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Revenue reports · Insurance payments · Pending claims · Payroll data
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Revenue
Income, billing totals
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Insurance
Claims, EOBs, payments
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Pending
AR, outstanding claims
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Payroll
Staff, wages, benefits
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Tagged as: Revenue
Revenue Overview
Billing performance, collection rates, and monthly trends.
Total Revenue (YTD)
$842,300
+8.4% vs last year
Avg Monthly Revenue
$70,192
+3.1% MoM
Collection Rate
87.3%
Target: 95%
Avg Days to Collect
34 days
Improve AR cycle
Monthly Revenue Trend
2024
Revenue by Service
Breakdown
Billed vs Collected vs Adjusted
Gap Analysis
Insurance Payments
Payer performance, approval rates, and reimbursement timelines.
Insurance Payments (YTD)
$614,200
72.9% of revenue
Claims Submitted
2,841
+12% YTD
First-Pass Rate
78.4%
Industry: 85%+
Denial Rate
14.2%
Up 2.1% MoM
Payments by Payer
Top 6
Claim Status
Current
Payer Performance
Denial Tracking
| Payer | Claims | Paid | Avg Days | Denial Rate | Status |
|---|---|---|---|---|---|
| Medicare | 842 | $218,400 | 28d | 8.2% | Good |
| Blue Cross | 614 | $156,200 | 35d | 12.4% | Review |
| Aetna | 523 | $134,700 | 42d | 18.7% | Alert |
| United Health | 487 | $98,300 | 31d | 11.0% | Review |
| Medicaid | 375 | $6,600 | 54d | 22.3% | Alert |
Pending & Accounts Receivable
Outstanding balances, aging buckets, and at-risk revenue.
Total AR Outstanding
$183,400
High balance
90+ Days Overdue
$44,200
24% of AR
Pending Claims
312
Avg age: 28 days
Expected This Month
$67,800
Projected inflow
AR Aging Buckets
Action Required
Pending by Payer
$183K Total
High-Priority Pending Claims
Needs Follow-Up
| Claim ID | Patient | Payer | Amount | Age | Priority |
|---|---|---|---|---|---|
| #CLM-8821 | J. Martinez | Medicaid | $4,200 | 127d | Critical |
| #CLM-8744 | R. Thompson | Aetna | $3,800 | 98d | Critical |
| #CLM-9012 | L. Chen | Blue Cross | $2,950 | 76d | High |
| #CLM-9104 | M. Patel | United | $2,100 | 64d | High |
| #CLM-9231 | S. Johnson | Medicare | $1,650 | 45d | Medium |
Payroll Analytics
Staff costs, labor efficiency, and expense trends.
Total Payroll (YTD)
$412,600
49% of revenue
Full-Time Staff
18
+2 YTD
Avg Monthly Labor
$34,383
+4.2%
Revenue Per FTE
$46,794
Efficient
Monthly Payroll vs Revenue
Trend
Staff by Department
18 FTE
Payroll Cost Breakdown
By Category
Patient Volume Trends
New vs returning patients, visit types, no-show rates, and appointment patterns.
Total Visits (YTD)
4,218
+11.2% vs last year
New Patients
843
20% of volume
No-Show Rate
9.4%
Target: <7%
Avg Daily Visits
17.4
+2.1 vs prior
Patient Retention
78.3%
Strong
Monthly Visit Volume
New vs Returning
Visit Type Breakdown
YTD
No-Show Rate Trend
Watch Closely
Visits by Day of Week
Scheduling Insight
Patient Age Demographics
Breakdown
Key Insights
18–34Fastest growing (+18% YoY)
55–64Highest revenue per visit ($312)
65+Highest no-show rate (14.2%)
0–17Declining — consider outreach
Profit & Loss Summary
Revenue minus expenses — net margin, overhead breakdown, and monthly cash flow.
Gross Revenue (YTD)
$842,300
+8.4% YoY
Total Expenses (YTD)
$621,800
73.8% of revenue
Net Profit (YTD)
$220,500
26.2% margin
Overhead Ratio
47.6%
Target: <45%
Revenue vs Expenses vs Net
Monthly
Expense Breakdown
YTD
Quarterly P&L Statement
Full Year
| Category | Q1 | Q2 | Q3 | Q4 Proj. | YTD |
|---|---|---|---|---|---|
| Gross Revenue | $198,200 | $211,000 | $215,800 | $217,300 | $842,300 |
| — Insurance | $144,700 | $153,800 | $157,400 | $158,300 | $614,200 |
| — Self-Pay | $53,500 | $57,200 | $58,400 | $59,000 | $228,100 |
| Total Expenses | $148,400 | $156,200 | $159,100 | $158,100 | $621,800 |
| — Payroll | $95,600 | $102,800 | $106,200 | $108,000 | $412,600 |
| — Rent | $21,000 | $21,000 | $21,000 | $21,000 | $84,000 |
| — Supplies | $14,200 | $14,800 | $13,900 | $12,100 | $55,000 |
| — Software | $9,400 | $9,800 | $9,600 | $9,200 | $38,000 |
| Net Profit | $49,800 | $54,800 | $56,700 | $59,200 | $220,500 |
| Net Margin | 25.1% | 26.0% | 26.3% | 27.2% | 26.2% |
Multi-Location Overview
Compare KPI performance across all practice locations.
