AdvancedMD Reporting Services
AdvancedMD ships 650 reports. We answer the questions that are still open after all of them.
AdvancedMD comes with 650 reports. A paid add-on sits on top that trends and compares them. Between the two, most questions a practice asks get answered. The rest are all the same kind: the answer needs two pieces of information put side by side, and one of them usually lives in another system such as payroll, accounting, or wherever your new patients come from. AdvancedMD gives large practices the tools to do that. PracticePath does the work: whether a clean claim rate is real, how much capacity got used, where money leaked and at which step, and what to fix first.
What you get, what costs extra, and what sits above both.
You ran the report. Then you ran three more. The number you came in for is still not on the screen, and by now you are half wondering whether it exists at all. It does. Part of it is in AdvancedMD. Part of it is in a system sitting right next to AdvancedMD. Nothing puts the two halves together, because putting them together was never a report's job.
Level one. Report Center.
Included with the billing software. 650 reports covering collections, aging, denials, provider production, insurer mix, no-shows, coding, and patient balances. Set your own date ranges and filters, save favorites, pull up the last twelve you ran. For most practices this is more than they currently use.
Level two. Reporting and Analytics.
A paid add-on. It carried the name AdvancedInsight until AdvancedMD gave it a refresh. This is the trending tier. It compares months, tracks how insurer payments are moving, flags providers running outside the pattern, and exports to Excel.
Level three. The tools for large practices.
Listed under Enterprise and Group Practices rather than under reporting, which is why most owners never come across them. They let a practice read its own data outside the report screen, keep a copy of it, and hook other systems to it.
Level three has been there for years. Very few practices use it. Not because it costs too much and not because they lack permission. What comes out is raw data, and raw data needs someone who reads it for a living. We work level three.
If your questions are about trends and comparisons, the add-on is the cheaper answer and it does that job well. Start there.
If the questions you keep coming back to are the ones marked PracticePath below, the add-on is answering a different class of question, and you would be paying for a job you did not need done. Some practices run both. Some go straight to level three. Either is a reasonable call. Worth ten minutes before the invoice rather than a year after it.
A practice is one business. Its information sits in separate boxes.
Money, staffing, care and patients get treated as four different conversations with four different reports. Almost every question worth asking sits where two of them touch. A patient who stops showing up is all four at once: a care event, a schedule that went unfilled, a person nobody called, and money that never arrives. No report is written to see all four together.
The boxes also sit outside AdvancedMD. Payroll knows what your staff costs. Accounting knows what you spent. Your marketing knows where the patient came from. AdvancedMD knows what happened at the visit and what was billed. Each one is right about its own piece and blind to the rest.
Our work is putting the pieces next to each other so the question only has to be asked once.
One hundred and one examples, and where each one lands.
These are examples, not a menu. They are the questions we hear most often, grouped by the smallest thing that answers them. Each level covers the one before it, so a Report Center question is answered by all three and the last group is answered in one place. Anything AdvancedMD already covers, we will point you at before you spend a dollar with us.
Money
Report Center 13
All three answer these- What does my aging look like today
- Which insurers are holding the most of my money
- What is my denial rate
- What is my clean claim rate
- What is my insurer mix
- What did patients pay us last month
- What have we collected year to date
- What did we charge in total
- What did we collect in copays, coinsurance and deductibles
- What do patients still owe us
- What did we write off
- What is the average charge per visit
- What posted to the ledger yesterday
Reporting and Analytics 7
The add-on and PracticePath answer these- How has aging moved over six months
- Are insurer payments trending up or down
- What are we collecting per unit of provider work
- Which of my top insurers changed behavior
- How does this month compare to the same month last year
- Is my collection ratio improving or slipping
- How do my aging days compare across quarters
PracticePath 19
Answered in one place- How many days from the visit to money in the bank
- Where in those days is the money actually sitting
- How much work is done right now that cannot be billed yet
- How many denials started as a mistake at check-in
- What does a denial really cost once rework hours are counted
- Which insurer disputes are buried under a heading nobody reads
- Is a drop in my numbers my billing or the insurer changing
- Is my clean claim rate telling me the truth
- Which denials keep coming back and what is causing them
- Which of these problems can be made to stop on their own
- Why is one month strong and the next one weak
- What should we fix first, and what is it worth
- How does what we billed compare to our budget
- What will cash look like ninety days out
- What does each location earn after shared costs are split fairly
- What does each service line earn after true cost
- What are we leaving at the front desk before the patient walks out
- Whose card on file is about to expire
- What is our revenue after operating costs, honestly counted
Staffing and process
Report Center 8
All three answer these- What are my no-show and cancellation rates
- What did each provider produce last month
- How many encounters did each provider have
- What did the clearinghouse send back
- Which charge slips are missing
- How many appointments were scheduled versus kept
- How many same-day appointments did we run
- Who are my patients, by age and area
Reporting and Analytics 4
The add-on and PracticePath answer these- Which providers are running outside the pattern
- Is provider productivity trending up or down
- Are we hitting our scheduling targets
- How does this quarter compare to last
PracticePath 16
Answered in one place- How long does work sit between the people who touch it
