Reports & Analytics

The Reports page provides visual analytics and data exports to help you understand your billing performance.

Available Reports

Aging Report

Shows pending payments grouped by how long they’ve been waiting:

• 0-30 days — recently submitted
• 31-60 days — approaching follow-up threshold
• 61-90 days — requires attention
• 90+ days — overdue

Rejection Analysis

Breaks down rejected claims by:

• Error code — which OHIP error codes appear most frequently
• Billing code — which service codes have the highest rejection rates
• Trend — whether rejections are increasing or decreasing over time

Revenue Trends

Charts showing your billing and payment activity over time:

• Daily, weekly, or monthly views
• Billed vs. paid amounts
• Revenue by billing code or specialty

Top Billing Codes

Ranked list of your most-used billing codes by:

• Count — number of times billed
• Volume — total dollar amount

Date Range Selection

All reports support a customizable date range. Select a preset (this week, this month, this quarter, this year) or enter a custom start and end date.

Exporting Data

Click Export on any report to download the data as a CSV file. This is useful for:

• Sharing with your accountant
• Building custom reports in Excel or Google Sheets
• Archiving billing data for your records