Daily Financial Tasks

Estimated read time: 5 mins

Morning Huddle

  • Review Yesterday, Today and Tomorrow’s Performance all at a glance without pulling manual reports. 
  • In the Yesterday column, you can review some of the most important metrics such as Production, Collections and Co Pay Collections %.
  • In the Today and Tomorrow sections, Past Due AR provides a list of patients that have balances to plan those in-person balance conversations. 

End Of Day 

  • Use the End of Day Module to see where each location finished the day, as well as key financial month to date and how your office is tracking to goal for the month. 
  • The EOD report can be emailed automatically to you at the end of the business day or be sent manually. 

Dashboard

  • Keep a daily pulse on the entire enterprise and how your key production metrics are trending
  • Key financial metrics, such as Production, Collections, and Adjustments are aggregated across all locations.
  • Identify opportunity areas much faster than waiting until the end of the month. 
  • Apply additional filter options to see aggregated metrics for a specific region, brand, or line of business. 
  • Visually compare your locations to each other and to prior year for a quick assessment across key billing metrics.

Deposit Slip

  • Reconcile daily deposit amounts by ensuring what was posted in the PMS actually hit the bank. The Deposit slip is especially helpful if you have to do this daily for more than 1 location. 
  • Find quick access to data such as: How many $ in Care Credit did we collect in 2021? Use the sort by payment type feature to answer questions towards your unique billing queries.