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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 exports as CSV with stable column names, so a bookkeeper can build a repeatable monthly import into the accounting system the practice already uses.

  • Included

    Ledger handoff by import rather than integration

    The CSV exports are built to import into QuickBooks, Xero or whatever your bookkeeper runs, with stable columns and one repeatable monthly mapping. There is no live QuickBooks or Xero connection today; a two-way sync is on the roadmap.

How the exports reach QuickBooks or Xero

The exports are built around how bookkeepers work: a repeatable monthly import with stable column names, into QuickBooks, Xero or any system that reads CSV.

An import is deliberately the primary path rather than a live sync. 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 CSV 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.

Common questions

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 a clean monthly 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.
What accounting software does the export work with?
Any system that imports CSV, which in practice is all of them. The columns are stable and documented, so the mapping is set up once and reused monthly.

Try it end to end with test data

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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