ClearView™ Reports: 3 Must-Watch Metrics for New Practices

When you launch a new practice—especially in a complex specialty like cardiology—it’s easy to get buried in numbers.

Your EHR has reports. Your billing system has reports. Your bank account has its own “report” in the form of deposits and withdrawals. The problem isn’t a lack of data; it’s knowing which numbers actually matter in the first few months.

That’s why we built ClearView™, the analytics pillar of the TrustedRCM Method™ at ClaiMed Solutions. ClearView™ is designed to give new practice owners a focused, honest view of their revenue cycle—without drowning you in spreadsheets.

In this post, we’ll break down the first three ClearView™ reports every new practice owner should watch to protect cash flow, spot problems early, and grow with confidence.

Why New Practices Need Clarity, Not More Reports

In the first 6–12 months, your practice is balancing:

Unpredictable patient volume
New payer contracts and credentialing timelines
Staff learning new workflows
High startup costs and tight cash flow

If you’re not careful, you can look at a dozen different reports and still not be able to answer three basic questions:

Are we actually getting paid for what we’re doing?
How long is it taking to get paid?
Where are we losing money?

ClearView™ is built to answer those questions directly—starting with three core reports.

Report #1: AR Aging by Payer (Your Cash-Flow Early Warning System)

What it shows:

This report breaks down your Accounts Receivable (AR) by aging bucket (0–30, 31–60, 61–90, 91–120, 120+ days) and, critically, by payer.

Why it matters for new practices:

You see which payers are paying on time and which are consistently slow.
You can spot early red flags—for example, if one payer’s claims are piling up in 60–90 days.
You avoid the trap of thinking “AR looks fine” when one payer is quietly creating a cash-flow problem

How to use it in your first months:

Set a simple expectation: most clean claims should be resolved within 30–45 days.
Review this report at least weekly for the first 90 days.
If you see a payer’s balances stacking up in 60+ days, investigate:
- Are claims being denied?
- Are authorizations or documentation missing?
- Is there a setup issue in your billing system?

ClearView™ makes this visual and intuitive, so you’re not just staring at a wall of numbers.

Report #2: Denial Trends by Reason and Procedure

What it shows:

This report tracks denials over time, grouped by:

Denial reason (medical necessity, authorizations, coding, eligibility, etc.)
Procedure or service type (e.g., stress tests, echoes, consults, follow-ups)

Why it matters for new practices:

In the early months, you’re still refining workflows. Denials are one of the clearest signals that something in your process isn’t working:

Front desk may not be confirming eligibility consistently.
Authorizations might not be requested or documented correctly.
Coding patterns may not align with payer rules.

Without a denial trends report, you just see “more work” and “less money.” With ClearView™, you see patterns you can fix.

How to use it in your first months:

Look for repeat denial reasons—if the same reason shows up week after week, it’s a workflow issue, not bad luck.
Identify which services are most affected. Are your diagnostic tests getting hit hardest? New patient visits?
Use these insights to tighten:
Eligibility and authorization checks
Documentation templates
Coding and modifier usage

This is where ClearView™ ties directly into the ClaimShield™ pillar to prevent future denials, not just react to them.

Report #3: Collections vs. Charges (Your Reality Check on Revenue)

What it shows:

This report compares:

Charges (what you billed)
Collections (what you actually received)

…over a defined time period, often broken down by payer and service type.

Why it matters for new practices:

It’s easy to feel busy and assume “we must be doing well.” But if collections aren’t keeping pace with charges, you’re building a gap that will eventually show up as:

Cash-flow stress
Growing AR
Pressure to cut costs or see more patients just to stay afloat

How to use it in your first months:

Track this report monthly to see if collections are catching up as expected.
Look for:
Payers where allowed amounts vs. paid amounts don’t line up
Services where you’re consistently underpaid or slow-paid
Use this data to:
Prioritize follow-up on high-value, underpaid services
Revisit payer contracts or fee schedules if needed
Adjust your mix of services if certain visit types are consistently problematic

ClearView™ turns this from a vague “are we okay?” into a concrete picture of how well your billing is converting work into cash.

How These Three Reports Work Together

For a new practice, these three ClearView™ reports form a simple but powerful dashboard:

AR Aging by Payer – Are we getting paid on time, and by whom?
Denial Trends by Reason and Procedure – Where are we losing money, and why?
Collections vs. Charges – Are we turning our work into actual revenue?

You don’t need to be a billing expert to use them. You just need to review them consistently and act on what they show.

ClearView™: Giving New Practice Owners Confidence, Not Just Data

The goal of ClearView™ isn’t to impress you with charts—it’s to give you confidence:

Confidence that your new practice is on solid financial footing
Confidence that problems will be visible early, not months later
Confidence that your billing partner is managing the details while you focus on patients

As your practice grows, ClearView™ can expand into more advanced analytics. But in the beginning, these three reports are your must-watch metrics.

Ready to See Your First Three Reports?

If you’re launching a new practice—or you’re in your first year and still guessing about your revenue health—ClearView™ can give you a clear, honest picture of where you stand.

As part of the TrustedRCM Method™, we use these three reports to guide decisions, refine workflows, and protect your cash flow from day one.

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