Kareo Analytics

FEATURES

Kareo Analytics goes beyond traditional business analytics solutions by providing you with the power to perform detailed customizations. This enhanced functionality ensures that you see immediate value as well as tailored insights for years to come.

Key reports and dashboards

Kareo provides, maintains, updates a list of key reports for immediate use, value, and to build upon to serve your needs.

Integrated view of all your practices and providers

All your Kareo data (all KIDs, all practices and providers, for all time) is at your fingertips for discovery and analysis.

Quick and Responsive user experience

Because all the data is loaded nightly into a data warehouse and then loaded into memory when you access the product, the user experience is quick and responsive.

Customize any report or dashboard

Any standard report can be completely customized, from labeling, charts, tables (columns, rows), formulas or benchmarks!

Create reports from scratch

Use Kareo Analytics to build your own data investigation, analysis, visualization, communication, data extracts and more!

In-App Definitions of formulas used

We strive for transparency and you can see what formulas mean, how they are defined, and how to change them to meet your needs.

In-App Data Dictionary for quick and confident changes

All of the dimensions, measures, and charts used in the standard reports, as well as in common use, are built into an in-app data dictionary so that users don't have to worry about what field or information to select. Just drag and drop it into a report for easy incorporation!

Access or export source data used in any report

Source data (claim level rows used for any chart or calculation) is always accessible and exportable for you to analyze, investigate, or use as a work list.

Bookmark any view for immediate recurring access

Save any set of filters on any report to jump back to with one click.

Curate data stories for further conversations

The product has the ability to snapshot any chart or table (filtered or default views) or even drop live reports into an in-app presentation to facilitate sharing information that you discover in Kareo Analytics.

Advanced Reporting and Dashboards

Begin seeing value from Kareo Analytics immediately with robust out of the box reports and dashboards, then customize these standard reports or create new reports and dashboards to personalize your insights.

Key Indicators Dashboard

Display current performance of key indicators with benchmarks and averages built in

Key Indicators Detail

Detailed information from the Key Indicators Dashboard broken down by practice

Encounters Detail

Average encounters for the previous 3 months, MTD encounters, and a chart of encounters over time

Charges Detail

Average charges for the previous 3 months, MTD charges, and chart of charges over time

Adjustments Detail

Average adjustment amount for the previous 3 months, MTD adjustments, and chart of adjustments over time

Refunds Detail

Average Refund amount for the past 3 months, MTD refunds, and chart of refunds over time