All Locations
Main Office
North Campus
Westside Clinic
Combined Revenue
$842,300
All locations YTD
Total Visits
4,218
Combined YTD
Collection Rate
87.3%
Varies by location
Best Performing
Main Office
93.1% collection
Revenue by Location
Quarterly
KPI Radar Comparison
All Locations
Main Office
1234 Medical Blvd, Suite 100
Revenue
$412,400
Visits
2,104
Collection
93.1%
No-Show
7.2%
Providers
6
Net Margin
29.4%
North Campus
890 North Ave, Building B
Revenue
$268,100
Visits
1,312
Collection
84.2%
No-Show
11.8%
Providers
4
Net Margin
23.1%
Westside Clinic
321 West Commerce St
Revenue
$161,800
Visits
802
Collection
79.8%
No-Show
14.1%
Providers
3
Net Margin
18.4%
Smart Alerts
5 active alerts require attention.
All 7
Critical 2
Warning 3
Info 2
Dismissed 0
Growth Opportunities
AI-identified opportunities to optimize revenue, reduce costs, and improve efficiency.
Revenue Leakage
$112K at Risk
Efficiency Score
Below Target
Opportunity Impact
Projected
Critical
Reduce Medicaid Denial Rate
Your Medicaid denial rate is 22.3% vs industry average of 8%. Pre-authorization errors and coding mismatches are the likely cause.
Potential Recovery+$28,400/yr
High Priority
Accelerate 90+ Day AR Collection
$44,200 sits in the 90+ day AR bucket. Assigning a dedicated AR specialist or collection agency for 120+ day accounts would recover significant revenue.
Recoverable+$31,000 est.
High Priority
Improve First-Pass Claim Rate
At 78.4%, your first-pass rate is below the 85% benchmark. Each re-submission costs ~$25 in admin time. Improving to 90% eliminates ~340 re-submissions annually.
Annual Savings~$8,500/yr
Medium
Renegotiate Aetna Contract
Aetna has your highest denial rate (18.7%) and longest payment cycle (42 days). Given your patient volume, you have leverage to renegotiate reimbursement rates.
Projected Gain+$14,200/yr
Medium
Optimize Payroll-to-Revenue Ratio
At 49% of revenue, payroll is near the upper limit. Scheduling optimization and self-service tools could improve efficiency without reducing headcount.
Efficiency Gain~$33,600/yr
Quick Win
Boost Collection Rate to 92%
Closing the gap from 87.3% to 92% would yield ~$40K annually. Automated reminders and payment plans can move the needle quickly.
Revenue Uplift+$40,000/yr
AI Executive Summary
AI Insight
Your practice is generating $842K in YTD revenue with healthy growth (+8.4%), but meaningful opportunities are being left on the table. The most urgent issue is your 90+ day AR balance of $44,200 — this needs immediate attention before accounts hit write-off territory. Simultaneously, Medicaid and Aetna denial rates (22% and 19% respectively) are significantly above industry benchmarks.
On the positive side, your Medicare relationship is performing well (8.2% denial rate, 28-day payment cycle), and revenue per FTE is solid. Addressing the top 3 opportunities could realistically recover $70,000–$90,000 in annual revenue within 12 months.
On the positive side, your Medicare relationship is performing well (8.2% denial rate, 28-day payment cycle), and revenue per FTE is solid. Addressing the top 3 opportunities could realistically recover $70,000–$90,000 in annual revenue within 12 months.
EHR Integration — Tebra
Connect your Tebra (Kareo) account to automatically pull KPI data into your dashboards.
API Credentials
Tebra / Kareo
Tebraby Kareo
Settings > API Access
Settings > API Access > Create Key
Credentials are stored only in your browser session. For production, use a secure backend proxy. Never share your API key.
KPI Data to Sync
Select Modules
Sync Activity Log
Idle
Waiting for connection...
Tebra API Setup Guide
4 Steps
01
Enable API Access
In Tebra go to Settings > API Access. Enable API access and note your Customer Key.
02
Generate API Key
Click Create API Key. Copy it immediately — it won't be shown again.
03
SOAP Endpoints
Tebra uses SOAP at api.kareo.com/v2.1/. All requests include your key + credentials.
04
Production Tip
Store credentials in a backend proxy. Never expose API keys in client-side code.