Reports Overview
The practice-wide pulse on one screen, current as of the moment it loads.
Owner
See exactly how your practice is doing: today, not at quarter-end.
Reports Overview is one screen with six tabs (financial, scheduling, clinical, provider performance and compliance), all reading the same records your PT practice already works in. Filter it, compare it to last period, save the view, export it. Nobody assembles anything.
Included in both plans · export your data any time
Monday, 7:42am
One screen, filtered to the question you actually have.
- You set the frameDate range, provider, payer. The whole overview answers to those three filters instead of a report per combination.
- The numbers are already currentCharges, collections, visits and no-shows as of the moment the page loaded, not a batch someone runs on the 5th.
- You compare it to last periodOne toggle puts direction on every number, so you're reading movement rather than a snapshot.
- What needs attention surfacesAnomalies with a deadline attached rise to the top, and each one links into the record that caused it.
What it means for your team
Everyone stops asking someone else for the number.
Reporting isn't an owner feature. Each role has a handful of numbers they need, and waiting on a spreadsheet is what makes them stale.
Clinician
See your own caseload without asking anyone to pull it.
- Your productivity, visibleThe Provider Performance tab carries visits, visit mix and documentation status per clinician. No request, no waiting on admin.
- Trends, not one-offsVolume and mix over weeks, so a heavy stretch or a thinning caseload shows up early enough to do something about.
- Nothing to assembleThe reports read the visits you already documented. There's no second system to keep current.
Delivered byProvider Performance tabClinical tabDocumentation status
What's in the box
Six tabs, all reading the same records.
One overview screen, six tabs. Filter any of them by date range, provider, payer or location, then save the view you keep coming back to.
Overview
The practice-wide pulse
The tab you land on: today's activity, month-to-date KPIs and this week's anomalies.
- Charges, collections, visits, no-shows
- Direction against the prior period
- Needs-attention items with links
- Saved views for the ones you re-run
Provider Performance
Who's carrying what
Productivity and caseload per clinician, without anyone assembling a comparison.
- Encounters and visit mix by provider
- Utilization against available hours
- Documentation completion
- Trend over the selected range
Financial
Revenue, claims & collections
From charge captured to payment posted, out of the same ledger.
- Revenue by period, payer and provider
- Claim status, denials and appeals
- AR aging and collections
- Patient balances outstanding
Scheduling
Appointments & utilization
What the calendar did, versus what it could have held.
- Utilization by provider and location
- No-show and cancellation analytics
- Visit volume and mix
- Openings and recoverable hours
Clinical
Visits & census
Clinical activity across the practice, straight from documented visits.
- Encounters by visit type
- Diagnosis distribution
- Patient census and active caseload
- Documentation status
Compliance
Access & audit activity
The reporting you'd rather have ready than have to reconstruct.
- Audit events over the range
- Failed access attempts
- Record activity by user
- Exportable for a review
What you get
Reporting that doesn't need a data person.
Included in both plans: no analytics tier, no per-seat reporting fee.
Six report tabs
Overview, provider performance, financial, scheduling, clinical, compliance.
Owner
Date, provider & payer filters
Every tab answers to the same three filters instead of a report per combination.
Owner
Compare previous period
One toggle puts direction on every number, so you read movement not snapshots.
Owner
Saved views
Save the cut you keep re-running: monthly close, utilization, provider mix.
Owner
Needs attention this week
Anomalies with a deadline attached, each linking into the record behind it.
Owner
Provider performance
Visit counts, visit mix and utilization per clinician over the selected range.
Clinician
Visit & documentation reports
Visit volume by type with documentation completion, straight from the chart.
Clinician
Utilization & no-show analytics
The pattern behind empty chairs, by day, provider and visit type.
Front office
Revenue & collections
Revenue by period, payer and provider, out of the same ledger payments post to.
Billing
Claims, denials & AR aging
Claim status and denial reasons, aged, with what to work first.
Billing
Export any view
Take the data out any time for deeper analysis or outside reporting.
Owner
Where the numbers come from
A report is only as honest as the documentation underneath it.
Most practices don't have a reporting problem. They have a capture problem. Charges missed, notes unfinished, visits never coded. Because Aurora drafts the note in the room and charges come off the visit itself, the data reaching every one of these tabs is complete before anyone goes looking for it. No parallel spreadsheet, no month-end reconstruction.
One source of truthEvery report reads the live record, not a copy
See how Aurora works → What that changes
Notes finished in the roomAurora
Charges captured from the visitAutomatic
Numbers assembled by handNone
Month-end reconstructionNot a thing
Questions, answered
Reporting FAQ
Is this the same thing as the dashboard?
No. They're two different screens with two different jobs. The dashboard is where a clinician starts their day: today's schedule, what's in progress, what's waiting on them. Reports Overview is the analysis surface: six tabs, filters, comparisons, saved views and export. Both read the same live records, so both are current as of the moment they load rather than a nightly batch.
Can I build my own reports?
You start from a prebuilt report, filter it (date range, provider, payer, location) and save that cut as a view you can come back to. For anything past that, export the underlying data and slice it however you like. You start from a prebuilt report and shape it from there.
What does "needs attention" actually include?
The things with a deadline attached: authorizations approaching their visit limit or end date, patient balances aging past your threshold, and unfilled slots on the near schedule with waitlist matches available. It sits on the Overview tab as "needs attention this week," and each item links into the record that caused it, so reading it and acting on it are the same trip.
Can I get my data out?
Yes, any time: patients, visits, appointments and claims. Your data is yours, and taking it out for deeper analysis, an outside reporting requirement or your accountant is a normal thing to do, not a support ticket or a fee.
Do reports work across multiple locations?
Yes. Filter to one location to see how a site is performing, or look across all of them for the practice-wide picture. Provider-level views work the same way, which is usually the comparison that actually explains a number.
Who can see which reports?
Access follows the role. Clinicians see their own caseload and productivity, billers see the financial and claims reporting, and owners and ops leads see the practice-wide picture. Nobody has to be given the keys to everything just to answer one question.
Is reporting an extra charge?
No. Reports Overview, all six tabs, saved views and export are included in both plans. There's no analytics tier and no per-seat reporting fee.
Book a live demo
Bring the number you can never get an answer to.
Tell us the question your current system can't answer, and we'll show you which tab it lives on in Orion, and what this week's needs-attention list would have caught.
- All six report tabs, saved views and export in both plans
- Your data leaves whenever you want it to
- Runs alongside your current EHR until you switch