Custom reporting
Sales and ops reports — sliced by territory, franchise, and more
Stop exporting CSVs into spreadsheets. Build live dashboards and scheduled exports grouped by territory, franchise, DMA, county, payer, or provider — with benchmarks across the Synergy network.
Territory rollups
Revenue, encounters, and denials grouped by county, DMA, and territory boundary.
Franchise scorecards
Side-by-side franchise KPIs with month-over-month and year-over-year trend.
Provider productivity
Encounters, RVUs, charges, and collections per provider and per location.
Payer mix analysis
Reimbursement by payer, plan type, and contract — with denial rate overlay.
Custom dashboards
Drag-and-drop dashboard builder. Share by URL or embed in your portal.
Scheduled exports
PDF, CSV, and Excel deliveries on any cadence to any inbox or SFTP.
Popular report templates
- Weekly franchise revenue & A/R rollup
- Territory-level new-patient acquisition vs. plan
- Payer-mix shift quarter over quarter
- Top 25 denial reasons by payer and territory
- Provider compensation models with productivity inputs
- Recruiting funnel by job listing and franchise
Frequently asked questions
- Can reports be sliced by territory or franchise?
- Yes. Group results by territory, franchise, DMA, county, payer mix, provider, or any custom tag.
- How fresh is the data?
- Most metrics refresh hourly. Claim and ERA data lands within 5 minutes of payer response.
- Can I schedule and email reports?
- Yes. Schedule PDF or CSV exports daily, weekly, or monthly to any address or shared drive.
- Do you offer benchmarking?
- Anonymized benchmarks across the Synergy network are available — denial rate, A/R days, and payer mix by specialty.
Ready to request a sample report?
Our team can scope your connectivity, automation, or reporting needs in a single call.