2.3 Main Interface Dashboard

The Dynamic Dashboard has been designed to help improve office productivity by providing you with a clear picture of your practice performance and shortcuts to all the work that needs to be completed.

Notification Center
- Pending Drafts: This will show the pending drafts for that user.
- Pending Tasks: This will show the past due tasks and tasks due that day for that user.
- Rejected Claims: This will show all the rejected claims that have not been refiled yet.
- Unposted ERAs: This will show all unposted ERAs.
- Failed Transactions: This tab will display failed transactions based on the selected range/time frame. OpenEdge failed transactions cannot be cleared from the Dashboard.
- Open EOBs: This will show the amount of Open EOBs in EOB Payments.
- Authorizations Expiring: This will show when a patient has 2 or less visits left of their authorization or if the authorization will expire within the next week.
- Care Plans Expiring: This will show any patients whose care plan has 2 or less visits left.
Appointment Snapshot
- This data is based off of the providers selected, range/time frame, status of the appointment and case associated with the appointment.
  - Appointments Seen will show all Checked Out appts
  - Cancellations will show all Cancelled Appointments
  - No Shows will show all No Show Appointments
  - New Patients will show all New Patient’s with a scheduled appointment (first visit).
  - Appointment Type will take into account all Appointment Type names and break it up by percentages.
  - Visits by Payer will look at those visits from the range/time frame and will break down the appointments by percentages. This is based on what is attached to the case for the appt.
Billing Key Performance Indicators
- This information is based off of the selected providers and range/time frame.
Accounts Receivable Snapshot
- Will display the A/R percentages.
- This can be broken down by Insurance or Patient A/R.