Financial Visibility
Reporting & Analytics
You can't manage what you can't see. Every month we analyze your practice's financials in depth, then explain, in plain English, what changed, why, and what we're doing about it.
No two practices are the same, so no two of our reports are either. We tailor each client's reporting to their specialty and payer mix, but every report starts from the same goal: showing you exactly where your revenue is, where it's moving, and what's driving it.
- A full A/R reconciliation from opening balance to closing balance, every dollar accounted for
- Collections broken down by service line and individual CPT code
- A written summary that explains the numbers, not just lists them
What's included
A/R Reconciliation
We reconcile your accounts receivable from the period's opening balance through close (charges entered, patient and insurance payments, and adjustments), so the movement in your A/R is fully explained.
Service-Line & CPT Analysis
Collections broken down by service type and individual CPT code, including revenue per unit, so you can see precisely what's driving your income.
Payer Mix Analysis
Payments organized by insurance carrier, so you know which payers actually drive your revenue, and which ones to watch.
Written Executive Summary
A plain-English narrative each period: what moved month over month, why it moved, and the actions we took (like resolving targeted A/R balances).
What's inside a Key Medical report.
Executive Summary
The month in plain English: what changed and what we did about it.
A/R Reconciliation
Opening balance to closing balance, with every charge, payment, and adjustment accounted for.
Service-Line & CPT-Level Collections
Where your collections actually came from, down to the procedure and per-unit detail.
Payer Mix
Which carriers are paying you, and how much.
Month-over-Month Trends
How key categories are moving over time, so growth and problems are both visible early.
Every report is built around your practice. What you see here are the analyses most of our clients rely on.