Monthly Practice Analysis Report – Charges by Provider

The Monthly Practice Analysis Report – Charges by Provider is a report found in the Accounting section of Practice Mate. This report displays all line-item billable and non-billable codes by provider and helps analyze charge activity for a selected period.

The Unit Charge column is calculated by dividing the Total Charge by the Quantity. At the bottom of the report, totals are provided for each selected provider, including:

• Unique number of CPT codes used
• Total CPT codes performed
• Total charges

Below are the steps to access and use this report.

Steps to Access the Report

1. Navigate to the Accounting Tab
   • Log in to Practice Mate.
   • From the top menu, click the Accounting tab.
   • Hover over Reports.
   • Select Monthly Practice Analysis Report – Charges by Provider from the drop-down menu.

Using the Search Filters

Once the report page opens, you will see three search boxes:

• Provider ID(s)
• Office ID(s)
• CPT Code(s)

1. Select Providers, Offices, or CPT Codes
   • Click the plus (+) sign next to any search box.
   • A selection window will appear at the bottom of the page.
   • By default, the first 10 results will be displayed.
2. Adjust Displayed Results (Optional)
   • Use the “Show only the first” drop-down to change the number of results shown:
     • 10
     • 50
     • 500
     • 1,000
     • 5,000
     • 10,000
   • Click Narrow to apply the selected result limit.
3. Make Your Selections
   • Use the checkboxes to select the desired items.
   • You may also use
     • Select All
     • Select None
     • Invert Selections
   • Click Use Selections to save your choices.
4. Choose a Date Option
   • Back on the main page, to the right of the search boxes, select one of the following:
     • Date
     • Date Range
     • Month
5. Run the Report
   • After all selections are made, click the Go button.
   • The report will generate and display charge data by provider based on your criteria.

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