Volume and financials

Overview

Use this report to view financial details for each month in your date range.

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Slicers

This report provides filtering options that let you create a set of data, giving you the option of viewing the precise data you want to view.

Entity

The entity dropdown lists all of the clinics, hospitals, and other entities that comprise your institution. You can choose to view all of those entities, or select a single entity to view.

Patient type

The patient drops-down lists the ways a patient was seen, such as inpatient or outpatient emergency. The list shows the patient types used in your organization.

Service line

This drop-down lists all of the service lines defined for your institution. You can view all service lines or one or more individual service lines. To select multiple service lines, press and hold the <Ctrl> key while you select.

Financial class

This drop-down lists types of payers. You can view all payers or one or more individual payers. To select multiple payer, press and hold the <Ctrl> key while you select.

Discharge date range

The drop-down lets you choose a date range for your view. The default is the current rolling 12 months; other options include current month to date and previous month to date. You can also select specific months in the past.

TIP: Use the dashboard tools to view, export, and sort the data; view data as table; and more.

Encounters by patient type

This bar chart shows all encounters by patient types compared to the previous year, for the date range you selected.

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Encounters by month

This area chart shows all encounters by month compared to the previous year, for the date range you selected.

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Net income by month

This chart shows net income, by month, for the date range you selected, compared to the previous year.

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Month detail

This table provides a wide range of financials for encounters, by month, for the date range you selected. Four sets of data are examined: encounters, estimated revenue, total cost, and net income.

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Month	Month and year.
Encounters	Number of encounters for the month.
Encounters- PY	Number of encounters for the month in the previous year.
Enc. Diff to PY	Difference in encounters for this month and the month in the previous year.
Diff %	Difference expressed as a percentage.
Est. Revenue	Estimated revenue for this month.
Est. Revenue - PY	Estimated revenue for month in the previous year.
Est. Rev Diff to PY	Difference in estimated revenue for this month and the month in the previous year.
Diff %	Difference expressed as a percentage.
Total Cost	Total cost of all encounters for the month.
Total Cost - PY	Total cost of all encounters for the month in the previous year.
Cost Diff to PY	Difference in total cost for this month and the month in the previous year.
Diff %	Difference expressed as a percentage.
Net Income	Net income for the month.
Net Income - PY	Net income for the month in the previous year.
Income Diff to PY	Different in net income for this month and the month in the previous year.
Diff %	Difference expressed as a percentage.

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