Billing and claims
Exports and reports
Where each kind of export lives: patient and practice data exports, audit logs and compliance records, and the revenue and clinical analytics under Insights.
Data exports
- One patient: Full record export on the patient profile (sessions, goals, claims, documents), logged as a disclosure.
- The whole practice: Practice export on Settings > Import, in the same column layout the import wizard reads.
Both are in Records export and practice export.
Audit logs and compliance records
Settings > Compliance > Audit Logs is the practice’s access history and security event view: who viewed, exported, or changed what, sign-ins and failures, administrative actions. Individual-rights requests and their outcomes are kept with the compliance records. A formatted HIPAA Audit Report for a date range is available from support.
Analytics
- Billing intelligence (Insights): revenue trends, AR, denial rates, payer performance, benchmarks.
- Denial analytics and Payer intelligence under Billing.
- Cross-system analytics and Network intelligence compare your practice with de-identified aggregates across the network. No patient-level data leaves your practice.
Frequently asked questions
How do I get my audit logs for an auditor?
Settings > Compliance > Audit Logs shows access history and security events for the practice. Ask support for a formatted HIPAA Audit Report for a date range if the auditor wants a document rather than the log view.