Reports — Financial & Revenue Cycle
Collections, profitability, claims, denials, aging, payment plans and statements.
Stakeholder demoDemo data
Gross charges
$645K
build amount · charges by DOS
Insurance paid
$298K
claim remittance · EOB + ERA
Patient paid
$46K
payment collection · copay + balances
Cash / products
$18K
front desk · retail, supplements
Denials
$22K
from payment posting · open denial dollars
A/R 90+
$35K
aging from collection · highest risk bucket
Total collected
$344K
insurance + patient payments
From visit to payment
980 encounters · $314,580 charged
Encounters980 · $314,580
Note locked964 · $309,547
↳ 16 notes still open — blocks a claim
Coded & captured956 · $307,030
Claim submitted956 · $307,030
Accepted by payer953 · $205,106
Paid873 · $163,469
↳ 83 denied — $41,637 awaiting rework
Why claims aren't ready
Coming soon
Coming soon — a live breakdown of why pending claims aren't ready to submit (e.g., note not locked, validation errors), from the claim-generation automation.
Draft Mode: claims are held for staff review before submission, so payer denials aren't tracked here.
RCM module outcomes
Each automation that drives the numbers above — expand one for its outcome metrics.
Outstanding — A/R aging
$127,166 in A/R
0–30 days
$67,907
31–60
$32,300
61–90
$15,514
91–120
$6,740
Over 120
$4,705
LiLi — billing priority order
Ranked by dollars at risk, patient-safety or compliance impact, deadline proximity and ease of resolution. Every line opens the underlying record.
1Biller
Submit the 42 ready claims today
$0 at risk now, but ages into A/R tomorrow
2Biller
Resolve 16 denials before filing limit
Largest single recoverable pool this month
3Front desk
Chase 12 delinquent payment plans
Predictable cash, lowest effort per dollar