Get More Intelligence Out of the AdvancedMD You Already Run
AdvancedMD gives you ODBC and an open API for exactly this reason. It was built to let your data go further than the standard reports. We are the ally that takes it there, with Power BI on top of your AdvancedMD data.
Your reports tell you what happened. You need to know why, and what to do next.
You came looking for better AdvancedMD reporting, and you are in the right place. We build Power BI reporting on your AdvancedMD data, and the catalog further down covers nearly every report a practice could ask for. But a report is where this starts, not where it ends.
Your standard reports describe. They show you the balance, the total, the rate. What they cannot do is tell you why the number moved, which part of the practice is driving it, or what to do about it. A report sees one system. Your practice runs across many, AdvancedMD, the clearinghouse, the payment processor, the scheduler, and the answer usually lives in the gaps between them, where no single report can see.
Anyone can build a report. Knowing what to do with it is the rest of the job.
Most people who build reports have never been on the hook to run a practice. They can hand you a number. They cannot tell you what it means or what to do about it, because they have never had to make payroll on it, fix a margin with it, or live with the outcome it points to. They have plenty of data. What they lack is the mindset.
We have run the practice. We know what the number is supposed to be, because we have carried it, and we know how the same problem was solved in other industries that timed and fixed this kind of thing decades before healthcare looked at it. That is the difference between a chart and a decision. One shows you what happened. The other comes from someone who knows what should happen next and has done it before.
So here is how it works. We connect your AdvancedMD data with the systems around it, then work backward from the outcome you care about to the specific thing in the data that is driving it. Not a chart of what happened. The reason it happened, traced to the exact stage, payer, provider, or behavior responsible.
And it points at whatever your practice runs on. Cash. AR. The insurance revenue you are owed but not collecting. Provider payouts. Then compliance, retention, productivity, capacity, and every other outcome you measure. The method is the same. The outcome it is aimed at is yours to choose.
Real findings, across different outcomes
Each one points at a different outcome, because the intelligence is not built for one kind of problem.
A retention number that looked healthy hid the truth underneath it. Broken out by provider, some kept nearly all their follow-ups and others lost a third. The blended average made a fixable, concentrated problem look like an unavoidable practice-wide one.
A collectible AR line carried $104K that had already been written off months earlier, reclassified into a category nobody had split open. The report showed the money as coming. It was gone.
A clean claim rate that read as a team problem was mostly a payer one. $650K in disputes sat blended into an "other" category, invisible as its own issue, while the billing team got blamed for a number they did not control.
None of these showed up on a standard report. Each one took pulling the data apart and reading it forward, as a signal of what is happening now, instead of backward, as a record of what already went wrong.
A finding is not the end. It resolves into a move.
This is the part no dashboard does. A dashboard hands you a chart and leaves the rest to you. We take every finding to the move that actually changes it, and there are three kinds.
Create a behavior
A new human step, built into the workflow so it happens by default, like booking the next appointment before the patient leaves the visit, so retention stops leaking at the source.
Take an action
The next best move, handed to the specific person who owns it, ranked by what it is worth, so effort goes to the dollars that matter instead of an aging report to sort through.
Automate it away
The task that should never have needed a person, removed entirely, so the problem cannot come back the next time someone forgets.
Find it, then create the behavior, take the action, or automate it away. That is the difference between a report and an outcome.
Ask for any report. If you do not see it, we build it.
This is the range, across financial, operational, clinical, patient, and analysis, built on your AdvancedMD data. Every report below is tied to an outcome, not just a number on a screen.
Revenue cycle metrics (days in AR, submission and acceptance rates, denial rates). Cash flow and cash conversion. Operating cost per provider and per patient. Year-to-date revenue, expense, and profit summaries. Accounts receivable aging and A/R day comparisons. Provider productivity and revenue per patient. Payment trend and collection reports. Insurance collection and payer reimbursement analysis. Profitability and net margin. Cost-benefit analysis. Budget versus actual. Revenue by service, location, and provider. Missing charge slips. Unbilled patient notes. Charge posting and billing lag time. Up-front fee leakage. Copay, co-insurance, and deductible collection. Patient-due collection. Collection ratios and AR turnover. Claims denial rates, clearinghouse rejection tracking, and denial tracking. Bad debt. Payer mix.
Dynamic dashboards. Appointment scheduling attainment and projection. No-show and same-day appointment rates. Patient conversion rates for first and follow-up visits. Staff-to-patient ratio and FTE staffing ratios. Staff performance and productivity. Resource allocation and utilization. Workflow and bottleneck analysis. Expense management. Compliance and security tracking. KPI reporting. Provider billing and collections. Physician and APP wRVU productivity, total encounters, and panel size. Patient portal use. Capacity and scheduling efficiency.
Patient care analytics. Clinical recall and follow-up management. Clinical note completeness and accuracy. Quality-of-care metrics. Clinical outcomes tracking. Patient safety metrics. Treatment protocol and guideline compliance. Clinical efficiency. Chronic disease management. Patient risk stratification. Prescription reporting. CPT and diagnosis code analysis. Insurance claim processing time. Average cost per discharge.
Patient acquisition, retention, and satisfaction. Patient engagement and follow-up rate. Patient payment and out-of-pocket tracking. Intake efficiency. Late-cancel and no-show management. Patient demographics. Patient feedback and satisfaction surveys. Visit history. Treatment-plan compliance.
Top carrier and insurance analysis. Payer reimbursement metrics. CPT code analysis. Healthcare trend analysis. Patient risk stratification. Chronic disease management. Referral source and conversion analysis.
The layer that gets more out of the system you own
AdvancedMD runs your practice and records the data. We surface what the standard reports were never built to show, using the ODBC and API access AdvancedMD provides for exactly this. Think of us as the layer that gets more out of the system you already own. AdvancedMD keeps doing its job. We do the one nobody else is doing.
If your AdvancedMD reports already answer every question you have, you do not need us.
If you have looked at your reports, felt that something was off, and found they show you the balance but never the reason, that gap is exactly what we close.
Real data infrastructure, not a spreadsheet that breaks
This runs on the same data infrastructure enterprises use. We build on Microsoft SQL and Azure SQL, with Power BI and Microsoft Fabric delivering the reports and portals your team logs into. It grows with you, from a single practice to a multi-location group, without starting over.
And it is secured to how your organization is actually structured. Row-level security means each person sees only what they should: a provider sees their own numbers, a location manager sees their location, an owner sees everything. Your data stays governed, access stays controlled, and the reports your team opens are the ones they are allowed to see, down to the row.
The intelligence comes back the same way every time, not a number that shifts depending on who ran it. We are AI-assisted and direct about it. Built once and watched continuously, a problem shows up the day it starts, not at the quarter-end review when it has already cost you.
See what your AdvancedMD data is actually telling you.
Book 30 minutes. We will connect to your AdvancedMD data, run the intelligence, and show you the first thing it finds.
Book a 30-minute look →No pitch. We bring the find. You decide what is next.
AdvancedMD is a trademark of AdvancedMD, Inc. PracticePath is an independent service and is not affiliated with, endorsed by, or sponsored by AdvancedMD, Inc.