--- title: "KPI dashboards for medical practices & clinics" description: "KPI dashboards for medical practices & clinics: finance KPI dashboards in Looker Studio, Fathom or Power BI: revenue, gross margin, DSO, DPO and runway." url: https://ledgerbpo.com/industries/medical-practices/kpi-dashboards/ updated: 2026-09-11 publisher: LedgerBPO (SS Support Network LLC) language: en-US --- # KPI dashboards for medical practices & clinics A financial dashboard for medical practices & clinics should let a managing partner see, on one screen, whether the practice is collecting what it earns and where the money is going. We build it in Fathom, Google Looker Studio or your accounting software's reporting layer from reconciled books and practice-management exports, and refresh financial tiles after each close and revenue-cycle tiles weekly. - Since 2020 - US · UK · CA · AU - Named accountant plus backup - Your software, no lock-in [Book a billing audit](https://ledgerbpo.com/book-a-call/?topic=billing-audit) [Book a 20-minute call](https://ledgerbpo.com/book-a-call/) Updated September 2026 ## How it runs for medical practices and clinics The tiles are the ones physicians ask about: charge lag, days in AR by payer, net collections by provider, patient collections at time of service, credit balances older than 60 days, staff cost as a percent of net revenue, and cash on hand in weeks of payroll. ## What are financial dashboard services? Financial dashboard services design, build and maintain a visual view of your key financial metrics from your accounting, billing and payroll systems. The provider defines each KPI with you, connects the data, refreshes the figures, and checks that every number ties to the ledger. The result is a page you open any day, not a report you wait for. ## What we handle for medical practices and clinics - Track charge lag and claims submitted within two days as a weekly tile - Show days in AR and net collection rate by payer with trend lines - Display net collections by provider and by location each month - Present credit balances older than 60 days and refunds issued - Express cash on hand in weeks of payroll and fixed overhead ## The KPI that matters here Dashboard refreshed within two business days of each close, with revenue-cycle and cash tiles updated weekly. ## Medical practices compliance notes ### HIPAA Claims, remittances and patient statements are protected health information. We sign a BAA, staff are HIPAA-trained, access to your practice-management system is role-limited with MFA, and ledger entries carry claim or batch numbers rather than patient names or diagnoses. ### Payer rules and timely filing Every payer contract sets timely-filing limits, appeal windows, coordination-of-benefits rules and refund procedures. Medicare allows 12 months from the date of service to file; many commercial payers allow less. We log deadlines per payer so unpaid claims are worked before they age out. ### Overpayment refunds Identified Medicare and Medicaid overpayments must be reported and returned within 60 days of identification under the Affordable Care Act. We age credit balances by payer, prepare refund batches for your approval, and document the dates so the practice can show it acted in time. ### Patient credit balances and unclaimed property Patient overpayments that go unrefunded may become reportable unclaimed property under state law after a dormancy period. We list patient credits monthly, prepare refunds for your approval, and keep records that support any state filing your counsel advises. ## Medical practices software we work in - [Kareo (Tebra)](https://ledgerbpo.com/software/kareo-tebra/) - [AdvancedMD](https://ledgerbpo.com/software/advancedmd/) - [QuickBooks Online](https://ledgerbpo.com/software/quickbooks-online/) - [Gusto](https://ledgerbpo.com/software/gusto/) - [Bill.com](https://ledgerbpo.com/software/bill-com/) - [Stripe](https://ledgerbpo.com/software/stripe/) - athenahealth - eClinicalWorks - [All 50 platforms](https://ledgerbpo.com/software/) ## More for medical practices and clinics Other services for medical practices - [Bookkeeping](https://ledgerbpo.com/industries/medical-practices/bookkeeping/) - [Invoicing and billing](https://ledgerbpo.com/industries/medical-practices/invoicing-and-billing/) - [Accounts receivable](https://ledgerbpo.com/industries/medical-practices/accounts-receivable/) - [Accounts payable](https://ledgerbpo.com/industries/medical-practices/accounts-payable/) - [Bank reconciliation](https://ledgerbpo.com/industries/medical-practices/bank-reconciliation/) - [Month-end close](https://ledgerbpo.com/industries/medical-practices/month-end-close/) - [All medical practices services](https://ledgerbpo.com/industries/medical-practices/) KPI dashboards in other industries - [Marketing agencies & consultancies](https://ledgerbpo.com/industries/agencies/kpi-dashboards/) - [Auto repair shops & dealerships](https://ledgerbpo.com/industries/auto/kpi-dashboards/) - [Behavioral health practices](https://ledgerbpo.com/industries/behavioral-health/kpi-dashboards/) - [Daycares, schools & education](https://ledgerbpo.com/industries/childcare-education/kpi-dashboards/) - [The full kpi dashboards page](https://ledgerbpo.com/services/kpi-dashboards/) ## Frequently asked questions ### What KPIs should a medical practice track? Charge lag, days in AR by payer, net collection rate by payer, net collections by provider, patient collections at time of service, credit balances older than 60 days, staff cost as a percent of net revenue, and cash on hand in weeks of payroll. These explain most changes in physician income and most cash surprises, and they come from data you already have. ### Can each provider see only their own numbers? Yes. Because collections and provider-specific costs are tagged by provider, each physician can receive a view limited to their own collections, payer mix and days in AR, while the managing partner sees the whole group. This tends to reduce the argument about whose numbers are right, because everyone is looking at the same reconciled source. ### How often do the numbers update? Financial tiles update after the month-end close, usually by the fifth business day. Revenue-cycle and cash tiles update weekly because charge lag and unposted remittances change quickly. We do not publish daily numbers that have not been reconciled; a dashboard is only useful if every tile can be traced back to the books. Next step ## Books closed. Invoices paid. Every month. Tell us what is going on with your books or billing. You will hear from a named person within 1 business day, with a custom quote and a plan for the first close. - Reply from a named person within 1 business day - No setup fee, month-to-month - Your software, your data, no lock-in Start with a custom quote [Book a billing audit](https://ledgerbpo.com/book-a-call/?topic=billing-audit) [Book a 20-minute call](https://ledgerbpo.com/book-a-call/) Or call [+1-657-777-0006](tel:+16577770006) during US, UK or Australian business hours. --- Source: https://ledgerbpo.com/industries/medical-practices/kpi-dashboards/ · Contact: https://ledgerbpo.com/contact/ · Full site map for agents: https://ledgerbpo.com/llms.txt