Analytics

See What NeedsYour Attention

Start with today’s schedule and unsigned notes, then monitor claims, follow-up work, recent payments, and accounts receivable.

Accounts Receivable

Claim agingDays outstanding

0–30

31–60

61–90

90+

Today

Schedule

Upcoming visits

Attention

Follow-up queue

Claims needing review

Key Capabilities

Everything you need to streamline this part of your practice.

See upcoming appointments, new-patient activity, and unsigned visits from the practice dashboard.

Monitor claims by stage and focus the team on submissions or payer responses that need follow-up.

Review recent payer payments and open the connected claim and remittance details.

Track outstanding claims in 0–30, 31–60, 61–90, and 90+ day aging buckets.

Review claim-level aging detail and export it to CSV for further analysis or follow-up.

Keep insurance payments, patient payments, and Soundry claim fees visible in dedicated ledgers.

Start each day with appointments and unsigned notes

See which claims need follow-up

Track recent insurance payment activity

Separate newer receivables from older balances

Open the underlying claim from aging detail

Export claim-aging rows to CSV

Review patient and insurance payment history

See Soundry fees tied to billing activity

Revenue cycle management

Payment tracking

Daily practice schedule

Keep daily operations, claims, payments, and follow-up work visible.