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Reporting Suite: Overview

Gain insight into your practice’s performance with a consolidated view of every report available in the Healthcare Finance Direct Provider Portal or by subscription. 

Below is a table listing each available report, a brief summary of what it shows, and where to find it in the portal.

Report Name Summary Location in Portal
Funding Report Provides details on funds advanced under the “Cash Upfront” program. HFD Provider Portal → Funding Summary
Customer Communications Report Shows communications sent to patients. For "Cash Over Time" funded providers HFD Provider Portal  → Customer Communications Report
Cash Over Time Data Tape – Daily Rollforward A detailed daily roll-forward tape of payments and balances under for providers using the “Cash Over Time” funding model.  Subscription required—contact your area manager for details.
Cash Over Time Weekly Payments Report Line-by-line summary of each payment made under “Cash Over Time” plans: patient, amount, fees, transactions.  Subscription required—contact your area manager for details.
Doc Stamp Tax Report For Florida providers Only: summary of documentary stamp tax liability and filing information.  HFD Provider Portal → Florida Stamp Tax
Hybrid Summary Report Summary view of the hybrid funding program (portion cash upfront + installment payments). Subscription required—contact your area manager for details.
Hybrid Funding Report Detail of funds advanced under hybrid financing programs. Subscription required—contact your area manager for details.
Hybrid Payment Report Line-by-line summary of each payment made under hybrid financing: shows payments, servicing fees, amount to provider/investor, etc.  Subscription required—contact your area manager for details.
Open Applications Report Report identifying patient applications that were started but not yet completed/activated—to help re-engage. HFD Provider Portal →  Open Applications Report
Conversion Reporting Tracks application funnel conversion (Starts → Submitted → Approved → Activated). Useful for monitoring and improving funnel performance. HFD Provider Portal → Conversion Report
Contracts Report Shows contracts (activated payment plans) across your organization. Subscription required—contact your area manager for details.
Applications Report A full list of all applications within your provider organization: volumes, cancellations, credit mix, etc.  Subscription required—contact your area manager for details.
Providers Report For corporate/parent-provider organizations: a list of all provider locations, activation dates, contact info, etc.  Subscription required—contact your area manager for details.
Delinquency Report For "Cash Over Time" funding model providers. Provides details of delinquent contracts and status across your portfolio. Subscription required—contact your area manager for details.