BI: A/R Dashboard

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:

  1. A/R Aging by Group
  2. A/R by Date
  3. Financial Metrics
  4. Days in A/R    
  5. 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.

A/R Dashboard Visuals

  1. 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.

  1. A/R by Post Date:
  • Calculates A/R over time based on the Post Date.

  1. 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

  1. Days in A/R:
  • Reports the Days in A/R by Group.

  1. Write-Offs by Code:
  • Trends the Write-Off amounts in dollars and breaks it down by Write-Off Code.



    


    • Related Articles

    • BI: QuickSight Resources

      To access the QuickSight User Guide from the BI Tool, select the Question Mark in the upper right corner of the screen. Select Documentation in the dropdown menu. QuickSight Resources Note: This is not an exhaustive list of QuickSight resources. For ...

    • BI: Main Dashboard

      It is not possible to drill up or down on the Main Dashboard. The Main Dashboard provides a visual overview of data stored in other system-delivered Dashboards. The Main Dashboard sections are: Practice Analysis Revenue Cycle Management (RCM) ...

    • BI: Dashboard Controls

      Controls determine the data that is represented on a Dashboard or Visual. All account types can use Controls to adjust the visible data. Controls in the BI Tool function the same as reporting Filters in the PM System. Controls are found in the ...

    • A/R Reports Overview

      A/R Reports do not include Incomplete Charges. Account Receivable Reports Practice Analysis A/R Analysis A/R Management Year End Interactive Aging Report Aging by Patient BI: A/R Dashboard Date Filters Using these Date Filters will show different ...

    • Encounter Dashboard Overview

      Encounter Dashboard Overview Access the Encounter Dashboard Select the Encounter Number link on the Patient Dashboard, or Enter an e + Encounter number (e12345) in the Navigation Shortcut box. You can go to the Patient Dashboard from the Encounter ...