Why does Statistics disagree with the financial overview?

Usually the date basis or the cancelled setting. The financial overview lets you choose between invoice date and payment date; Statistics reports each measure a specific event. Check both before assuming an error.

Can staff see these reports?

They contain full financial and per-user activity data, so treat them as management information and restrict who runs them by role convention within your clinic.

Statistics reports

Detailed operational and financial reports, filterable and exportable.

Where to find itMenuStatistics

Administrators

Statistics is the reporting module. Each report answers one question, and they all share the same filter bar: a date range, a billing entity, a doctor, the applicable insurance law, the billing type and whether to include cancelled items. Several reports export to Excel for accountants who want their own view.

What you can do here

Run reports over any date range
Filter by billing entity and doctor
Filter by insurance law and by Tiers Garant or Tiers Payant
Include or exclude cancelled items
Export key reports to Excel
Review insurance submission status in aggregate
Measure activity per staff member

The shared filters

Set these once; they apply to the report you are looking at.

Filter	What it does
From / to	The reporting period. Defaults are sensible but always check them before quoting a number.
Billing entity	Restricts to one billing entity, where the clinic bills under more than one.
Doctor	Restricts to one treating doctor.
Insurance law	Restricts to invoices under a particular health insurance law.
Billing type	TG (Tiers Garant) or TP (Tiers Payant).
Include cancelled	Whether cancelled items are counted. Off gives you the commercial reality; on gives you the full audit picture.

Available reports

Report	What it shows
Debiteurs	Open invoices per entity, doctor and patient — the debtor list.
Sent invoices	Invoices issued in the period.
Paid invoices	Invoices paid in the period.
Invoiced services	Service lines billed in the period.
Paid services	Service lines paid in the period.
1ères consultations	Patients who had their first consultation in the period. Exports to Excel.
Agenda patients payments	Patients from a specific agenda or location and what they paid during the period.
MediData status	Insurance invoices in aggregate: sent, paid, rejected, transmitted and stornoed, plus duplicates, aging and routing.
Activity by user	What a staff member touched — stage changes, appointments, notes, tasks and emails. Exports to Excel.

Reports not yet available

Four reports are visible in the interface but not yet released. They appear locked rather than empty, so you know they exist and are not misreading a blank page.

Services aperçu — services performed grouped by treatment date
Non-invoiced services — services performed but not yet billed
Cash collection — payments received by date and method
Consultations per patient — consultation counts per patient and month

Note

Until these arrive, use the financial overview for revenue by service, and the invoices list filtered by payment method for cash collection.

Which report answers which question

Question	Report
Who owes us money?	Debiteurs
Did we bill more than last quarter?	Sent invoices, with the period changed
Did we collect what we billed?	Paid invoices against sent invoices
Which treatments produce revenue?	Invoiced services and paid services
Is the top of the funnel healthy?	1ères consultations
Where are insurance claims stuck?	MediData status
Who in the team is doing what?	Activity by user

Important

Sent invoices and paid invoices will not agree, and should not — they measure different periods of the same money. Be explicit about which you are quoting.

Exporting

1
Set the filters
The export follows exactly what is on screen.
2
Export to Excel
Available on 1ères consultations and Activity by user.
3
Keep the filter settings with the file
A spreadsheet without its period and filters is not auditable later.

Frequently asked

Why does Statistics disagree with the financial overview?: Usually the date basis or the cancelled setting. The financial overview lets you choose between invoice date and payment date; Statistics reports each measure a specific event. Check both before assuming an error.
Can staff see these reports?: They contain full financial and per-user activity data, so treat them as management information and restrict who runs them by role convention within your clinic.

Last updated September 2025. Screens may differ slightly depending on your plan and role.