Reports has three doors. Health reports: under Find a patient, type the patient's first or last name (any part of either, capitals and accents do not matter) and pick from the matches, which show the location, the primary provider and whether the patient is enrolled; with 25 patients or fewer, Browse all lists them. Only patients in your scope come up. The same Health reports component the family and the clinicians use renders for that patient — vitals and glucose, medications, symptoms and alerts, the weekly home summary, the visit flow sheet, and Billing support — with Print and CSV. Organization summary: patients by location and by provider, alerts by week (total, flagged, acknowledged), readings logged and patients opened over the last weeks, with Download CSV.
Reimbursement opportunity: for a month and a scope, the documented estimate summed across the enrolled patients (what is already on the record and ready for the coder), how many patients have something ready, how many are blocked and by what (mostly missing consent, or missing clinician time), and the monthly opportunity formula — eligible patients × estimated allowed amount × completion rate × collection rate — with the inputs editable by the organization admin and defaulted conservatively. Each patient's line opens their Billing support report. Every figure is an estimate; the disclaimer sits under the numbers. The same number shows on the Panel as a tile for the current month.
Settings carries two cards for this: Billing details (the billing provider and NPI, the group NPI, the tax ID sealed with only its last 4 shown and a logged reveal, the default place of service and the billing contact — printed on the header of every billing CSV) and Your payer rates (ExpressAgain's Medicare national non-facility reference per code, and your own rows per code, year and payer that win over it; never a price of ours).