The Trending Reports section provides shortcuts and easier access to frequently used tools and reports in each module. This can help you manage schedules, payments, and financial performance while saving time and improving efficiency. For additional information, click on each task. 

Schedule Billable

It is a shortcut to the appointment list view under the Appointments module, where you can edit sessions in bulk, under the “Manage Sessions” category. Additionally, you can also render and cancel sessions in the list view. You can filter the results based on date/date range, treatment type, patient, provider, service, place of service (POS), status, and notes. 

Payment Deposits

This is a shortcut to the “Cash-Posting” category under the Payments module. You can view payments that have been deposited, ERA, paper checks, and patient payments. Filter the results based on deposit date range, check date range, payee type & name, and check number. 

Key Performance Indicator (KPI) Reports

KPIs highlight the cash flow and collections of your practice in real time. The reports are categorized by months, patients, and insurance, as shown in the images below. You can balance the books by generating the file, and identifying specific areas for collecting and disbursing money.