The Billing Dashboard report provides an overview of the various activities. It provides Supervisors/Managers a single place to view the financial and other critical activities of the practice. Managers can get a snapshot of the key performance indicators to analyze the revenue factors and cash flow blockers for the entire practice. Furthermore, the report can be run to look up key activities performed by the user.


1. Some of the Key Performance indicators that can be viewed on the Report are

1. Charges- Posted/Unposted/Pending charges.

2. Payments/ On Account- Total Deposits/ Patient & Ins. split/ Last payment posted date/Unapplied.

3. Collections & Aging- Claims resubmitted for prior months/ Outstanding Amounts by Aging buckets

4. Visits-Total Visits and Amounts

5. Patient Statements- Count of Statements generated.

6. Cash Flow Blockers- Office and Outside charges resubmitted over 15 & 30 days respectively.

2. Billing Dashboard Report has the excel export option added to the single sign-on screen; see Image 1.

Image 1


To generate the report for the previous month, check MTD option and provide the last date of the month in the Acct. date filter.

Search Filters of H4 Report 

Field Description
Legal Entity To filter by legal entity
Provider To filter by provider
Acct. Date To filter by Accounting Date
MTD/ YTD/ QTD To generate either by Month-To Date, Year-To-Date, Quarter-To-Date
Payer Name Filter by insurance
User To Filter results pertaining to a specific user

Search Screen of H4 Report

Sample H4 Report