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MegAligna
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Reports and exports your bookkeeper can actually use

Practice management reporting covers the money a clinic already earned: revenue by provider, location and payer, collections against charges, patient balances, utilization and cancellation rates. MegAligna exports each report as CSV for your bookkeeper or accounting software. It does not replace bookkeeping software; it feeds one accurately.

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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

    QuickBooks, Xero and any ledger, via clean import

    The CSV exports are built to drop straight into QuickBooks, Xero or whatever your bookkeeper runs: stable columns, one repeatable monthly import. A live two-way sync is on the roadmap.

Built to feed your books cleanly

The exports are designed around how bookkeepers actually work: a repeatable monthly import with stable column names, into QuickBooks, Xero or any system that reads CSV, which is all of them. There is a reason we lead with the import rather than a live sync: an import fails loudly and gets fixed before posting, while a bad sync corrupts a ledger silently. The sync is on the roadmap; the clean handoff is here today.

The owner dashboard behind these reports keeps a daily snapshot of the practice’s key numbers, so trends are computed against recorded history rather than recalculated guesses. The arrow next to a number means it was compared with what the number actually was, not with what a query says it would have been.

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.

See it with your own caseload

14 days, no card required. Set up a client, an authorization and a first session in about half an hour.

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