Billing and Financial

Dashboard

• The Dashboard Module is a great module for billing and financial teams to use as a weekly action planning and forecasting tool. 
• Key financial metrics, such as Production, Collections, and Adjustments are aggregated across all locations so you know at a glance if your organization is trending up or down compared to last year for any date range. 
• This module allows you to identify opportunity areas much faster than waiting until the end of the month. You can also use the Vs. Goal filter to see how your organization is performing compared to goal. 
• There are additional filter options to see aggregated metrics for a specific region, brand, or line of business. 
• The Financials graph allows you to visually compare your locations to each other and to prior year for a quick assessment across key billing metrics.

RCM

• Improve collections efficiency with oversight of outstanding Claims, Adjustments, and Time of Service collections compliance
• Claims Submissions tells a story about the outstanding claims for a location by showing how long a claim has been open and how many days it took from charge entry to claim creation. 
• Review your team’s patient collection performance in Point of Service Collection view
• Gain visibility into the types and dollar amounts of the adjustments that are being applied in the office.
• Use this module view to audit your locations and make sure all adjustments are properly accounted for. Also, check if the correct fee schedules are being applied.

Financials 

• The Financials module provides practice-level financial trends as well as the ability to compare key financial metrics across all locations. 
• Use the filter options to see production, collections, and adjustments for a particular provider, procedure code or line of business. 
• In the Scorecard view, you can see Production and Collection information by count and total $ value, that can be filtered by entity and individual providers. 
• Use the interactive donut graphs to obtain exact value amounts for each contributor then scroll down to view line item detailed information on a provider level.

Front Office > Collections

• Easily view patient balances broken down into 30/60/90 day aging buckets as well as CoPay Collections and Adjustments and Collections that occur in the individual office locations. 
• Find your collections for the date range selected and how you are doing compared to your collections goal. 
• Use the table format to drill down into specific data view for each metric.
• Target outstanding patient balances and the largest adjustment amounts applied to a patient account during the selected date range. 
• This is also a great tool to use when auditing the types and frequencies of adjustments made within the practice or to identify the need to update fee schedules based on the amount of adjustments made to an account.