Page History

Accounting View

Image Modified

Date of Service View

Image Added

Productivity View

Image RemovedImage Added

Screen Component Definitions

Field

Description

View Selection

Drop down 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

Drop down Dropdown list to change the practice used for information being displayed in the dashboard information. 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

Production

in A/R (90 day trailing)
Net Collection

PercentagePercent of

% (90 day trailing)
% A/R

over

> 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

Note
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 once clicked 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 (Image Added) is clicked within a widget, a criteria window opens for the specific widget, where criteria can be modified.