Name a standard Phreesia report used to monitor revenue capture.

• A. Appointment Schedule by Day
• B. Revenue by Patient/Encounter report
• C. Insurance Eligibility Report
• D. Patient Satisfaction Report

Answer: (B)

The key idea here is tracking money tied to each patient visit to make sure every charge and payment is accounted for. The best choice, the Revenue by Patient/Encounter report, presents revenue data at the level of individual patient encounters. This allows you to see exactly how much revenue was captured for each visit, reconcile payments, identify outstanding balances, and spot any gaps where charges or payments might have been missed. That direct linkage between encounters and revenue is what makes this report ideal for monitoring revenue capture.

The other reports focus on different areas: an Appointment Schedule by Day is about when visits occur, not money; an Insurance Eligibility Report verifies whether a patient has coverage before services, which helps prerequisites but not the financial capture itself; and a Patient Satisfaction Report collects feedback, not financial data.