Analytics provide data and organize information to help you run your business. Included in your Analytics is a dashboard and several reports that cover topics such as Income, Appointment reminders, Unpaid insurance appointments, and Income allocation.
Note: The dashboard and reports included in your account are consistently changing to reflect your practice records, and can be viewed and downloaded at any time.
In the Analytics section of your account, you’ll find the Dashboard and the Reports page.
On the Dashboard, you can select a time period to view snapshots of the following:
- Income snapshot
- Outstanding balances snapshot
- Displays the balances for all time regardless of the time period selected
- Claims filed snapshot
- Appointments snapshot
- Notes snapshot
Note: The Dashboard is only available on the Essential and Plus plans and is visible depending on your role in SimplePractice. Additionally, the Dashboard is part of a phased rollout. If you don't see it in your account, and have ensured you have the appropriate access level, feel free to submit a help request and we'll be happy to assist.
For additional information on the Reports in your account, see:
Note: Each report can be downloaded as a CSV or Excel file, allowing you to easily review or print as needed.
Income snapshot
Income is the dollar amount of revenue that’s been made for a given time period you select, and includes both client and insurance payments. Hover your mouse over the tiles to see client and insurance payments:
You can also find the projected revenue for the next month to the right of this section:
To see the income you received on a specific date or month, hover your mouse over the corresponding bar depending on which date range you select. Clicking View report will take you to the Income Report.
Note: Only Clinicians with Administrator Access, Clinicians with Full Client List Access, Clinicians with Basic Access + Billing (for their own clients), and Practice Managers with financial dashboard and report access can view this section.
The Income tracker on the top navigation bar displays your income for the current month. If you don't want to display the dollar amounts, you can hide them at any time. To do this:
- Click the Income tracker in the navigation bar to open the flyout
- Toggle Amounts to off
Note: The amounts listed are just estimates based off of the information entered into your account and averages related to insurance. Only Account Owners, Clinicians with Administrator Access, and Practice Managers who have been granted access to financial reports can view Projected Income.
Outstanding balances snapshot
Outstanding balances shows the total outstanding client and insurance balances for all time, regardless of the date range you select. Hover your mouse over the tiles to see the income owed:
In this dashboard, you can see the percentage of client payments that are unpaid versus uninvoiced, as well as the percentage of insurance payments that are unpaid versus unbilled. If you’d like to see the Outstanding Balances Report, click View Report.
Note: Only clinicians with Administrator Access, Clinicians with Full Client List Access, Clinicians with Basic Access + Billing (for their own clients), Billers, and Practice Managers with financial dashboard and report access can view this section.
Claims filed snapshot
Claims filed displays how many claims in the selected date range were classified as Rejected, Denied, Deductible, Accepted, Paid, or Other. Click View report to see the Filed Claims Report.
Hover your mouse over the tiles to see the number of claims filed:
Note: Only Clinicians with Administrator Access, Clinicians with Full Client List Access, Clinicians with Basic Access + Billing (for their own clients), Billers, and Practice Managers with financial dashboard and report access can view this section.
Appointments snapshot
Appointments shows the number of appointments in the selected date range that are classified as Show, Cancelled, No show, or Late cancelled. Clicking View report will take you to the Attendance Report.
Hover your mouse over the tiles to see the number of appointments for each status:
Note: Only Clinicians with Administrator Access, Clinicians with Full Client List Access, Clinicians with Basic Access + Billing (for their own clients), Billers, and Practice Managers with financial dashboard and report access can view this section.
Notes snapshot
Notes shows how many appointments have notes with the following statuses: No note, Unlocked, Locked, and Supervision. Click View report to view the Appointment Status Report with the Documentation filter enabled.
Hover your mouse over each tile to see the number of notes with each status:
Note: Only Clinicians with Administrator Access, Clinicians with Full Client List Access, Clinicians with Basic Access (for their own clients), Billers, and Practice Managers with financial dashboard and report access can view this section.
