What your weekly and monthly reports look like
An illustrative layout of the reports your pod lead sends. Real reports use your own data, in a format agreed during onboarding.
Illustrative imageClear, consistent and action-focused
Every section ends with what happens next, so you are never left guessing.
Collections summary
Payments posted, by payer and location, compared with the previous period.
AR aging
Open balances by age bucket and payer, with the actions taken on each.
Denials & root causes
Top denial reasons, what was appealed, and the front-end fix for each cause.
Claims activity
Claims submitted, rejected and resubmitted, with turnaround notes.
Front-end checks
Eligibility and authorization issues caught before the visit.
Next actions
What we are fixing next, and anything we need from your office.
Illustrative layout only. Grey bars stand in for your practice's data; no figures are shown.
Want to see it with your own numbers?
Start with a free billing audit. We'll share findings in the same clear format.
- Denial patterns and root causes
- AR aging and stuck balances
- Coding and charge-capture gaps
- Eligibility and front-end workflow
- Payment posting and underpayments
- Practical next steps, clearly prioritized