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Kareo Help Center

Provider Performance Report

Updated: 12/19/2019
Views: 517

Provider performance reports keep providers up-to-date on their practice's performance. These reports are delivered automatically by email (between Midnight and 3:00 AM Pacific Time) and provide key indicators, including patients, encounters, charges, payments, A/R balance and days revenue outstanding. 

Navigate to Provider Performance Report

  1. Click Settings Providers. The Find Provider window opens.
    Tip_Icon.pngTip: When there are multiple providers listed, use the Look For search bar to enter all or part of a keyword for the provider. Then, click Find Now
  2. Find the provider then double click to open it. The Edit Provider window opens.
  3. Click the Provider Performance Report tab.
Desktop_ProviderPerformanceReport_Navigate.png

Provider Performance Report Settings

  1. Select the appropriate settings for the provider:
    1. To activate automatic Provider Performance Report emails, click to select "Active".
      Note: The emails are sent to the email address associated with the provider's User indicated on the General tab.
    2. From the drop-down menu, select the Scope of Practice, Provider, or Both depending on the metrics the report should include.
    3. From the drop-down menu, select the Frequency reports should be emailed to the provider; Daily, Weekly or on a Monthly basis.
    4. Enter the number of days to Delay sending the report after the reporting period ends to give data entry staff an opportunity to properly post all transactions for that period.
    5. Enter up to 20 additional CC Email Recipients that should receive a copy of the report.
  2. Click Save.
  3. The Confirmation pop-up appears > Click Yes.
Desktop_ProviderPerformanceReport_Settings.png
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