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Kareo Help Center

Company Reports

Use the Company reports to monitor the most important indicators associated with the financial performance of the medical practices you serve, to review the productivity of all users across all practices, and to review summary and detailed information about your Kareo PM account.

These company-wide reports are located in the Company section of the Reports menu only if your user permissions allow you to view this category, as well as on the Reports menu of the Company Homepage that is accessible by billing office administrators and other business office staff with appropriate permissions.

  • Company Indicators Summary - This report provides a summary list of the most important indicators associated with the financial performance of the practices over a period of time.
  • Company User Productivity - This report shows productivity metrics by user.
  • Customer Account Summary - This report shows a summary of a Kareo PM customer's account.
  • Customer Account Detail - This report shows a detailed analysis of a Kareo PM customer's account.