Here we will go over the Reports tab, the types of reports and what information they provide.
The reports tab provides the office with a comprehensive range of reports on patients, transactions, the business, billing, and other essential information. This tab offers a wide variety of reports, allowing the office to gain deeper insights and analysis.
The reports section is currently organized into five categories: Business Reports, Patient Reports, New Billing, Transactions Reports, and Calendar Reports. Let's begin with Business Reports and their subcategories.
After selecting a date range, the "Overview" will present detailed information on revenues, appointments, and provider breakdown. You may also print this report.
The Monthly Comparative report provides a comprehensive overview of key metrics, including patients, visits, and financials, from month to month. This helps in analyzing trends and making informed decisions.
The Day Sheet can be analyzed by individual providers or for all providers, providing a detailed breakdown of patients, charges, products, and packages for the day.
The Business Period Statement can be filtered by date range, and all providers or a single provider. This covers charges, products, and packages.
Now let's move on to our Patient Reports section, where we will dive into detailed patient information.
The New Patients report offers the flexibility to run it based on appointment type, date range, and the option to filter it by referrals only.
The Balances report provides a comprehensive view of all patient balances, including positive and negative balances. Additionally, it offers the option to exclude inactive patients for a more focused analysis.
The Insurance Relationships displays basic information about the patient and the patient's insurance information.
The Online Bookings allows you to select a date range and view patients who have booked online.
The SOAP Notes section displays all completed or incomplete SOAP Notes for patients and provides the option to filter based on these selections.
Once you have selected your filters, the relevant information will be displayed.
The Aging Analysis categorizes patients based on their recency, frequency, and monetary value.
To access more detailed information, simply select each box to display the information in greater detail.
The Patient Cases section enables you to view cases categorized by provider, case type, status, and date. You have the option to filter the results using the following criteria.
Once you have entered the desired filters, the relevant information will be displayed for your review.
Now here is a look at the New Billing section.
The Month End feature enables users to generate statements, and invoices, and close out a month. Once you have selected the month you wish to view the following information will be displayed.
The Insurance AR is currently under development.
Next, let's proceed to the Transactions Reports.
The Transactions Grouped By Provider report displays a comprehensive list of transactions grouped by provider, along with a summary specific to each provider. Here are the available filters that you can apply to customize the report.
After applying the desired filters, the following results will be displayed as shown below.
You can utilize the Transactions Grouped By Provider and Patient report to view a comprehensive list of transactions grouped by provider and then by patient. Apply the following filters to customize the report.
Once you have applied all of your filters, the results will be displayed for your review.
The Transactions Grouped by Patient report will present a comprehensive list of transactions organized by date and then by the patient. The filters that can be applied to customize the report are shown below.
Once you have selected the desired patient and applied a date range, the results will be displayed as shown below.
The Transactions Filtered by Type provides a comprehensive list of transactions that can be filtered by either type or provider. You have the option to apply the following filters when viewing the list.
Once you have applied the filters you desire, a list will be generated as shown below.
The last transaction report is Transactions Grouped by Products, which will display a list of transactions filtered by products. These are your filtering options. 
Once the filters have been applied, the report will be displayed as shown below.
Our final group of reports are the Calendar Reports
The Daily Appointments Grouped by Provider generates a comprehensive list of appointments organized by provider, along with the available filters to customize the report.
After applying your filters, you will be presented with a list similar to the one shown below.
Lastly, we have the Appointments between Date Period Grouped by Patients or Providers report. This report will give you a list of appointments within a specific date range, grouped by either patients or providers. You can apply the following filters to customize the report.
Once you have applied the desired filter, a list will be generated, as shown below.
This concludes our overview of the reports section in the Chiro Cat portal. These are all the reports currently available, but we are continuously working on adding more.