<< Click to Display Table of Contents >> Navigation:  Report Central > Dashboard > Billing Dashboard

The Billing Dashboard gives a summary of the Key Performance Indicators. This report provides details of the Charges, Payments, On Account Payments, Collections,  Ageing, Adjustments, Visits, Statements and Cash Flow Blockers.

 

1. To view the Billing Dashboard Report, click on the Reports Central module and choose Billing Dashboard Report to open the corresponding screen.

2. Click in the Legal Entity box and choose your legal entity from the list.

3. From the Provider box select the required provider or choose ALL.

4. In the Acct. Date From box, enter the date from which you want details to be displayed in the report.

The MTD (Month to Date), QTD (Quarter to Date) and YTD (Year to Date) options are provided to quickly select preset time periods as the search parameter instead of entering the dates manually. Click in the check box to select the required time period.

5. To search for details of any particular Payer, enter the name of the payer in the Payer Name box.

6. To search for details of entered by any particular User, enter the name in the User box

7. After entering all the necessary parameters, click the Search button. The b Report will be displayed.

 

 

8. To view or print this report in Microsoft Excel format, click on the excel icon. To view/print this report in pdf format, Click the pdf icon.