Executive Financial Reports
Overview of clinic performance, revenue trends, and financial health.
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payments
Total Outstanding
$42,500
trending_down 2.5%
vs last month
Current (0-30 Days)
$25,000
Healthy
• 58% of total
Past Due (31-60 Days)
$12,000
Attention
• 28% of total
Critical (60+ Days)
$5,500
Action Required
• 14% of total
Revenue Trends
Monthly revenue vs. projected targets
Actual
Projected
$42k
$58k
$51k
$74k
$65k
$91k
Patient Acquisition
New vs. Returning
Total Patients
1,248
arrow_upward 12%
Returning Patients
842 (67%)
New Patients
406 (33%)
Top Procedures by Revenue
Performance breakdown by service type
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| Code | Procedure Description | Count | Avg. Value | Total Revenue | Trend |
|---|---|---|---|---|---|
| D8090 | Comp. Orthodontic Treatment (Invisalign) | 12 | $5,500.00 | $66,000.00 | trending_up 15% |
| D6010 | Surgical Placement of Implant Body | 8 | $3,000.00 | $24,000.00 | trending_up 5% |
| D2740 | Crown - Porcelain/Ceramic Substrate | 15 | $1,200.00 | $18,000.00 | remove 0% |
| D0120 | Periodic Oral Evaluation | 150 | $63.33 | $9,500.00 | trending_down 2% |
| D1110 | Prophylaxis - Adult | 110 | $80.00 | $8,800.00 | trending_up 8% |
Showing 1-5 of 24 results