EHR Reports

The EHR Reports Report Builder, showing report results as a data table on the left and the configuration panel with Timeframe, Report Categories, Key Metrics, Data Grouping, and filter controls on the right

EHR Reports is the reporting and analytics workspace for your Air data, reached from the Insights section of the sidebar. It lets executives, clinic managers, growth teams, billing teams, outcomes leaders, and operational staff monitor performance, spot problems, and act on them across every facility.

What you can do

Track performance across patient acquisition, retention, outcomes, productivity, billing quality, and operational efficiency.
Drill down from a high-level summary into facility, provider, patient, case, referral, lead, appointment, chart note, and encounter-level records to investigate a specific number.
Filter and group by provider, facility, time period, credential, measure, referral source, payer, and other available dimensions.
Save frequently-used report configurations for quick access.
Export any report or drill-down as a CSV for offline analysis, patient follow-up, or executive review.

The three report engines

EHR Reports is organized into three engines. Each engine focuses on a different operational objective and carries its own metrics, groupings, filters, and date behavior. You select an engine from the Report Categories dropdown.

Engine	What it covers
Growth Engine	Patient acquisition, patient flow, referrals, leads, schedule fill, and caseload growth.
Retention Engine	Patient experience, functional outcomes, discharge quality, lost-patient risk, plan-of-care adherence, and authorization follow-up.
Efficiency Engine	Provider productivity, schedule utilization, billing quality, code mix, documentation completion, and scribe adoption.

To learn how to configure and run a report, see Building a Report. Note: The metrics available to you may vary based on your organization’s configuration and enabled features.

Accessing EHR Reports

To open EHR Reports:

Sign in to Insights.
In the left sidebar, expand the Insights section.
Click EHR Reports.

The page opens on the Report Builder tab, which is the primary workspace for creating and running reports.

Understanding the interface

The Report Builder tab is divided into two areas:

The report results area on the left, which is empty until you run a report. Once a report runs, results appear here as a data table with CSV and Save actions in the top-right corner.
The configuration panel on the right, where you set up your report parameters. The panel has a Controls tab holding the report parameters and a Definitions tab describing the metrics you have selected. Each control has a ? icon that explains what it does.

A Saved Reports tab sits alongside Report Builder and lists the report configurations you have saved. Reports do not update as you change controls. Nothing is calculated until you click Run Report.

Key terminology

Term	Definition
Report Category	A reporting area focused on a specific operational objective, selected in the Report Categories dropdown. EHR Reports currently supports Growth Engine, Retention Engine, and Efficiency Engine.
Key Metric	A focused report within a category, selected in the Key Metrics dropdown (for example Scorecard, Outcomes, or Billing Quality). Each one adds its full set of columns to the results table.
Data Grouping	Determines how rows are organized. Grouping by Facility creates one row per facility; grouping by Provider creates one row per provider. Some reports support additional groupings such as Measure, Referring Provider, Referral Source Type, or Insurance.
Time Slice	Groups data by time interval: day, week, biweekly, month, quarter, or year, where supported. Selecting Week, for example, shows one row per week.
Timeframe	The overall date range for the report. Most metrics include only data within this range, but some look outside it for context, such as the first appointment on a case, future appointment checks, or a case’s full outcome history.
Arrived appointment	An appointment treated as attended. Depending on the report this usually includes Checked In and Completed; Growth and Efficiency visit counts may also include Ongoing.
Case	A clinical episode of care for a patient. Cases remain open until archived or discharged.
Discharged case	A case that has been closed or archived. Reporting uses the first timestamp at which the case was marked discharged.
First appointment on a case	The earliest non-Cancelled, non-No-show, non-Archived, non-Deleted appointment on a case. Used by Growth Engine new-patient metrics.
Functional Outcome (FO)	A non-deleted functional outcome measurement response attached to an appointment. Used by Retention Engine Outcomes metrics.
MCID	Minimal Clinically Important Difference. Indicates whether a functional outcome score changed enough to be clinically meaningful.
Clinical hours	Provider working hours in the selected date range after subtracting regular schedule blocks. Used by Efficiency Engine productivity and utilization metrics, and by Growth Engine Schedule Fill Rate.
Booked hours	Appointment-duration hours for booked appointments, excluding statuses such as Archived, Cancelled, and No-show.
FTE	Full Time Equivalent. In the Efficiency Engine, Visits / FTE normalizes visit volume using an 8-hour FTE day.
Drill-down	Clicking an aggregated value to see the underlying raw data records.
Breadcrumb	The navigation path shown above a report (for example Growth Engine / Scorecard / New Patients (NP)) that lets you return to a parent view.
CSV export	A downloadable spreadsheet file containing the current report or drill-down data.

Some EHR Reports metrics share a name with a card on the Performance Analysis KPI dashboard, such as Arrival Rate, Scheduled Patients, and Underscheduled Patients. They are separate surfaces with their own calculations. The definitions in this section describe EHR Reports metrics only; see Review your KPI Dashboard for the dashboard’s versions.

Getting Started with Air

View your Calendar

Review Patient Details

Communicate with Patients

Portal and Online Scheduling

Check-in a Patient

Fill a Chart Note

Take in a Patient

Manage your Tasks

Manage your Practice

Analyze your Reports

ONC Certification

ONC Feature Guides

FHIR API

EHR Reports

What you can do

The three report engines

Accessing EHR Reports

Understanding the interface

Key terminology

​What you can do

​The three report engines

​Accessing EHR Reports

​Understanding the interface

​Key terminology

What you can do

The three report engines

Accessing EHR Reports

Understanding the interface

Key terminology