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)
• Accounts Receivable (A/R)

All three sections have a detailed page that can be accessed by selecting the desired tab on the top panel, or by selecting the section title.

• Individual Practices (Databases) can filter this page by Facility and Facility Reporting Group.

• Billing Companies can filter this page by Database.

The following information is only applicable to the sections on the Main Dashboard, not the tabs listed above.

Practice Analysis

1. Revenue by Group: 

• Shows all of the posted Payments that have been received from the beginning of the previous week until the previous day's date by the Post Date of the Payments.

2. Visits (Encounters) by Date of Service:

• Shows the count of each unique Patient and DOS from the beginning of the previous week until the previous day's date.

• Drag the Slider Bar at the bottom of the visual to adjust the view.

3. Week Over Week Encounter Count:

• Counts Encounters from Sunday to Saturday by the Encounter Post Date, comparing the previous two weeks with two weeks prior.

• Example: At the start of May, this Visual compares the count of Encounters by Post Date for the last two weeks of April with the first two weeks of April.
• The Date displayed is the first day of the week's count.

4. Patients Week Over Week:

• Counts unique Patients from Saturday to Sunday by Encounter Post Date, comparing the previous week with two weeks prior.

• Example: At the start of May, this Visual compares the count of unique Patients by Encounter Post Date for the last two weeks of April with the first two weeks of April.
• The Date displayed is the first day of the week's count.

5. The Top 3 Procedures by Count:

• Counts each Procedure Code over the previous four weeks by Encounter Post Date.

• This displays the three Procedure Codes with the highest count.

Revenue Cycle Management (RCM)

1. Days to Bill:

• The difference in days between the date the Encounter was added and the first time the Claim was printed or sent to the Clearinghouse.

• This looks for all Encounters posted over the previous one month.

2. Average Days to Add Month Over Month:

• The difference in days between the date the Encounter was added and the Date of Service of the Encounter.

• Takes the average Days to Add for the previous month by Encounter Post Date and compares with the average Days to Add of two months prior.

3. Copay Collection Rate:

• If a Copay was received on the DOS of the Encounter, it is divided by the total number of Encounters where a Copay was designated by Insurance Adjudication.

• Looks at all Encounters posted over the previous two months with a lag time of one month.

• Example: At the start of May, this Visual considers all Encounters posted in February and March, but excludes April.

4. Claim Rejection Percentage:

• Finds the percentage of Claims that have received a Rejection from the Clearinghouse or Payer compared to the Claims that were not Rejected.

• Considers all Claims for Encounters posted within the previous two months with a lag time of one month.

• Example: At the start of May, this Visual considers all Claims that are for Encounters posted in February or March, but excludes April.

5. Charges Not Billed, Counts and Dollar Amounts by Group:

• This looks at all Encounters not yet billed.

• Includes the Counts and Sum of Charges.

• Encounters with Insurance listed: If a Claim has not been sent to the Clearinghouse, it is considered Not Billed.
• Self-Pay Encounters: Looks for Charges where a Statement has not been mailed.

Accounts Receivable (A/R)

1. A/R Aging by Group:

• Shows a heat map of outstanding A/R broken down by Group.

• This metric is sectioned off by Aging Bucket.
• A darker color signifies that the aging bucket holds a larger portion of the total outstanding balance.

2. A/R:

• The total amount of outstanding A/R as of the previous day.

3. Days in A/R:

• The total outstanding A/R divided by the average amount billed in a Billing Day.

• Billing Days can be customized by using the Slider Bar to the right of the metric. The slider bar can:

• Define the number of days per week that billing occurs.
• Define the number of months to look back when calculating Billing Days.

• Example: A practice bills Monday through Friday and wants to exclude the past three months of charges. Set Look Back Months to 3 and set Weekly Billing Days to 5.

4. A/R by Group:

• Shows the total outstanding A/R broken down by Group.