Reporting
Flexible, professional-grade reports
Improve productivity and enjoy greater convenience with on-demand and email reports. You can generate live practice-specific and enterprise-wide reports then customize, drill-down, print, and export your reports to Excel or PDF. You can also schedule the automatic delivery of email reports. Kareo gives you instant access to your clinical and financial performance so you can track productivity and make better decisions.
Create, Customize, and Print Live Reports
Practice-Specific Reports - Kareo offers a comprehensive assortment of reports for your practices. Use key indicators reports to review the key practice metrics. Use accounts receivable reports to monitor the revenue you are owed. Use encounters and charges reports to monitor your billings. Use payments and adjustments reports to review your collections. Use denial management reports to identify data entry errors and missed revenue opportunity. Use patient and scheduling reports to monitor the flow of patients through the practice.
Enterprise-Wide Reports - Kareo also offers an assortment of enterprise-level reporting, allowing you to report across all of the practices and users within your organization. Use company indicators reports to track the relative performance of every practice under your management. Use user productivity reports to monitor the workflow and productivity of users throughout your organization.
Customization - All of the reports offer rich customization options. You can report by service date or post date. You can filter, group, and sub-group by various criteria, such as providers, departments, service locations, insurance companies, and much more. You can filter by procedure code or procedure code range. You can generate reports by charge or payment batch. Finally, you can show columns by month, quarter, and year.
Drill-Downs - A growing number of Kareo reports are cross-linked with each other. You can use hyperlinks to drill-down from summary to detail reports, and to drill-down from detail reports to related records.
Export Reports to Excel or PDF - You can export and save any report to Microsoft Excel or Adobe PDF file formats. This allows you to email reports to your physicians or store them on your own computers.
Security and Permissions - You can provide real-time, unencumbered access to reports for all users in your organization. Or, if you prefer, you can use special reporting options to limit the date ranges of reports for certain classes of users, such as physicians, or front-office users. This can be used by a billing office to control access to reports, for example, so that certain users can only view reports for a period after the books are closed on that accounting period.
Scheduled Delivery of Email Reports
You can schedule the automatic delivery of provider performance reports by email on a daily, weekly, or monthly basis. The email reports provide key performance indicators such as patients, charges, payments, A/R balance and more. You can configure the reports to be delivered to many email addresses such as the physician, the office manager, or others.