- How many staff do we need for the volume we run
- How does our staff-to-patient ratio affect what we collect
- What did staff turnover cost us in collections
- Which check-in mistakes are causing next month's denials
- Where does the same claim get touched more than once
- Which steps in our process create the rework
- How much of our open schedule turned into money
- How much more could we see without hiring anyone
- How much of the capacity we pay for did we actually use
- How many visits will we do next quarter
- What does it cost us to deliver each type of visit
- What is a referral source worth a year later
- Which marketing spend actually produced a patient who stayed
- How long does a new patient wait for their first appointment
- What happens to revenue when a provider goes on leave
Care
Report Center 5
All three answer these- Which notes are unsigned or not yet billed
- Which procedure codes are we using
- Which diagnosis codes are we using
- How many visits has each patient had
- What was prescribed, and by whom
Reporting and Analytics 2
The add-on and PracticePath answer these- Whose coding has shifted this quarter
- How does each provider's coding compare to the group
PracticePath 10
Answered in one place- How long from the visit to a signed note, by provider
- How much revenue is stuck behind unsigned notes right now
- Are patients coming as often as their care plan says
- Which recall lists actually bring people back
- Which chronic care patients are overdue and what is that worth
- Which documentation gaps turn into denials later
- Which care gaps carry a dollar figure
- Do outcomes differ by provider once case mix is accounted for
- Which visit types are we under-coding
- Where does the plan of care and the schedule disagree
Patients
Report Center 5
All three answer these- What is each patient's balance
- What did each patient pay and when
- What does a patient's visit history look like
- How many new patients did we see
- Who is using the patient portal
Reporting and Analytics 3
The add-on and PracticePath answer these- Are patient payments trending up or down
- Is new patient volume growing
- How does patient retention compare across locations
PracticePath 9
Answered in one place- Which patients stopped coming and what did that cost
- Which providers lose the most patients over three years
- How many patients never came back after their first visit
- Which patients are about to lapse
- What is a patient worth over the life of the relationship
- Why do patients leave, by pattern rather than by anecdote
- Does how we ask change whether a patient pays
- Which patients are one missed appointment from gone
- Does satisfaction predict whether they came back
Forty-seven are already answered inside AdvancedMD. We answer those too, and the other fifty-four as well.
Why we can answer the ones marked PracticePath.
The same visit lives in more than one place. A visit, a charge and a claim are three separate records with three separate timestamps. Most reports pick one and answer from it. That is why two reports about the same month can disagree and both be correct.
One encounter can carry a rendering provider, a billing provider and a supervising provider, and they do not have to be the same person. Run productivity off one and collections off another and the two will never line up, no matter how long anyone stares at them.
A group with several locations carries several office keys, each set up by whoever set it up. Roll them together without accounting for that and the total comes out wrong in a way that looks perfectly reasonable.
A patient can exist twice. The responsible party is a separate record from the patient. Adjustments, write-offs and refunds are separate kinds of transaction, and a summary can blend them without saying so.
None of that is a flaw. It is what happens when one system has to run scheduling, charting, billing and collections at the same time, and it is true of every practice management system worth using. Knowing where each piece sits, and which piece your question actually needs, is the difference between a report that runs and an answer you can act on.
Most reporting runs forward. We run it backward.
Here is the data, go find something interesting in it. That is how a practice ends up with a wall of dashboards and the same three questions still open.
Name the number you want to move. Work back to what actually drives it. Only then decide what needs looking at.
Say the number is how fast cash arrives. Cash arriving depends on how quickly work becomes billable, how cleanly it goes out the door, and how much of it comes back. Those trace to notes getting signed, to what happened at check-in, and to how the patient was asked to pay. Those are the things we measure. Nothing else earns a place on the report.
The chain always ends in somebody's hands, and those hands belong to different people. So the same finding has to arrive in different shapes.
The number, where it is heading, what the gap is worth
Decides where money and attention go
Which step is slipping and by how much
Moves people, changes the process
Their own short list, today
Signs the notes, closes the charts
A worklist with names on it
Works it before it turns into aging
The same number with the workings attached
Asks harder questions and gets answers
One truth underneath, five ways of seeing it. A provider handed the owner's view does nothing with it. An owner handed the provider's list learns nothing from it.
We read a practice the way an operator reads one. The questions under every report we produce stay the same. How much cash does this practice actually throw off? How steady is that from one month to the next? How much of the capacity you already pay for turned into revenue? Everything above ladders up to one of those three.
An answer, not a dashboard.
A dashboard is a place where a number could be. We hand you the answer to a question you asked, with the dollars attached and a list of the records it came from.
What happens after we find it.
A number on its own changes nothing. Every finding we hand over comes with the cause attached, and the cause is almost always smaller and more specific than anyone expects. A denial rate is a symptom. The cause might be one field left empty at check-in, on the days the regular person is off.
Once you know that, the fix moves upstream. Stop chasing the denial and stop the empty field. The thing you were working on last month stops being a thing you work on.
Then it has to stay fixed, and that takes one of three things depending on what broke.
