Analytics & financials
Financial statements that answer the follow-up question.
Your P&L, balance sheet and cash flow, pulled from QuickBooks on a schedule and read back with drill-downs - so "why is this number what it is" has an answer on the same screen.
What ships today.
- Monthly P&L, balance sheet and cash-flow views from your own QuickBooks pulls, with the pull date on the page
- Expense drill-downs on the groupings your practice uses, not a chart of accounts dump
- Provider productivity from your charge data - encounters, charges and collections per provider
- Custom date ranges answered from the same definitions the standard views use - one code path, one truth
- Saved reports and exports to Word and PowerPoint for board or partner meetings
Accrual honesty, built in.
Charge-based views attribute receipts to the date of service, which means recent months always read low until claims settle. Practice OS states that on the view instead of letting an open month masquerade as a decline. A number that is not knowable yet is shown as pending - never as a zero that averages into a trend.
See your own statements in it.
Bring one question about your numbers; we will show you how the answer looks.
Book a demo