Updated: 11/30/2023 | Views: 2737
Provider performance reports keep providers up-to-date on their practice's performance. These reports are delivered automatically by email (between Midnight and 3:00 AM Pacific Time) and provide key indicators, including patients, encounters, charges, payments, A/R balance and days revenue outstanding.
Navigate to Provider Performance Report
- Click Settings > Providers. The Find Provider window opens.
Tip: When there are multiple providers listed, use the Look For search bar to enter all or part of a keyword for the provider. Then, click Find Now.
- Find the provider then double click to open. The Edit Provider window opens.
- Click the Provider Performance Report tab. The provider’s performance report settings display.
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Configure Provider Performance Report Settings
- Enter the appropriate settings for the provider:
- To activate automatic Provider Performance Report emails, click to select "Active".
Note: The emails are sent to the email address associated with the provider's User indicated on the General tab.
- Scope: Click the drop-down arrow and select Practice, Provider, or Both depending on the metrics the report should include.
- Frequency: Click the drop-down arrow and select the frequency reports should be emailed to the provider; Daily, Weekly or on a Monthly basis.
- Delay: Enter the number of days to delay sending the report after the reporting period ends to give data entry staff an opportunity to properly post all transactions for that period.
- CC Email Recipients: Enter up to 20 additional email recipients that should receive a copy of the report.
- Proceed as necessary:
- If finished, click Save. The Confirmation pop-up appears then click Yes to confirm.
- If editing additional provider information, click the General, Claim Settings, or Documents tab to make the changes.
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