Billing Dashboard

The billing report reflects three sets of data: billing, payment, and aging. The top of the dashboard includes totals for the dates selected for Ready to Bill, Billed, On Hold, Rejected and Payments.

With the from and to Date fields you define the period of time for the data you want to analyze.

From the Location drop-down, select the locations you want to include or all. Note: the date and location filters do not apply to the Accounts Receivable (AR Aging) graph.

The dashboard includes a graphic representation of Payments by Carrier and Accounts Receivable (AR Aging). You can hover over a bar in the graph to see information specific to that section.

Billing Detail

Click Go to Billing Detail at the top of the dashboard to view the Billing Details of the claims behind the values represented in Ready to Bill, Billed, On Hold, Rejected and Payments.

The details display in a table.

Above the table are filter fields you use to broaden or narrow the data in the table. Below the filter fields is an aggregation of the Total Claim Count, Total Paid Amount and Total Outstanding amount.

Filter	Description
Claim #	Unique claim identifier
Order #	Unique order identifier
Patient Name	First and last name of patient
Claim Status	Status of claim
Insured Name	First and last name of insured party
Carrier	Name of the insurance carrier for the claim
Plan	Indicates which plan the insured/patient has with the carrier

Dashboard Columns

Table columns can be sorted by selecting a column header followed by the up/down arrow.

Field	Description
Claim #	Unique claim identifier
Order #	Unique order identifier
Office	Location where service was performed
Service Date	Date on which service was performed
Patient Name	First and last name of patient
Insured Name	First and last name of insured party
Carrier	Name of the insurance carrier for the claim
Plan	Indicates which plan the insured/patient has with the carrier
Authorization #	Unique identifier for authorization
Claim Status	Status of claim
Paid Amount	Amount that has been paid
Outstanding Balance	Amount still owed

Payment Detail

From the Payment by Carrier graph, click Go to Payment Detail to explore the data behind this chart.

Above the table are filter fields you use to broaden or narrow the data in the table. Below the filter fields is an aggregation of the Total Claim Count, Total Ins Amount and Total Pat Amount.

Filter	Description
Order #	Unique order identifier
Claim #	Unique claim identifier
Patient Name	First and last name of patient
Carrier	Name of the insurance carrier for the claim
Plan	Indicates which plan the insured/patient has with the carrier
Payment Processed By	Identifies staff member who processed the payment

Table columns can be sorted by selecting a column header followed by the up/down arrow.

Field	Description
Claim #	Unique claim identifier
Order #	Unique order identifier
Office Key	Identifies office where service occurred
Payment #	Unique payment identifier
Patient Name	First and last name of patient
Carrier	Name of the insurance carrier for the claim
Plan	Indicates which plan the insured/patient has with the carrier
Service Date	Date service occurred
Deposit Date	Date deposit was paid
Ins Amount	Amount covered/paid by insurance
Payment Amount	Amount owed/paid by patient
Payment Processed By	Staff member who processed the payment

Aging Details

From the Accounts Receivable (AR Aging) graph, you can narrow the graph data using the Location drop-down in the graph. The date and location filters at the top of the dashboard do not apply to this graph or the Aging Detail. The data in this graph and the Aging Detail is based on all outstanding billing receivables in the system and is not driven by dates.

You can click Go to Aging Detail and the aging detail displays in a table. Along with Location, you can further narrow the detail data by Age category - selecting the check box to include All, 2 Months Ago, 3 Months Ago, 4 Months Ago, >4 Months, Current and/or Last Month.

Above the table are aggregate amounts for Total Claim Count and Total Balance.

Filter	Description
Claim #	Unique claim identifier
Patient Name	First and last name of patient
Carrier	Name of the insurance carrier for the claim
Plan	Indicates which plan the insured/patient has with the carrier
AR Amount	?????????

Table columns can be sorted by selecting a column header followed by the down arrow.

Field	Description
Office #	Indicates office where service was performed
Claim #	Unique claim identifier
Service Date	Date service occurred
Patient Name	First and last name of patient
Carrier	Name of the insurance carrier for the claim
Plan	Indicates which plan the insured/patient has with the carrier
AR Amount	???????