Financial Snapshot Examples

You can use the Financial Snapshot to view your data in many different ways – here are some examples of reports that can be created using this Connect report.

Financials by Location by Code Class – This shows how financials at each location are split up between different code classes.

Financials by Primary Payer by Referring Provider – This shows which referring providers are generating financials associated with your different claim primary payers.

Financials by Rendering Provider by CPT – Here you can see which codes your providers have financial activity on over the time period in question.


Please note on any of the above, if you select to show detail, you can also see Chart Number, Patient, and Claim ID. Here is the above report, Financials by Rendering Provider by CPT, with detail included: