We are excited to introduce the Organization Insights Report, a powerful new report designed to give practice leaders a consolidated, executive-ready view of their organization’s operational and financial health.
By bringing together individual data points into a single dashboard, we’re helping you move away from manual report checking and toward proactive decision-making.
Key Insights at Your Fingertips
The report offers a high-level snapshot of your practice performance, filterable by facility or date range, focusing on three critical pillars:
Schedule Insights
Monitor visit volumes, appointment results, and documentation status across all locations.
Billing Insights
Track billed charges, visits, units, top CPT codes, and payer scenarios across facilities to maintain your reimbursement pipeline.
Payment Insights
See payments posted by scenario and facility across your organization for the time period selected.
Why This Matters
Most practices have data, but few have clarity. This report replaces manual exports and complex reconciliation with a "single source of truth."
- Eliminate Manual Reporting: Save hours each month spent pulling and merging spreadsheets together.
- Identify Bottlenecks: Spot operational delays before they impact your bottom line.
- Drive Alignment: Use objective data to lead more productive conversations with clinical and administrative teams.
How to Access the Report
The Organization Insights Report is available now under Reports.
Note: This report will now be the first featured report on the Top Reports page, replacing the Practice Metrics 2.0 report. Don’t worry - the original Practice Metrics report is still easily accessible via the Reports dropdown menu.
What’s Next?
This is just the beginning. We are already working on deeper drill-down capabilities and continuing to deliver Mako-powered automations that will surface proactive alerts, helping you solve problems before they even arise.
See you on the next update!
Bob Orchard, Director of Product at StrataPT