Reporting by EHR
Get more from your EHR reports
Find the reports you need, understand what their numbers mean and see how Cortexa can help you use them.
Keep the clinical system. Improve the operating view.
Each guide explains the reports to start with, the definitions that can change a number, and the management questions to take into a Cortexa conversation. Connection details depend on your EHR and configuration; the onboarding guide explains how we establish them.
5 resources
Understand your SimplePractice reports
Find out what SimplePractice reports say about completed appointments, payments and open slots, and learn why some totals need a closer look.
EHR guideUnderstand sessions and payments in TherapyNotes
Use TherapyNotes reports to check completed sessions, payments and reduced balances, then understand what needs attention in your practice.
EHR guideUse TheraNest reports to understand your practice
Connect TheraNest appointment, note and billing reports to find unfinished work, understand payments and see which clinicians have openings.
EHR guideUnderstand appointments and unpaid claims in Sessions Health
Read Sessions Health reports without confusing unfinished notes with missed sessions or counting the same unpaid insurance claim twice.
EHR guideUnderstand Jane’s bookings, returning clients and payments
Learn what Jane’s booking, returning-client and payment reports mean, with simple examples to help you make better practice decisions.
No resources match that search. Try a broader term.