Overview — the 60-second read
Standing alerts
Owner's analysis
What changed since last build
Findings — machine-detected, every build
Outlier register
Prior months
Money
Where every earned dollar went — YTD
Date-of-service basis, practice-wide (filters do not apply). Charges appear here only to anchor the waterfall.
How cohorts pay — payment velocity
Cumulative collections by months since service, each line one service month. Mature cohorts define the trajectory; young cohorts ride it upward.
Net collection rate — mature months
Collections ÷ (charges − contractual write-off), by service month. Adjusted variant removes status-denied/rejected balances and the flagged legacy claim from the denominator.
Who pays you — payer mix
Collections composition, year to date, on the current basis and filters. Patient money shown as its own slice — it is real cash, not a payer.
Payer report card
Graded and ranked: each payer scored on Rate (mix-controlled % of Medicare, 50% weight), Speed (median days to pay, 25%), and Clean (admin write-offs as % of their collections, 25%) — the small letters are those three, in that order. Importance (collections + new-patient share) is deliberately kept out of the grade: how well they treat you and how much you need them are different questions. Tap any row for the full card. † $/wRVU includes patient share — realized allowed amount. Thresholds — Rate: A ≥110% of Medicare · B ≥95 · C ≥85 · D ≥75 · F below. Speed: A ≤14d · B ≤21 · C ≤30 · D ≤45 · F beyond. Clean: A <0.5% · B <1 · C <2 · D <4 · F ≥4%. Grades require ≥15 sessions; ~ marks a rate graded from the approximate (case-mix-blended) figure.
Allowed by code — what each contract actually pays
Charge minus the contractual write-off on paid lines = the payer's allowed amount, by code. Medians; cells need five or more paid claims. Colour is the payer's allowed as a share of Medicare's for the same code. E&M and procedures only; modifier-50 and add-on lines excluded.
Rate quality — $/wRVU vs Medicare
Mix-controlled: each payer compared to what traditional Medicare pays you for the same codes, session-weighted — the honest rate test. Yellow line = Medicare parity (100%). Raw $/wRVU shown for context only; it blends case mix and can mislead.
Two personalities — E&M vs procedure rates
Each payer's rate measured separately inside visit codes and inside procedure codes, mix-controlled against Medicare within each class. A payer that underpays clinic work but pays procedures well is tolerable; one that underpays the procedures is the real contract problem.
The rate matrix — $/session, top codes × top payers
Worth keeping? — exit analysis
Medicare Advantage vs traditional
Where every recent patient stands — the order funnel
Every patient who kept a visit in the last 90 days, placed in one state: on the books, waiting on an order that is moving, an order that has stalled, an order completed with nothing booked after it, or no order and nothing booked. Procedures count as done when a procedure was actually billed or entered, not when the order was closed.
Orders — open, moving, stalled
Orders by type and state. "Stalled" = open past the type's clock (procedures 21 days, everything else 30) with nothing scheduled or performed; "legacy" = placed before the orders workflow was in use and never closed. Tap a row for aging.
Forward schedule — booked against run rate
Visits on the book for the next eight weeks, by provider, against that provider's kept visits per week over the trailing eight. A short book is either how procedures are scheduled or a demand gap; the shape week to week says which.
Access and schedule quality
Trailing three months. Kept = checked out, checked in or arrived. Cancellations split by who caused them. Confirmation is measured by what it does to no-shows.
Kept visits by weekday and hour
Cancellation reasons
Bookings by scheduler — names are in the local worklists file
Money stuck — accounts receivable
Snapshot, aged from date of service. Practice-wide; provider and location filters do not apply.
Payer scorecard
One row per payer: what they pay, how fast, and what they cost you. Sorted by collections.
Cash on the way — forecast
Open insurance A/R converted to expected cash by when it should land, from each payer's observed payment timing at each claim's current age.
A/R over time
One point per monthly build. This chart earns its keep as history accrues.
Money given away — administrative write-offs
Non-contractual write-offs only. Owed and not collected. Preventable. Transfers to patient responsibility are not counted here.
