Reporting & Business Intelligence for O&P: How Better Data Transforms Operations
Today’s O&P practices run on data, whether they realize it or not. From reimbursement trends to referral patterns to WIP oversight, nearly every decision touches information flowing through your practice management system. But without the right reporting structure, that data often gets stuck in spreadsheets, siloed workflows, or systems that weren’t built for true visibility.
During a recent customer-led webinar, Scott Huber, VP of Operations at ēlizur, shared how his team approaches reporting and Business Intelligence (BI), what “good” looks like for O&P practices today, and how data-driven dashboards can help organizations work more efficiently and make better decisions.
Below is a recap of the session, including real examples, visuals, and takeaways you can use to sharpen your own reporting strategy.
What Practice Leaders Want From Their Systems
A recent research study conducted by In90Group, an independent research firm focused on healthcare industry trends, explored O&P practice leaders’ biggest concerns and expectations for practice management systems. The study also evaluated adoption interest in new technologies such as artificial intelligence, as well as what teams want their systems to help them accomplish over the next several years.
The results are summarized in the graph below, but one of the clearest takeaways was this simple truth:
disconnected data creates missed opportunities.
When asked what they expect from their practice management systems, leaders most commonly cited:
- Better insights into business performance (28%)
- Improved productivity of administrative staff (24%)
- More automation of their business processes (20%)
- Improved productivity among their clinical resources (15%)
In short:
better decisions start with better data.
Out-of-the-Box Reporting: Your Operational Foundation
Nymbl provides a robust library of standard reports that cover the daily essentials for finance, billing, operations, and clinical teams. These include:
- GL reports
- Sales, AR & payments
- HCPCS sales
- Balance reports
- Purchasing history
- Past-due deliveries
- Overdue rentals
- Expiring pre-auths
- Unapproved notes
- And so many more!
These reports form the core framework for month-end reporting and daily operational oversight.
Built-In BI Dashboards: Turning Data Into Insight
(1 of 3) High-Level Financials & Productivity
These dashboards help leadership quickly understand:
- How revenue and collections are trending
- Whether productivity is increasing or plateauing
- Where WIP or length-of-care issues may be emerging
- Whether financial performance is consistent across locations
(2 of 3) Operational Insights (Front-End, Billing, AR, Purchasing)
This dashboard consolidates operational performance into one view, including:
- Front-end insurance and documentation metrics
- Billing submission timelines
- AR and payer-specific reimbursement patterns
- Purchasing and price variation
- Returned items by practitioner
- Referral activity and trends
This is the type of visibility most practices try, and fail, to maintain in spreadsheets.
(3 of 3) Ad Hoc Reporting: Deep-Dive, Answer-Any-Question Flexibility
Ad hoc dashboards are perfect when a team needs to investigate a specific question. These reports allow analysts, managers, and leadership to:
- Slice data by branch, clinician, payer, product, or timeline
- Explore trends behind productivity, timing, and outcomes
- Spot unusual dips or spikes in volume
- Drill into individual patient or claim workflows
This is where teams truly move from reporting to analysis.
Custom BI Dashboards: Leadership-Level Analytics
Beyond Nymbl’s built-in dashboards, ēlizur also developed custom BI views to support leadership insights and long-term planning.
Note: The dashboards shown in this section use fictionalized data to illustrate ēlizur’s reporting strategy and decision-making approach. The examples are representative of the insights, not their actual business performance.
(1 of 3) Tracking Device Types, Payments & Monthly Productivity
These visuals help leadership:
- Understand how device volume translates into revenue
- Compare practitioner productivity across locations
- Identify high-value products and recurring patterns
- Track monthly progress toward clinical and financial goals
(2 of 3) Denials, Write-Offs & Financial Clean-Up
The financial clean-up dashboards help teams:
- Identify the most common denial codes
- Spot patterns in write-offs
- Reduce preventable errors
- Improve reimbursement speed
- Strengthen documentation and front-end accuracy
ēlizur used this structure to help reduce denials by 5–10%, meaning faster collections and fewer workflow disruptions.
(3 of 3) Leadership, WIP & Admin Meetings
These dashboards support standing weekly and monthly meetings across the entire organization. They include:
- WIP meeting visuals
- Practitioner performance goals
- Admin and billing productivity goals
- Team-level KPIs
- Operational bottleneck identification
Instead of reviewing static spreadsheets, meetings now revolve around live, actionable data.
ēlizur’s Wins: What Better Reporting Made Possible
During the webinar, ēlizur shared specific improvements enabled by better data:
- Denials reduced by 5–10%
- 30%+ growth in two years
- Increased vendor discounts
- Streamlined WIP oversight
- Elimination of workflow black holes
- Higher staff confidence and clarity
- Better patient satisfaction
Data didn’t replace their team. It empowered them.
How Nymbl Helps Practices Elevate Their Reporting
Whether you're early in your reporting journey or ready to build custom BI layers, Nymbl supports:
- Out-of-the-box reporting
- Built-in BI dashboards
- Custom reports
- Ad hoc dashboards
- Structured KPIs and SLA-based workflows
- Reporting service hours for advanced analysis
- Leadership dashboards
- Cross-team enablement
We meet practices where they are and help them scale up with confidence.
Next Steps: See Nymbl Intelligence in Action
If you’re interested in improving visibility, cleaning up workflows, or building dashboards like the ones shown above, we’d love to help.
Request a Nymbl Intelligence demo: www.nymblsystems.com/demo
Better data leads to better decisions, and better decisions build better practices.
