Overview: High-level financial summary of the total allocated invoices and adjustments for a period, with filters for patient or payor invoices, covering all adjustment types.

Key Metrics Covered: Earnings, payments, and any outstanding balances.

Overview: An in-depth view of associate performance with detailed transaction breakdowns, accessible via the drill-down or directly from the MPC financial menu.

Best For: Financial tracking and planning per associate.

Overview: Track daily practice takings, noting amounts banked and unbanked, and reconciles these against the Receipts Analysis report. Read more about MPC Cash Sheets on our help centre.

Ideal For: Ensuring accurate daily financial records and providing explanations for discrepancies where needed.

Overview: Provides a summary of outstanding balances owed to the practice, including details of overdue accounts. This report is key for identifying high-priority collections, and following up with overdue accounts to maintain healthy cash flow.

Useful For: Tracking overdue accounts and following up on receivables.

Overview: Shows total revenue generated over a selected period, offering a snapshot of overall practice financial health. By monitoring income trends, you can gauge growth, plan for expenses, and identify seasonal revenue fluctuations.

Perfect For: Reviewing revenue trends and financial health.

Overview: Breaks down revenue by individual provider, highlighting each provider’s contribution to total income.

Benefits: Understanding individual productivity and the financial impact of each provider’s services within the practice.

Overview: Tracks all invoices issued and payments received within a chosen period.

Purpose: Crucial for ensuring payments are up-to-date, managing outstanding invoices, and spotting potential issues with collections.

Overview: Summarises invoices and adjustments by provider for a selected period, showing both patient and payor invoices.

Useful For: Tracking revenue generated by each provider, identifying patterns in patient and payor types, and assessing overall performance by practice.

Overview: This report extends the previous report by providing a monthly breakdown of invoiced amounts within a selected date range, rather than a single total.

Best For: Clear month-by-month view of provider revenue.

Overview: Monitors revenue from private services for the year to date.

Ideal For: evaluating the growth of private services, allowing you to track performance against goals and adjust strategies as needed.

Overview: Offers an overview of product sales within the practice, detailing revenue generated from retail items.

Useful For: Monitoring the success of product offerings and identifying top-performing products.

Overview: Summarises all practice receipts for daily and monthly totals, providing a clear view of cash flow.

Purpose: Essential for understanding income trends, payment methods, and identifying areas for financial improvement.

Overview: Provides a line-by-line breakdown of each receipt, including payment methods and specific details on each transaction.

Ideal For: Deep-diving into income sources and understanding the mix of payment types.

Overview: Calculates income generated per hour of work by each provider. It’s a key tool for assessing individual productivity.

Best For: Measuring and improving efficiency and profitability within the practice.

Overview: Provides a periodic summary of revenue generated per hour worked, allowing you to compare provider productivity across different timeframes.

Perfect For: Spotting trends and adjusting scheduling or productivity goals accordingly.