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Medical practice reports and bookkeeping exports

Medical bookkeeping software maintains the ledger; practice management reporting produces the numbers that feed it. MegAligna reports revenue by provider, location and payer, collections against charges, patient balances, utilization and cancellation rates, and exports each one as CSV for your bookkeeper or accounting system.

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What the reports cover

  • Included

    Revenue by provider and location

    Charges and collections per rendering provider and per site, over any date range, matching the per-session detail your biller works from.

  • Included

    Collections against charges

    What was billed, what was collected, what remains outstanding, with patient balances separated from what is awaiting insurance processing.

  • Included

    Utilization and cancellations

    Delivered hours against scheduled and authorized hours, with cancellation reason codes, per provider and per client.

  • Included

    CSV export on every report

    Every table downloads as CSV with stable column names, so the file your bookkeeper receives has the same shape each month.

  • Included

    Ledger handoff by import rather than integration

    QuickBooks, Xero and any ledger that reads CSV take the files as an import. There is no live connection to either today.

Getting the numbers into QuickBooks or Xero

Your bookkeeper maps the columns once, then imports the same file shape each month. Nothing posts to the ledger from this side.

That is deliberate. A failed import reports the error before anything posts, so it gets corrected in the same sitting, whereas a misconfigured sync writes wrong entries to a ledger without announcing it. A two-way sync is on the roadmap; the file handoff works today.

The owner dashboard behind these reports stores a daily snapshot of the practice’s key numbers. Trends are therefore computed against recorded history rather than recalculated from current data, so a change arrow compares this month with the figure as it actually stood last month.

The numbers underneath these come from billing, and what the software itself costs is published rather than quoted.

What bookkeepers and owners ask

Is this bookkeeping software?
No. Bookkeeping software maintains a general ledger; this maintains the clinical and billing records the ledger entries come from. The reports exist so the handoff between the two is an import instead of retyping.
Can my accountant get their own login?
Yes, and it costs nothing: reporting-only access rides on a free non-clinical seat, the same as biller seats. They see reports and exports, not clinical records.
Why can a dashboard trend differ from a re-run report?
The dashboard compares against the snapshot stored on the day, while a report run today recalculates from current data. A charge corrected after the fact changes the re-run report but not the figure the trend was recorded against.

Export a month of test data to your books

14 days, no card required. Use made-up patients while you evaluate: real patient information waits until a business associate agreement is in place.

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