certain status, e.g. Cancelled.
-Percent of appointment time used for all locations/ by location
You can use this report to analyze scheduling optimization. It will show you how many appointments ( in percentage) are assigned to a location.
Useful Help Center articles:
-How to Create Appointments
4. Revenue
-Issued invoices by staff member/ by procedure
This report will combine all the invoices that were issued within a chosen period of time. You can see only the invoices that were issued by a concrete staff member or for a concrete procedure. This report considers a created invoice as revenue. Payments are not considered in this report. However, any reductions to the original invoice amount from refunds are subtracted.
-Pre-payments
This report shows credits - payments received but not yet applied to an invoice.
-Receipts by staff member
This report shows you the payment receipts that were managed by a concrete staff member.
-Accounts receivable by staff member
Check out this report to see unpaid invoices and the staff member they are associated with.
-Fee estimates without action by staff member
This report shows Estimates that have not been scheduled or invoiced.
-Discounts by staff member/ by discount type
This report shows the invoice line pre-discount amount and discounts given.
-Inventory sales by inventory item/ staff member
Here you can check how many times the inventory item was sold and who sold it.
Video
Content Timelines per Minute:
00:00 - 00:16 - Introduction
00:17 - 00:36 - How to access reports
00:37 - 1:12 - Practice Analysis reports
1:13 - 1:58 - Generating a standard/analysis report
1:59 - 3:57 - Generating a graphical analysis report