Introduction
The Connect Portal Dashboard is available via the Dashboard tab. It provides a snapshot summary view for a selected practice. There are three pre-set views that provide different information: Current Month - Accounting, Prior Month - Date of Service and Productivity. Information is presented in various widgets.
Step-By-Step Guides |
Current Month - Accounting View
Widget | Description | Sample(click to enlarge graphic) | |
|---|---|---|---|
| Days in A/R (90 day trailing) | The number of days for which you have open balances in the A/R. |
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| Net Collection % (90 day trailing) | The percentage of net receivables. |  | |
| % A/R > 90 Days | The percentage of account receivables in A/R more than 90 days.
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| Payer Mix (Charges) | The breakdown of payers associated with the claims for the current month. |  | |
| Payer Mix (Payments) | The breakdown of payers associated with the payments for the current month. |  | |
| MTD Metrics | The Month to Date Metrics presents the following for the selected practice:
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Prior Month - Date of Service View
Widget | Description | Sample |
|---|---|---|
| Anesthesia Minutes by Provider | A breakdown of the minutes per provider. The color coding indicates if the minutes are Directing, Directed, or Observing activity. |  |
| Anesthesia Units by Payer | A breakdown of the anesthesia units charged per provider. The color coding indicates if the units are Base Units, Time Units, or Physical Status Units. |  |
| Rendering Provider Case Count | A count of cases per rendering provider. |  |
| Billed vs. Expected vs. Collected | A breakdown of the billed, expected, and collected amounts per payer. The color coding indicates if the data amount is Billed, Expected, or Collected. |  |
| Payer Mix (Charges) | The breakdown of payers associated with the claims for the prior month by dates of service. | |
| Payer Mix (Payments) | The breakdown of payers associated with the payments for the prior month by dates of service. | |
Productivity View
Widget | Description | Sample | |
|---|---|---|---|
| Charge Entry Productivity | A breakdown of charge entry productivity for the selected practice(s)
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| Payment Entry Productivity | A breakdown of payment activity for the selected practice(s). The color coding indicates if the activity is Check or Distribution related.
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| Collector Entry Productivity | A breakdown of collector activity for the selected practice(s). The color coding indicates if the activity is Guarantor or Insurance related.
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