Reports and Analytics

Reports and analytics give you visibility into how your practice is performing: revenue trends, membership health, patient access patterns, and compliance data.

DPC Pro provides several built-in reports that help managers understand practice trends and make data-driven decisions. Reports are available from the Billing and Compliance sections of the sidebar and are accessible to users with the appropriate permissions.

Regular review of practice analytics helps you identify growth opportunities, spot payment issues early, and maintain compliance with access-logging requirements.

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Available Reports

DPC Pro includes the following report types:

Report	Section	What It Shows
Revenue Report	Billing	Total collected revenue by date range, monthly breakdown, transaction counts (see also billing reports)
Membership Report	Billing	Active memberships by plan, expiring memberships, past-due memberships
User Access Report	Compliance	Which team members accessed patient records and how often
Patient Access Report	Compliance	All access to a specific patient’s records, broken down by user and action
Audit Log	Compliance	Searchable log of all actions taken in the system (AI-related actions are also tracked in the AI audit log)

Revenue Report

The revenue report shows financial performance for your practice over a selected period.

To view the revenue report:

1. Navigate to Billing → Revenue Report.
2. Optionally set a Start Date and End Date to narrow the range.
3. Review the report.

The report displays:

• Revenue summary: total collected revenue for the selected period
• Monthly breakdown: a table showing each month’s total revenue and transaction count, for up to the last 12 months
• Trend data: month-over-month changes so you can spot growth or declines

Revenue figures reflect net amounts from successful transactions (payments that completed, excluding refunds).

Membership Report

The membership report shows the health of your membership base.

To view the membership report:

1. Navigate to Billing → Membership Report.
2. Review the report.

The report displays:

• Membership statistics: total active memberships, counts by status, and enrollment trends
• Plan breakdown: how many active memberships belong to each plan, with monthly revenue per plan
• Expiring memberships: memberships that will expire within the next 30 days
• Past-due memberships: memberships with outstanding balances or failed payments

Catching churn early

Check the expiring and past-due sections weekly. Reaching out to members before their membership lapses can reduce involuntary churn.

User Access Report

The user access report helps you monitor who is accessing patient data and how often, which supports HIPAA compliance requirements.

To view the user access report:

1. Navigate to Compliance → User Access Report.
2. Optionally select a User from the dropdown to focus on a specific team member.
3. Set a Start Date and End Date (defaults to the last 30 days).
4. Review the report.

The report displays:

• PHI access summary: for each user, the total number of patient record accesses and the count of unique patients accessed
• Detailed access log: when you select a specific user, a chronological list of their patient data accesses

Patient Access Report

The patient access report shows every access to a specific patient’s records, which is useful for responding to patient inquiries or audits.

To view the patient access report:

1. Navigate to Compliance → Patient Access Report.
2. Select a Patient from the search dropdown.
3. Set a Start Date and End Date (defaults to the last 90 days).
4. Review the report.

The report displays:

• Access log: a chronological list of all accesses to the patient’s records (up to 500 entries)
• Access by user: which team members accessed the records and how many times
• Access by action: a breakdown by action type (view, create, update, export, etc.)

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Reading Report Data

Reports present data in tables and summary cards. Here is how to interpret the key elements:

Summary Cards

At the top of most reports, summary cards show high-level numbers:

• Counts: total items (memberships, transactions, accesses)
• Monetary values: displayed in dollars, reflecting net amounts after any fees
• Status indicators: color-coded labels showing whether a metric is healthy, warning, or critical

Tables

Detailed data appears in sortable tables. Each table includes:

• Column headers describing each data point
• Row-level data for each record (membership, transaction, access event)
• Pagination for large data sets (audit logs paginate at 50 entries per page)

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Filtering and Date Ranges

All reports support filtering to narrow the data you see.

Date Range Filters

• Revenue Report: filter by start date and end date
• User Access Report: filter by start date and end date (default: last 30 days)
• Patient Access Report: filter by start date and end date (default: last 90 days)
• Audit Log: filter by start date and end date

Additional Filters

Report	Available Filters
Revenue Report	Date range
Membership Report	(Shows all active data; no additional filters)
User Access Report	Date range, specific user
Patient Access Report	Date range, specific patient
Audit Log	Date range, action type, user email, patient, free-text search

Practice Scoping

Reports automatically scope to the currently selected practice. If you select All Practices in the practice switcher, reports aggregate across all practices in your organization (for users with organization-level roles).

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Scheduled Reports

Currently, reports are generated on demand each time you visit the report page. Scheduled recurring reports (delivered via email on a weekly or monthly basis) are planned for a future release.

In the meantime, you can use the export features described in Data Export to download report data for offline review or record-keeping.

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Interpreting Key Metrics

Revenue Metrics

Metric	What It Means	What to Watch For
Monthly revenue	Net collected payments for the month	Declining month-over-month trends
Transaction count	Number of successful payment transactions	Sudden drops may indicate payment processing issues
MRR (projected)	Monthly recurring revenue from active memberships	Shown on the dashboard; compare with actual collections

Membership Metrics

Metric	What It Means	What to Watch For
Active memberships	Currently enrolled and paid-up memberships	Overall panel growth or shrinkage
Expiring within 30 days	Memberships approaching their end date	Outreach opportunities to retain members
Past due	Memberships with failed or overdue payments	Immediate follow-up needed to prevent cancellation
Plan distribution	Breakdown of memberships by plan type	Concentration risk if most members are on one plan

Access Metrics

Metric	What It Means	What to Watch For
Total PHI accesses	How many times patient records were accessed	Unusually high counts for a single user
Unique patients accessed	Number of distinct patients a user viewed	Users accessing records outside their normal panel
Failed actions	Actions that resulted in errors or denials	Potential unauthorized access attempts

Audit compliance

HIPAA requires that you can demonstrate who accessed patient data and when. The User Access and Patient Access reports serve as your primary audit documentation. For a full overview of compliance requirements, see HIPAA compliance. Review them periodically and retain exports for your compliance records.

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Related Pages

• Dashboard Overview
• Practice Settings and Configuration
• Staff Roles and Permissions
• Manage Multiple Locations
• Data Export

Need Help?

If you have questions about reports, reach out to the DPC Pro support team at [email protected] or visit the troubleshooting guide.