Billing Overview

The Billing Dashboard is the landing page of the Billing portal. The Billing Dashboard consist of 3 main areas. Today’s Activity, Revenue Cycle Wheel, and Key Performance Indicators. Below we will talk about each of these areas and how its info is to be utilized.

• Today’s Activity: This area will show you the numbers for today’s date of service allowing you to get a glimpse of what is to be expected for your day’s totals. This area is automatically updated to the current date of service.
• Revenue Cycle Wheel: This area acts as a glance on the claims cycle and also doubles as individual users queues when you click the word Revenue Cycle based on setup. Each tile within the Revenue Cycle wheel will allow you to dive in to view what the numbers consist of but also allowing you to bring up the applicable data by hovering over it and clicking the magnifying glass. The Revenue Cycle wheel is essentially where you will initiate your day by clicking on the applicable tile you will be working on a diving into the perspective data you need, whether reviewing and submitting claims, working rejected and denied claims, posting payments, or working on your practice’s aging. The Revenue Cycle wheel consists of 5 tiles. 
  • Prepare: This tile will show you Missing claims (patients that are checked in/out but no superbill has been documented), Missing Data claims (claims that are missing crucial data to be processed), Ready for Processing Claims (claims that are ready to be reviewed to be submitted) and Claim Issues (claims that have NDC Errors or that fall into a Global Period Days).
  • Submit: This tile will consist of claim batches that are either pending to be submitted (Pending Submission), claim batches that are pending to be acknowledged (Response Submission), or claim batches to which all claims have rejected (Error Submissions).
  • Manage: This tile will consist of your Rejected and Denied claims, claims that are put into a Biller Defined status, and claims with No response with 7 days (default is 7 days but can be changed per user).
  • Post: This tile will consist of your payments pending to be posted. This includes ERA deposits, EOB Deposits, Statement Deposits, and Receipts. They will be listed as Deposit Errors, New Deposits, Receipts, and Posting Errors (some may not show if you do not have any). The Deposit Errors will consist of ERA Deposits with a PLA (Provider Level Adjustment) Adjustment which will need to be looked at to resolve it. The New Deposits will consist of any ERA Deposits, EOB Deposits, and Statement Deposits that have not been posted yet. The Receipts will consist of Error Receipts (receipts that the system has not been able to auto post which require a user to post them). The Posting Errors will consist of claims that have been sent to posting but they have a claim level error which will need to be looked at to resolve it.
  • Collect: This tile will consist of your practice’s aging. This will include both insurance and patient aging. By expanding the each aging you will be able to view the aging broken down by aging bucket (0-30 days, 31-60 days, 61-90 days…..)

• Key Performance Indicators (KPI): This area will show you a line graph for a 90 days period dependent on the options you have selected (checkboxes on the left). The options to select to view the data will be a user setting and users will be able to look at the data that is the most pertinent to them. By clicking the jumpbox next to the KPI header you can view additional options to select from and also alter the time frame to view the line graph for.