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.
The report can be run with a Month to Date/ Quarter to Date/ Year to Date filter. Provide adequate search parameters and click on Search. See Image 1 for the search filters.
Some of the Key Performance indicators that can be viewed on the Report are
2. Payments/ On Account
Total Deposits/ Patient & Ins. split/ Last payment posted date/Unapplied.
3. Collections & Aging
Claims resubmitted for prior months/ Outstandings by Aging buckets
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.
Image 2 is a sample screenshot of the Billing Dashboard Report.