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Reports

Reports is the operations scoreboard. It answers questions like “how many remittances did we post this week?” and “which carrier is stuck in review?” It is not a replacement for your accountant’s production reports or Open Dental’s insurance reports.

Open it from the sidebar: Reports.

Numbers come from uploaded EOBs your role can see. Archived files are excluded, so they cannot inflate the story.

Filters (they stack)

Both controls sit in the page header. Using both together narrows the set.

Uploaded date

Same control as the EOB Dashboard. Presets include today, last 7 days, last 30 days, and this month. You can also pick a custom range.

The date is when the file was uploaded to Ordo, not the date of service on the claim, and not the insurance check date. If Jennifer uploads June’s leftover remittance on August 28, it counts in August.

EOBs

Pick one or more files. The picker follows the date filter, so you only see EOBs in that range.

Clear filters returns to “every active EOB.” A line under the header tells you how many files are in the current set.

Export uses that same filtered set.

Example: Friday wrap-up at Bright Smile

Jennifer wants “this week, Cigna only.”

  1. Date preset: last 7 days.
  2. EOBs: she ticks the three Cigna files from this week, leaves the Delta file unticked.
  3. The header says the set contains 3 EOBs.
  4. She glances at pending review and posted payments.
  5. She exports for the owner huddle.

If she had left EOB empty, she would have seen Cigna and Delta for the week.

Operations overview

The same style of summary as the dashboard — uploads, pending review, posted payments, failed jobs, trends — but computed from the filtered EOBs, not the whole inbox.

Today’s uploads inside a filter

“Today’s uploads” still means files uploaded today, and they must sit inside the current filter. If your date range is last month, today’s uploads will be zero. That is consistent, not a bug.

Processing analytics

You will see counts such as:

Metric Plain meaning
Documents uploaded How many files are in the set.
Payments posted How many of those files reached posted/completed.
Claims posted Claim-level count (one file can have many claims).
Procedure lines Line-level count.
Average processing time How long reading/processing took, on average.
Average review time How long files sat waiting on a person, when available.
Manual corrections Edits people made to extracted data.
Failed syncs Times talking to Open Dental did not succeed.

Plus carrier views:

  • Insurance carrier breakdown — uploaded vs posted counts
  • Payment value by carrier — posted dollars
  • Carrier performance detail — per-carrier uploaded, posted, value posted, and post rate

Example. Delta shows 10 uploaded and 2 posted (20% post rate). Cigna shows 10 uploaded and 9 posted. Jennifer does not assume Delta “pays worse.” She opens the two posted Delta files, then the eight unposted ones — often the reader failed on a non-standard layout, or matching needs review. Reports tell her where to look. They do not tell her why until she opens a file.

What Reports is not

  • Not a deposit slip. Posted dollars here are Ordo’s view of EOB plan covered amounts that were posted, not your bank.
  • Not a proof of posting for every Open Dental write if someone posted by hand in Open Dental outside Ordo.
  • Not including archived files. Archive a duplicate if you do not want it in the scoreboard.