Payments
Collections & margin reports
The reports your clients ask for, ready to export or print. Standalone report pages for collections, denials, benchmarks and margin, each with export and print. Built for the monthly client conversation, not for a data team. Many billing companies spend the first week of every month building client reports by hand. What ships here includes collections reporting; denial reporting. Used day to day by accountant, supervisor, admin roles, with availability marked available. Open the sample screen on the right, then walk the steps below — or book a demo and put your hand on the same flow with synthetic data.
Analytics · all practices · last 12 months
What it is
Standalone report pages for collections, denials, benchmarks and margin, each with export and print. Built for the monthly client conversation, not for a data team.
The problem it solves
Many billing companies spend the first week of every month building client reports by hand. It's time that should go to working claims.
Process
How it works, step by step
- 1
Pick a report
Collections, denials, benchmarks or margin.
- 2
Filter
Choose a practice, a payer and a period.
- 3
Check the numbers
Drill into the entries behind each figure.
- 4
Export or print
Hand your client a clean report in minutes.
What's included
Everything below is part of collections & margin reports today.
- Collections reporting
- Denial reporting
- Benchmark reports
- Margin reports for your own business
- Export and print on every page
- Accountant-friendly access
The guardrail
Reports read from the same ledger as everything else, so they match what billers see.
Where it fits: the full rcm loop
This is the whole job of a billing company, end to end. Every step lives in MEDBIX, so nothing falls into the gap between two tools.
- MEDBIX
- Clearinghouse / payer
- Person decides
- 1
Patient & insurance on file
MEDBIXDemographics and coverage, from import, EHR ingest or entry.
- 2
Eligibility (270/271)
Clearinghouse / payerCoverage confirmed through the clearinghouse before billing.
- 3
Charge capture → claim draft
Person decidesEncounter becomes a draft claim in the builder.
- 4
Deterministic scrub
MEDBIXRules run; AI can explain any finding.
- 5
Human review & approve
Person decidesRequired before anything leaves.
Audience
Who uses it
These roles work with this feature day to day. Access always follows what your admin assigns.
Works closely with
More in Payments
Deep dive
What Collections Reports means in daily ops.
Practical context for Collections Reports: how teams use it, where it sits in the loop, and what to ask in a demo.
- Tied to how billing work actually splits
- Clear on human vs machine responsibility
- Links into related MEDBIX areas
Practice
Where this shows up on a busy day.
From morning eligibility checks to end-of-day posting, Collections Reports connects to the queues your team already lives in.
- Morning coverage and claim build
- Midday scrub and approval
- Afternoon denials and patient pay
Control
Keep a person on the send button.
Whatever page you're on, MEDBIX keeps AI in a propose role. Approvals, posting and rule activation stay human.
- Named approvals
- Visible AI proposals
- Immutable audit trail
Next
See Collections Reports against your volume
Bring your payer mix and the friction you feel today. We'll map it onto sample data in thirty minutes.
- Sample data only
- Your questions drive the agenda
- Written follow-up after
Common questions
Can we brand reports for clients?
Tell us how you present reports today and we'll show you what's possible.
What's the margin report for?
It helps billing companies understand profitability across their own client book.
Can practice managers see their own reports?
Access follows roles and practice scoping.
Want to walk MEDBIX against your real claim mix?
Thirty minutes with sample data. We'll follow one claim through the gate, then talk about your payers, practices and where the rework hurts today.
Notes from the billing floor
Occasional, practical writing on denials, A/R and running a billing company. No spam, unsubscribe any time.