COLLECTIONS DIAGNOSTICSUPERSCRIPT · COLLECTIONS DIAGNOSTIC
See exactly where patient collections fall short.
Two Athena exports. One representative window, ending at least four months ago so claims have adjudicated. We read the period, department scope, and practice name directly from the report headers — then produce a diagnostic showing your yield, copay prediction gap, and where the uncollected dollars concentrate.
THREE STEPS
01
TOS Collections
Pull the Time of Service Collections report from Reports → Report Library. Five clicks, DETAILED format.
OPEN →
02
Activity report
Pull the Activity report from Reports → Activity Wizard. Nine settings — each one matters.
OPEN →
03
Generate
Drop both CSVs for one matured window. The report opens in your browser — save as PDF from there.
OPEN →
WHAT YOU'LL GET BACK
One PDF. A complete read of your patient collections reality.
UNCOLLECTED RESPONSIBILITY
Total adjudicated patient responsibility minus what was collected — the dollars left on the table, net of payment plans.
COPAY PREDICTION GAP
Athena's predicted copay as a fraction of actual adjudicated responsibility. Shows how incomplete the front-desk collection baseline is.
DOLLAR & COUNT YIELD
What share of adjudicated responsibility was collected, and what share of visits were paid in full.
BY APPOINTMENT TYPE
The same metrics cut by appointment type, with a composite flag on the types where the most money is recoverable.
If the Activity export includes a post date column, the report also shows payment timing — how long after each visit payments are actually collected, and where the AR tail concentrates.