By reason, over time
Denials — what payers are refusing, and how it ends
A claim counts as denied if any line is status Denied/Rejected in A/R, or carries a denial category on a payer adjustment. Categories are ModMed's buckets; the payer's own reason codes are in the "Why" panel below.
Why — the payer's own reason codes
Each denial-coded adjustment carries the remit's CARC reason code. Dollars are counted only where money actually left: written off (lost) or moved to the patient. A denial that was later reworked and paid shows as a line count, not dollars. Tap a code for the remark codes and CPTs behind it.
At risk now — open denied & rejected A/R
Open balances on denied or rejected claims, by payer, aged from date of service. Darkest = newest. Work these before they age into write-offs.
Who fights you — denial rate by payer
Share of each payer's claims with any denial event. Payers with fewer than 20 claims and no denials are omitted. Tap a row for the provider split.
How denials ended — by category and outcome
Resolved denials on the current basis: written off (lost), contractual (normal adjudication), or moved to patient responsibility.
Denials over time
Dollars reaching a denial outcome by month, written-off portion in red. A cluster shows here the month it starts, not the month it is written off.
By provider
Each provider's denied claims by payer and category — open and resolved.
Production share
Providers
E&M coding levels
Distribution of billed visit levels per provider vs the practice mix. A distribution with no spread — everything one level — is the pattern payer audit algorithms screen for, regardless of direction; it is also where undercoding hides.
Panels & downstream — first-touch attribution
A patient belongs to the provider who performed their first E&M visit here. A rule, not the ModMed flag — directional until the roster report exists.
Visit mix — office vs procedure
Claim-level: any claim with an E&M line is an office visit (even with a same-day procedure); procedure lines without E&M are procedure visits. Number above each bar = fluoro-guided encounters that month. Provider filter applies.
Visits by provider — month to month
Same claim-level classification, one panel per provider on a shared scale. Solid = office visits, teal = procedure visits.
How each provider earns
Collections mix by service line, date-of-service basis.
Procedure yield
Collected per session, add-ons collapsed, date of service. Legacy outlier claim excluded. Rows under 5 sessions suppressed.
Reimbursement per unit of work — $/wRVU
Collections ÷ work RVU per code: which procedures pay well or poorly for the effort they take. Ranked against the practice procedure median. Payer filter applies.
Same procedure, different building — site of service
$/session per code per location. Office (non-facility) rates run higher by design — they must cover practice-funded supplies, staff, and fluoro; ASC/hospital professional fees are lower because the facility bills its own fee. Spreads here are structure, not errors — use them for case-siting contribution decisions, not as underpayment signals.
What each payer pays — per code
Contract performance by code. Pick a code; payers under 5 sessions suppressed.
Site economics
Each location as its own business unit. Collections posted-basis; $/encounter date-of-service.
Who sends the work
Tracked referral volume by referring provider, from open-claim feeds. Coverage-limited; read as directional.
Referrer quality — conversion funnel
Pipeline — new vs established patients
New = 99202–99205 on the claim. The leading indicator: new-patient volume moves months before collections do.
Projections — labeled, dashed, and humble
Nothing on this tab is reconciled or promised. Two layers: earned pipeline (work already done, in adjudication) and run-rate projection (work not yet performed).
2026 full-year projection
Your panel & what it generates
A patient belongs to the provider who performed their first E&M visit at the practice. Everything billed on those patients since — by you, or by the practice owner for procedures — is shown here as work your panel generated. Date-of-service basis; the flagged legacy claim excluded.
Your own procedures
Collected per session on procedures you performed yourself, add-ons collapsed. Rows under 5 sessions suppressed.
Your office — what it costs to run
Site cost beside your collections — context
Your posted collections and the site's cash cost, month by month. This is context for reading the office, not a compensation calculation: nothing here is netted against you.
The business — profit & loss
QuickBooks, cash basis, reconciled to the accountant's own totals each build. Operating view excludes rental and interest income.