Practice Reporting. Prepared for Rowan Bexley on Oct 7, 2026. Whole organization.
September 2026 run · Draft
September 2026
Started Oct 3, 2026 by Rowan Bexley. 23 numbers: 15 matched, 4 within tolerance, 2 explained, 1 need an explanation, 1 awaiting athena’s figure.
The publish gate
The rest of the team sees this month only when every number matched athena, sat inside its tolerance, or was explained in writing, and every internal check passed.
Enter athena’s figures
Run each athena report named on a number’s page and type its figure in.
Provider rows by site (choose one or more)
Practice totals, payer rows and aging are for the whole organization and are never filtered by site.
Payers (choose one or more)
Days in A/R and aging
Days in A/R, version 2: Total open A/R at close of business on the last day of the month, divided by average daily charges over the 90 days ending that day.
A/R aging, version 1: Open balance on each claim at close of business on the last day of the month, grouped by days since the date of service: 0 to 30, 31 to 60, 61 to 90, 91 to 120, over 120.
- Practice totalOurs $297,637.14athena $297,679.64Difference -$42.50Within tolerance
- 0 to 30 daysOurs $169,001.03athena $169,001.03Difference NoneMatched
- 31 to 60 daysOurs $42,789.14athena $42,789.14Difference NoneMatched
- 61 to 90 daysOurs $27,679.19athena $27,679.19Difference NoneMatched
- 91 to 120 daysOurs $16,688.05athena $16,730.55Difference -$42.50Within tolerance
- Over 120 daysOurs $41,479.73athena $41,479.73Difference NoneMatched
Denial rate by payer
Denial rate, version 1: Claims a payer denied the first time it decided on them, divided by all claims a payer first decided on in the month. Resubmissions are not counted again.
- Practice totalOurs 7.93%athena 8.19%Difference -0.26 pointsWithin tolerance
- Silver Creek Health PlanOurs 6.74%athena 6.74%Difference NoneMatched
- Northwind Mutual BenefitOurs 8.85%athena 8.85%Difference NoneMatched
- Cascade Benefit AllianceOurs 4.17%athena 4.17%Difference NoneMatched
- Statewide Care ProgramOurs 10.67%athena 11.55%Difference -0.88 pointsNeeds explanation
Visit volume by provider
Visit volume, version 1: Appointments in the month that were checked out or had charges entered, counted under the provider the appointment was scheduled with. An appointment that was checked in but not yet checked out is not counted until it is closed.
- Practice totalOurs 1,209athena 1,211Difference -2Explained
- Alina Ferris, MDMain Campus, East RegionOurs 335athena 335Difference NoneMatched
- Marcus Delacroix, DOStonebridge, West RegionOurs 322athena 322Difference NoneMatched
- Priya Ramanathan, MDMain Campus, East RegionOurs 301athena 301Difference NoneMatched
- Dana Whitlock, NPStonebridge, West RegionOurs 251athena 253Difference -2Explained
No-show and cancellation rate
No-show rate, version 1: No-shows in the month divided by appointments that were either completed or no-shows.
- Practice totalOurs 6.42%athena Not enteredDifference Not compared yetAwaiting athena figure
- Alina Ferris, MDMain Campus, East RegionOurs 5.10%athena 5.10%Difference NoneMatched
- Marcus Delacroix, DOStonebridge, West RegionOurs 5.01%athena 5.01%Difference NoneMatched
- Priya Ramanathan, MDMain Campus, East RegionOurs 5.94%athena 5.94%Difference NoneMatched
- Dana Whitlock, NPStonebridge, West RegionOurs 10.36%athena 10.28%Difference +0.08 pointsWithin tolerance
Cancellation rate, version 1: Appointments in the month cancelled for any reason other than a no-show, divided by all booked appointments in the month.
By site
Each site’s figure adds up its providers’ rows above, every one of which was checked against athena. The site figures are sums, not separately checked against an athena report.
Completed visits
- Main CampusEast Region, 2 providers636
- StonebridgeWest Region, 2 providers573
No-show rate
- Main CampusEast Region, 2 providers5.50%37 of 673
- StonebridgeWest Region, 2 providers7.43%46 of 619
Internal checks
Before anything is compared with athena, the run has to agree with itself.
- Aging buckets add up to total A/R (passed)Five buckets sum to $297,637.14, which is total A/R to the cent.
- Days in A/R uses the same A/R as the aging report (passed)The days in A/R numerator equals total A/R on the aging report.
- Provider visit counts add up to the practice total (passed)The provider rows sum to 1,209 visits, the practice total.
- Payer denials add up to total denials (passed)4 payers account for all 86 denials out of 1,084 claims a payer decided on.
- Provider no-shows add up to the practice total (passed)Providers account for all 83 no-shows.
- Every rate has something to divide by (passed)All 12 rates have a denominator above zero.
- No value is negative (passed)Every value is zero or more.
- Every claim record athena returned was read (passed)43,050 records fetched across 87 pages, all read.
- Every appointment record athena returned was read (passed)1,436 records fetched across 3 pages, all read.
- The claims pull reaches back past every open balance (passed)The oldest open balance is from a visit on Jan 9, 2025; the pull starts on Oct 1, 2023, more than 30 days earlier, so no older balance was cut off.
- Every booked appointment has exactly one outcome (passed)1,436 booked = 1,209 completed + 83 no-shows + 142 cancelled + 2 still scheduled or checked in.
Where these numbers came from
Enough to prove what was counted, never enough to say who: no patient record was kept.
- Source
- Demo data, made up and shaped like athena’s
- Read from athena
- Oct 3, 2026, 6:00 AM EDT
- Reporting month
- Sep 1, 2026 to Sep 30, 2026. A/R measured at close of business Sep 30, 2026.
- Claims
- 43,050 read and counted, none unreadableCharges $7,621,820.00. Payments posted $4,743,223.47 and adjustments posted $2,561,214.39, both after reversals. Visits from Oct 2, 2023 to Sep 30, 2026; the oldest unpaid balance is from a visit on Jan 9, 2025.
- Appointments
- 1,436 read and counted, none unreadable
- Definitions used
- Days in A/R, version 2
- A/R aging, version 1
- Denial rate, version 1
- Visit volume, version 1
- No-show rate, version 1
- Cancellation rate, version 1
- Patient records kept
- None. Records were cut down to dates, amounts, provider, payer, department and status, added up, and thrown away.
For your IT team
- athena report read:
/v1/{practiceid}/claims, Oct 1, 2023 to Sep 30, 2026; service date in the 1,095 days to the A/R as-of date, with transactions, so every claim still carrying a balance is counted whatever its age- athena report read:
/v1/{practiceid}/appointments/booked, Sep 1, 2026 to Sep 30, 2026; booked appointments in range, including cancelled and no-show- Pages and requests:
- claims in 87 pages (43,050 records), appointments in 3 pages (1,436 records), 90 requests in all
- Run reference:
R-2026-09- Software version:
rpt-pipeline 1.1.0
Export this run
The numbers, their checks against athena, and where the data came from, as spreadsheet files. Free, and limited to what you can see.