Know exactly where your revenue stands
See what's been billed, what's been collected, and what's outstanding, without digging through spreadsheets. Our reporting and analytics service turns billing data into decisions, with monthly reports and a review call.
- Monthly reports
- Denial and A/R trends
- Review call
The problems we hear about most
Before practices come to us for reporting and analytics, these are the issues that keep coming up.
Data without answers
Most practice systems produce reports, but few tell you what's going wrong or why.
Surprises at month end
Without regular reporting, collection dips show up after the damage is done.
Big decisions without numbers
Hiring, adding a provider, or opening a location is risky without a clear financial picture.
Everything included in our Reporting & Analytics service
Certified billing and coding professionals handle every part of it, with HIPAA-compliant processes throughout.
Collections summary
Charges, payments, and adjustments for the month, compared with prior periods.
Denial trends
Denials by reason and payer, and what's being done about them.
A/R aging
Outstanding balances by age bucket and payer, plus days in A/R.
Provider productivity
Visits, charges, and collections by provider.
Payer mix
Where your revenue comes from and how each payer is paying.
Monthly review call
A walkthrough of the numbers and agreed next steps.
How reporting and analytics works with Optima
First, we set up a clear process from day one. That way, your claims keep moving while we get started.
Set your baseline
We agree on the numbers that matter most to your practice.
Build the reports
Reports are prepared from your billing data each month.
Review together
We walk through results on a scheduled call.
Act on it
Findings become specific actions, like fixing a denial trend or following up with a payer.
Is reporting and analytics right for your practice?
Tap anything that sounds like your practice today.
Let's see if we're a fit
Select the statements that describe your practice to see whether Reporting & Analytics would help.
What reporting and analytics changes for your practice
Clear visibility
Know what's outstanding and why, every month.
Better decisions
Plan staffing and growth with real financial data.
Earlier warnings
Spot collection problems before they grow.
Reporting and analytics for 30+ specialties
Our team works by specialty, so they know the codes, modifiers, and payer rules that apply to yours.
Services that work well together
Typically collections, charges, adjustments, denial trends, A/R aging, days in A/R, payer mix, and provider-level numbers. We'll tailor it to what your practice needs.
Yes. If you need a specific view, like one location, service line, or payer, we can build it into your reporting.
Reporting is included with our billing and RCM services. If you only need an assessment, a billing audit may be a better fit.
Your point of contact walks you through the results on a regular review call and answers your questions.
See what reporting and analytics could change. Start with a free audit.
First, we'll review a sample of your claims, denials, and A/R. Then we'll show you where your revenue cycle needs attention.