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.
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.
