Financial reports are the tests we run to monitor the financial health of your practice. With these reports, we monitor key metrics of (financial) health, which we compare against national benchmarks. Doing this on a regular basis helps us make informed decisions about what we need to address to make your practice more successful. These images show some of the key reports and metrics we monitor. Reach out if you’d like more information or support with your OMS financial reporting. 

The types of reports:

  1. Profit & Loss
  2. Production Reports
  3. Credit Balance

What should you be tracking:

  1. Charges
  2. Adjustments
  3. Payments
  4. Days in A/R
  5. Collection Ratio
  6. Number of New Patients
  7. Referral Tracking Report