What is the Monthly Financial Tracking Report?
Reports > Management > Monthly Financial Tracking
The monthly financial tracking report provides a comprehensive view of one or multiple patient’s revenue and co-payment details plotted per month. The user can generate this report for a particular search criteria. This report also shows pending payments, the total copay charged and collected along with receivable payments and insurance claim denials.
Follow the workflow above to land on the monthly financial tracking tab.
In the revenue graph, the bars in blue show payments and the bars in red show charges. In the co-payment graph, the blue pars display copay payments whereas the red bars show copay amounts.
If no record is found for a patient, the following page is displayed.
