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Kareo Help Center

About Productivity and Analysis Reports

Use the Productivity & Analysis reports to track the productivity of providers and to analyze reimbursement by insurance companies and patients. This section also provides information about the productivity of users within the practice.

These reports are located in the Productivity & Analysis section of the Reports menu, and include:

  • Provider Productivity - This report provides summary totals for all procedures rendered by a provider, grouped by provider, and sub-grouped by location, over a period of time.
  • Daily Report - This report provides an analysis of daily transaction activity, including charges, adjustments, and payments.
  • Account Activity Report - This is a productivity report that shows a list of transactions for a period of time.
  • Procedure Payments Summary - This report provides an analysis of the average insurance payments and patient payments by procedure code.
  • User Productivity - This report shows productivity metrics by user.