Direct answer: Practices need reports that connect encounters or charges to claims, payments and unresolved balances. The package should show trends, claim-level support, stable definitions and owners for material exceptions.
Use a reconciliation chain, not one collection report
Review unbilled encounters or charges, submitted claims, acknowledgments, remittances and deposits as a connected sequence. Missing work should be visible at the point where it stopped. Summary collection totals alone cannot prove completeness.
Add denial, aging and work-queue views
Segment A/R and denial inventory by payer, provider, location, reason, age and next action. Include underpayments, credit balances and patient balances when they are in scope. Use the reporting and analytics FAQ to test whether the platform exposes useful detail.
Define every KPI and its action owner
Document the formula, source report, refresh cadence and exclusions for each metric. Pair material changes with explanations, corrective actions and dates. The billing KPI governance guide provides the framework.
Require sample reports during the billing-company comparison, not after signing.
