Weekly
Patient activity summary
Patients
Last run 2026-05-11 by Clinic Admin
Monthly
Provider utilization
Scheduler
Last run 2026-05-01 by Operations
Weekly
Billing aging
Billing
Last run 2026-05-12 by Billing
Monthly
Referral conversion
Admin
Last run 2026-05-03 by Clinic Admin

Jane-style report catalog

ReportCategoryPurpose
Billing SummaryBillingSales by location, sales breakdown, income, tax, transactions.
SalesBillingTreatment/product sales with payer, subtotal, taxes, payment status.
Accounts ReceivableBillingPatients and insurers with money owing by aging bucket.
Transactions / Cash OutBillingDay-end reconciliation grouped by payment method.
CompensationPayrollPractitioner collected/invoiced totals and adjustments.
Patient ListPatientsExportable patient directory with contact and activity details.
AppointmentsScheduleAppointment activity, arrivals, cancellations, no-shows, and utilization.
ReferralOperationsReferral source tracking and conversion.

Saved reports

ReportCategoryCadenceLast runOwner
Patient activity summaryPatientsWeekly2026-05-11Clinic Admin
Provider utilizationSchedulerMonthly2026-05-01Operations
Billing agingBillingWeekly2026-05-12Billing
Referral conversionAdminMonthly2026-05-03Clinic Admin

Patient status snapshot

StatusPatients
New Patient4
Evaluation Scheduled12
VT Started42
Report Pending9
Maintenance21
Discontinued2

Billing report preview

SectionInvoicedCollectedNotes
Sales by location$18,450$16,920Main Clinic and North Office
Income$24,695$22,430Patients, insurers, grant payors
Transactions$6,820$6,820Card, cash, check, external payment
Tax$0$0Not configured for VT prototype