BI: A/R Dashboard
The System Delivered A/R Dashboard visualizes data points from an A/R Analysis and A/R Management reports in the PM System. This Dashboard presents 5 Visuals:
- A/R Aging by Group
- A/R by Date
- Financial Metrics
- Days in A/R
- Write-Offs by Code
Use the Controls header to modify the display criteria on the A/R Dashboard.
- The Controls header also adjusts the A/R Days Look Back Months and the Weekly Billing Days.
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A/R Dashboard Visuals
- A/R Aging by Group:
- Shows the Aging Balance broken into buckets.
- Filter to include or exclude Encounters with a Negative A/R by using the dropdown menu in the top left corner of the visual.
- Hover over a bucket to view a breakdown of the data.
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- A/R by Post Date:
- Calculates A/R over time based on the Post Date.
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- Financial Metrics:
- Trends the selected Financial Metric over time.
- Metrics can be selected from the dropdown menu in the top left corner of the Visual:
- Adjustments
- Charges
- Payments
- Refunds
- Transfers
- Write-Offs
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- Days in A/R:
- Reports the Days in A/R by Group.
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- Write-Offs by Code:
- Trends the Write-Off amounts in dollars and breaks it down by Write-Off Code.
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