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Estimates reporting

Review estimates productivity and impact with our out-of-the-box estimates reports

Updated today

With Estimates reports, you can analyze metrics around estimate volume, estimated patient responsibility, productivity by team member, and what percentage of estimates are getting sent to patients, opened, and paid.

To get the most out of these reports

  • Use the date selector, along with its presets, to analyze different periods of time.

  • Toggle metrics on and off by checking or unchecking items in the legend

  • Change the x-axis time interval on your charts with the dropdown in the upper right corner of each chart

  • Expand the table below each chart to see the numbers behind the visualization

  • Click on a data point in the chart to drill down to a list of estimates behind that aggregation

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