Detailed Financial Reporting with ClinicTracker EHR

Financial Reporting


  • Quicken the pace of reducing your accounts receivable

    Access critical data with only a few mouse clicks

    Information flows between your agency's clinical and financial operations
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We've designed dozens of detailed reports to help agency managers and directors track their financial operation. These built-in reports give you a whole new level of information and control of how your agency manages claims and payments. 

Reduce your Accounts Receivable Faster 

Customizable reporting provides all the information you need to stay on top of patient payments. These reports also help you project cash flow more accurately. At any time you can view:

  • Claim Status
  • Claim Activity
  • Claims and Balances
  • Aging by Patient, Clinician, or Insurer
  • Collection Letters
  • And more…

If ClinicTracker doesn't already store a report that has the information you need, create it with the Custom Report Builder or ask our support team to help.

Enhanced Business Intelligence

Other built-in reports break down claim activity and payments by patient, staff, location, payor, program, service, and more:

  • Claim Detail by Insurer
  • Payment Report
  • Payment Application by Client or Clinician
  • Payments by Transaction
  • Payments by Claim
  • Credit Balance Report
  • And more...

Clinical Integration

An integrated system means that you can easily transition clinical appointments into billable claims. It also allows for information to flow between the clinical and financial aspects of your agency. For example, financial reports can include demographic or clinical information, while clinical staff can view a patient's open balance information. Relevant financial information is, therefore, accessible wherever it is needed.

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