Payments Dashboard

Payments Dashboard

Payments Dashboard


Post Payment, Adjustments, and Refunds Panel

Receipts with Escrow Panel

  • List of Receipts with Escrow
  • Expand the Escrow List using the Plus icon.
  • Receipt History is where all Receipts reside, whether they are fully posted, partially posted, or not posted at all.

Electronic Remittance Advice (ERA) - Loaded Panel

  • This is a list of Loaded ERAs that have not been Applied (Posted).
  • Use the Plus icon to expand the panel.
  • Breakdown of Loaded, Posted, Posted Manually, and Duplicates ERAs
  • Total number of Files
  • Total Dollar Amounts
  • Select the ERA link in the list to navigate to the ERA File Dashboard.
  • Select the Remits Number link to view the Items in the ERA or to Apply an ERA. (You can also select All ERAs to Apply ERAs.)
  • All ERAs link
  • Select the All ERAs link to navigate to the ERA List screen, where ERAs can be applied and worked.


Reference Batch - Payments Panel

This panel shows the Received, Applied, and Escrow amounts for the Payments in the currently attached Reference Batch.

  • It only displays if you are attached to a Reference Batch when opening the Payments Dashboard.


Payments Plans - Declined Panel

This panel displays details about the active Patient Payment Plans.


  • Total Number of Payment Plans
  • Total Amount in Payments Plans
  • Number of Declined Payment
  • Amount of Declined Payments

Select the All Plans link to view the Payment Plans.


Learn More

Payments and Receipts

Payments/Receipts FAQs


Knowledge Base

Help Center

Dashboard Navigation

Payments Dashboard

 

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