Dashboard Tab

Accounting View

Date of Service View

Productivity View

Screen Component Definitions

Field	Description
View Selection	Dropdown list to change the view of the dashboard. Options include: Current Month - Accounting Prior Month - Date of Service Productivity
Manage Dashboard	Opens the Dashboard configuration sidebar. Dashboards may be created, customized, and set as default.
Save Button	Saves any changes to the dashboard configuration settings.
Practice Selection	Dropdown list to change the practice information being displayed in the dashboard. Select a different practice to update the dashboard display.
Timing Selection	Allows the user to change the time frame of the information displayed on the Dashboard. There is a Month drop down option that includes options: Current Previous Custom If Custom is selected, the Date field is enabled, allowing the user to select a specific month and year to view data.
Dashboard Widgets	Present relevant information for the selected practice. The available widgets change depending on the view selected. Available widgets include: Current Month - Accounting Days in A/R (90 day trailing) Net Collection % (90 day trailing) % A/R > 90 Days Payer Mix (Charges) Payer Mix (Payments) MTD Metrics Prior Month - Date of Service Anesthesia Minutes by Provider Anesthesia Units by Payer Rendering Provider Case Count Billed vs. Expected vs. Collected Payer Mix (Charges) Payer Mix (Payments) Charges/Payments - 13 Month Trailing Productivity Charge Entry Productivity Collector Entry Productivity Payment Entry Productivity Please see the Dashboard topic for additional information about the available widgets.
Legend	Provides a breakdown of the information presented in a graphic. Clicking an item in the legend removes it from the graphic and then returns it to the graphic display upon clicking it again.
Expand/Collapse	Click to expand or collapse the widget display on the dashboard.
Custom Criteria	If the Custom Criteria icon () is clicked within a widget, a criteria window opens for the specific widget, where criteria can be modified. Example Criteria Window (will vary by widget):