A changed step.
Someone does something in a different order, or at a different moment, and the failure has nowhere left to happen. Cheapest fix there is, and the one most often skipped.
A rule that runs on its own.
Nightly, weekly, without anyone remembering. The expiring card gets caught in week one instead of month four. Most of what we find lands here.
Something that watches the pattern.
Some failures never show up in a single record. They only appear in the shape of the data, and by the time a person notices, the money is gone. That is where a model earns its place. We use one where that is true and leave it out where it is not.
Underneath all three, the measurement stays on. If the clock starts creeping in the wrong direction, you see it while it is still a few days of drift rather than a quarter of surprise.
Thirty minutes, then your data, then the measuring stays.
Thirty minutes, free. Bring one question your reports have never answered. We tell you where it lands. If it lands in Report Center or the add-on, we point you at the report and we are done.
The look at your data. We go through your AdvancedMD information, hook up whatever else the question needs, and come back with findings that have dollar amounts on them, each one traced to the records that produced it. Real money, named cause, and where it is going.
Then the measuring stays. Finding it once is a report. Finding it every week without anyone asking is the part that moves the number.
Why the same question keeps coming back.
Take the one every owner asks. How long does it take us to get paid.
Days in A/R answers it. But days in A/R starts counting the day the claim goes out. The visit was earlier. In between sits a note nobody signed, a charge nobody coded, a claim waiting on a batch. None of that is inside the number, so a practice can work on days in A/R with real effort and watch nothing move.
At one practice we work with, 628 charge slips sat unsigned on a single day. The work was done. The money was earned. None of it could be billed yet, and none of it showed up in A/R, because A/R had not started counting.
Start the clock at the visit instead of the claim and every one of those days becomes visible. Same information. Different clock.
What it looks like when it works.
A practice we run gets paid in nine days from the date of the visit. Clean claims above 95 percent. Billing quality at 96.2 percent, at a point when the reported number looked worse, because the drop was the insurers changing behavior rather than the billing team slipping. No report separated those two until someone went and looked.
In February 2024, when Change Healthcare went down and practices across the country could not make payroll, that practice did not miss a beat. The cash was already in.
None of those answers came out of a report. They came from information pulled together across money, staffing, care and patients, and from two systems that had never been asked to talk to each other.
Two reasons to close this page.
If you have not really worked Report Center, start there. It is included, it holds 650 reports, and a lot of what gets called a visibility problem is a report nobody has opened.
If your question is about trends, buy the add-on. It costs less than any outside help and it does that job well.
If both of those are already true, the question is still open, and you plan to change how the practice runs rather than just find out what is wrong with it, we are worth your time. That is a smaller group than the number of practices who think they have a reporting problem.
How many reports does AdvancedMD include?
650. More than 150 standard financial reports plus close to 500 you can shape yourself, all through Report Center, all included with the billing software.
Is Reporting and Analytics included or extra?
Extra. Standard reporting comes with every practice management subscription. The trending tier is bought separately.
What happened to AdvancedInsight?
AdvancedMD refreshed the product and renamed it Reporting and Analytics. Older articles and videos still use the old name, which is why the two can look like separate products.
Can you connect AdvancedMD to our payroll or accounting?
Yes. AdvancedMD provides the hookups for large practices, and payroll, accounting, marketing sources and patient messaging are the common ones. Connecting them is the easy half. Deciding what to connect and why is the work.
Can I get AdvancedMD data into Power BI?
Yes, and it is a common place to put it. What matters more than the tool is which question it is being asked to settle. A fast dashboard answering the wrong question costs more than no dashboard.
Why does my aging look fine while cash feels tight?
Days in A/R starts counting when the claim goes out. Anything before that, including notes nobody signed and charges nobody coded, sits outside the number. A practice can hold a healthy aging figure while carrying days of work it has not billed.
Do you just find things, or do you fix them?
Both. Every finding comes with the cause underneath it. Then the fix moves upstream so the problem stops before it forms, and it gets held there by a changed step, a rule that runs on its own, or a model where the pattern is too subtle for a person to catch in time.
Do you use AI?
Where the failure only shows up in the shape of the data and a person would spot it too late to matter. Plenty of what we find needs a changed step or a rule that runs nightly instead, and those are cheaper and more durable. We pick the smallest thing that holds.
Does this replace revenue cycle management or my billing company?
No. They work claims, denials and collections day to day. We work on why those denials keep showing up, and the cause almost always sits earlier than the claim. The two run alongside each other.
I am still deciding on AdvancedMD. Is the reporting any good?
Report Center is deep for what it is: 650 reports included, no extra charge. The trending tier costs more. Anything needing two systems looked at together is a separate piece of work no practice management system does for you.
How do I know if my question needs outside help?
Ask what it would take to produce the answer. Two systems, more history than your reports hold, or a moment nobody wrote down means no report is going to return it.
Bring the one they never answered.
Book 30 minutes. Bring one question your reports have never answered, and you will leave knowing where it lands.
Grab 30 minutes with us →Everything on this page about AdvancedMD comes from AdvancedMD. The rest of what we do on it is here.
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