DASHBOARDS & REPORTING

Turn your practice data 
into decisions that matter

Executive Summary_Collapsed Table 1

Running a sustainable behavioral health practice means balancing exceptional care with financial reality. Our advanced analytics surface the insights you need to do both.

FEATURES

Everything you need to make confident, informed decisions

Custom BI dashboards

Configure dashboards that show what matters to your role. Practice owners see financial health and growth trends. Billing managers track claim status and denial patterns. Clinical directors monitor caseloads and productivity.

Real-time revenue cycle visibility

Track claims from submission to payment with real-time status updates. Spot denial patterns before they become revenue leaks. Monitor payer performance to identify who's consistently slow or problematic.

Automated reporting and delivery

Save commonly run reports and schedule them to run automatically—daily, weekly, or monthly. Have critical reports delivered directly to the right people within the system, eliminating context switching.

Flexible, rules-based queries

Standard reports cover most needs, but when you need something specific, the rules-based query builder lets you extract exactly what you're looking for. Export to CSV for additional analysis.

Task-driven worklists

Stay ahead of regulatory requirements with worklists that surface what needs attention: upcoming authorization expirations, missing documentation, claims requiring follow-up, and compliance gaps.

Accounts receivable forecasting

Project future revenue based on your payer contracts and historical collection patterns. Make informed decisions about capacity, staffing, and growth with confidence in your financial projections.

ROI tracking and reporting

Manage and track every ROI request from initiation through release. Document what was released, to whom, and when. Generate complete accounting of disclosures reports for compliance—all within each client's chart.

Expert consultation and support

Our team is here to help you understand which reports to run, how to interpret what you're seeing, and what actions to take based on your data.

DO GOOD, DO WELL

The numbers must work so you can keep doing yours

You can't help people if you can't keep your doors open. Every missed authorization, overlooked denial, or inefficient process drains resources that could go toward client care.

Our analytics help you:

Stop revenue leakage
Identify denial patterns, authorization gaps, and billing errors in real-time, not months later when it's too late to recover.

Make confident business decisions
When you can see exactly where your revenue comes from, which services are most profitable, and which payers consistently under-perform, decisions about expansion, staffing, and contracts become clearer.

Optimize clinical resources
Balance caseloads effectively. Identify productivity trends. Understand no-show patterns. Use data to support your clinical team instead of burning them out.

Focus staff energy where it counts
When analytics highlight where errors keep happening, you can fix the process at the source and free your staff to focus on exceptions—not firefighting.

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CAPABILITIES

Built exclusively for how 
behavioral health works

  • Dashboard & KPI tracking

    • Days in Accounts Receivable (AR)
    • Cash collection rates by payer
    • Aging A/R analysis
    • Denial rates and reasons
    • Authorization compliance tracking
    • No-show and cancellation patterns
    • Clinician productivity metrics
    • Caseload management indicators
    • Revenue per client/service type
    • First-session response times
    • Treatment completion rates

  • Customization & visualization

    • Role-based dashboard configurations
    • Drag-and-drop customization
    • Real-time data visualization
    • Color-coded performance indicators
    • Trend analysis (daily, weekly, monthly, yearly)
    • Multi-practice/multi-location views for enterprise users

  • Reporting capabilities

    • Dozens of standard, configurable reports
    • Rules-based custom query builder
    • Clinical, practice management, and RCM reports
    • Automated report scheduling
    • In-system report delivery to specific users
    • Export options (PDF, CSV, Excel)

  • Revenue cycle intelligence

    • Real-time claim status tracking
    • Payer performance analysis
    • Payment accuracy monitoring
    • Contract rate comparison
    • A/R forecasting based on contracted rates
    • Collection percentage trending
    • Write-off analysis

  • Compliance & risk management

    • Authorization expiration alerts
    • Documentation completion tracking
    • ROI request management and accounting of disclosures
    • Regulatory reporting capabilities
    • Audit trail and compliance reporting

  • Operational efficiency

    • Task-driven worklists
    • Exception-focused workflows
    • Automated alerts and notifications
    • Drill-down analysis from summary to detail
    • Cross-report data correlation

TRUSTED BY LEADING PRACTICES

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FAQs

Common questions about our advanced analytics, dashboards, and reporting capabilities

Our practice has unique reporting needs. Can you accommodate custom requirements?
Yes, the platform includes a robust rules-based query builder that lets you create custom reports. We also offer dozens of standard, configurable reports that cover most requirements.

See what your practice can accomplish with more data at your fingertips