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    Financial Reporting


    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.

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    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…
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    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.