Understanding your billing dashboard

The billing dashboard gives your team a real-time view of financial performance across all active payers and service lines.

Dashboard panels

Collections summary Displays total billed, total collected, and net collection rate for the selected date range. Use the date picker in the top-right corner to adjust the reporting window.

Aging buckets Shows outstanding balances grouped by age: 0–30, 31–60, 61–90, and 90+ days. Clicking any bucket filters the claims list below to that aging range.

Denial rate by payer A bar chart that ranks payers by denial percentage. Use this to prioritize payer outreach or identify patterns that may require coding or documentation adjustments.

Recent remittances Lists the most recent ERA/EOB files received, with total payment amounts and posting status. Click any remittance to view line-level detail and post payments.

Exporting data

All panels support CSV export via the Export button. Scheduled reports can be configured under Settings > Reports > Scheduled Exports.

Customizing your view

Drag and drop dashboard panels to reorder them. Changes are saved per user profile.