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Financial Reporting And Mental Health Accounting Software


Financial Reporting: Create Customized Reports To Track Your Agency's Financial Health

We’ve designed dozens of detailed reports to help agency managers and directors create order around their financial reporting and 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.

financial reporting for mental health clinic
financial reporting for behavioral health

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…
financial reporting integration with EHR
financial reporting challenges for clinic

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.

Clinic Tracker Mobile
Workflow / Compliance Builder
Telehealth Online Consultation
Patient Portal
Portable Medical Record
Lab Orders & Results
Form Builder
Google Maps
Outcome Measures Testing Wizard
Electronic Prescribing (ePrescribing)

Contact Us

We’d be happy to demonstrate how our software can help make your facility more efficient, organized, compliant and profitable.