Practice & Billing Reports

Chiropractic reports show whether the practice is billing and collecting the way you expect. The PatientCopilot EHR includes accounts receivable aging, collections and visit counts, and denial rate, reconciled to the ledger. It is part of the Autopilot plan.

Core practice stats

Visit counts are the simplest measure of activity. Track them by day, week and provider to see how busy the practice is. Compare them with your schedule to spot gaps.

• Visit counts
• Collections
• Accounts receivable aging
• Denial rate

Financial reports

Accounts receivable aging groups unpaid balances by how long they have been open. Use it to decide what to work first. Collections reports show what came in over a period, and denial rate shows how many claims are rejected or denied.

Because the figures reconcile to the ledger, the numbers on a report match the numbers behind it. If a total looks off, you can trace it to the posted entries.

Retention and reactivation

The EHR reports focus on billing and clinical activity. For patient retention, reminders and reactivation campaigns, use the PatientCopilot CRM and marketing tools. Pair them with EHR reports to see who has not been in for a while and who still has a balance.

Reports that fit your routine

Pick a short list of numbers to review weekly, and a longer list for monthly review.

• Weekly: visits, collections, new claims
• Monthly: receivable aging, denial rate, balances by payer type

Sort by provider if you have more than one. Compare against the prior period instead of looking at a number alone.

How it works

1. Visits are documented and coded in the EHR.
2. Charges, payments and adjustments post to the ledger.
3. Reports read from the ledger and visit records.
4. Open the report you want and set a date range.
5. Act on what you see, such as following up on old balances.

Working denials

A high denial rate usually points to a pattern: a code issue, a missing authorization or a documentation gap. Use the report to find the pattern, then fix the cause upstream. That is more effective than reworking the same denials every month.

The PatientCopilot EHR is under development. This page describes what it is designed to do, and it is not ONC certified.

Reports help when you act on them. Choose a standard set of reports and review them on the same schedule every week or month. Compare to the same period last year if you have the data, since seasonal patterns are common. Share the key numbers with your team and agree on one or two targets, such as reducing aged receivables or lowering the denial rate. When a number moves, drill into the cause: a payer, a code, a provider or a process. Keep notes on what you changed and see whether the next report reflects it. Over time, a few steady habits do more than a long list of metrics.

If your practice has several providers, compare their numbers fairly by looking at visit mix and patient load, not only totals. Use reports to support conversations about workflow and goals, and keep the tone constructive.