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Tebra Help Center

Provider Performance Report

Updated: 11/30/2023|Views: 2366

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

  1. Click Settings > Providers. The Find Provider window opens.
    Tip_Icon.png 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.
  2. Find the provider then double click to open. The Edit Provider window opens.
  3. Click the Provider Performance Report tab. The provider’s performance report settings display.
Desktop_ProviderPerformanceReport_Navigate.png

Configure Provider Performance Report Settings

  1. 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.
  2. 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.
Desktop_ProviderPerformanceReport_Settings.png
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