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Financial Report

Goal Driven Analytics


"What gets measured, gets done!"

Standard Analytics

Basic statistics for single provider offices.  Includes tracking of new patients,  patient visits, services and collection. This report will compare last year numbers with current year on a month by month basis.  It will also include retention and services and collection percentages of new patients and patient visits and new patients source and type tracking

Stat Analysis report will be emailed monthly.

 

 
$155/mo

Standard Plus Analytics

Standard Plus includes all of the Standard options PLUS  insurance collections and over the counter collections, write- offs, and days worked.  Bonus items include access to private members library and toolkit.

 

Monthly statistics will be emailed, hard copy mailed each month with newsletter and posted to private online accessible locker.

Additional fee for additional providers, service and location. Contact us directly for multiple providers.

$225/mo

Custom Analytics

Need something more specific?  We can help!

 

Modest set-up fee for non-standard reporting or specialized statistics, such as marketing expense and cost per New Patients, $ kept appointments, etc. 

Additional options include:

*Review by Ed Petty,  

  Observations and

  Recommendations

*1 half hour strategy

  session with Ed Petty. 

Call for pricing

414-332-4511
Call today to get started or for more information
414-332-4511
Description
Standard
Standard Plus
Custom
STAT ANALYSIS
X
-- Basics statistics in table format, with YTD comparison
X
X
Call for details
-- Compare YTD with LYTD for all stats
X
X
-- % changes from YTD to same period last year
X
X
-- Major statistics plotted on line chart
X
X
NEW PATIENT TRACKING
X
X
-- Source of NP charted for each month
X
X
-- Source of NPs compared this month to last year MTD
X
X
-- Pie chart showing % of each source of NP
X
X
-- Type (Cash, PI, Insurance, etc.) charted for each month
X
X
-- Type comparing YTD with LYTD
X
X
Copy of statistics emailed
X
X
Hard copy mailed each month with newsletter
X
X
Stat Analysis report posted to private dropbox/locker
X
Access to private member's library and toolkit
X
Multiple providers or services
X
Stat Analysis.png

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