Sample monthly reports for physicians

Written by Reed Tinsley | July 25, 2014

Monthly Reports Sample

  • Total Billed - total for practice and brokend down per provider/compared to prior year
  • Total Collected - total for practice and broken down per provider/compared to prior year
  • Aging Analysis - by Insurance Group and figures comparing this month to previous month.
  • Patient Count Comparative Report - tracks patient #s (new, established, and totals) by month by year so you can guage growth/decline.)
  • Total # Procedures - in total and by provider.
  • Procedure Analysis - procedure groups by billings and collections posted
  • Overtime pay by employee
  • Profit and Loss Statement/compared to prior year

About the Author

Reed Tinsley CPA

This article is written by Reed Tinsley, a Houston, TX-based CPA with over 30 years of experience advising physicians and medical practices across Texas and the United States. Reed holds certifications as a Certified Valuation Analyst (CVA), Certified Healthcare Business Consultant (CHBC), and Certified Financial Planner (CFP), specializing exclusively in the healthcare sector. He is a published author, nationally recognized speaker, and trusted advisor to physicians on accounting & tax, practice management, and financial planning. Schedule a Free Consultation.

Have questions? I’m here to help.

Categories
Accounting and Tax Services Litigation Support Managed Care Consulting Managed Care Contract Negotiations Medical Practice and Healthcare Entity Valuation Medical Practice Assessment Medical Practice Brokerage Medical Practice Embezzlement Consulting Medical Practice Management Medical Practice Merger Advice Medical Strategic Planning Newsletter Personal Financial Planning Oversight Physician Compensation Models Physician Compliance Physician Financial Management Services Retirement Uncategorized