Billing & Insurance Dashboard

The Billing & Insurance Dashboard (found under the left menu Billing & Insurance) is available to those with a role of owner, manager, front office: biller, or therapist who has been given the permission to view the financial information for their own clients.

It gives a high-level overview of most of the common tasks required for billing, insurance, and claims as well as access to those related functions within the system.

Dashboard Overview

To access, click Billing & Insurance (left menu)

Here's an overview of the screen, below we go into detail about the different features:

Top Menu

At the top right of the screen, you'll find a few actions explained below:

⚠️ The top-right three blue buttons allow you to perform the following:



  • To manually add an EOB (searchable by insurance company or client name)
  • Article: Entering an EOB (pick up on step 5)


  • To take a payment (searchable by client name[s] or provider name, we support multiple client or provider entries in the search fields)

⚠️ You also have as a dropdown menu to the left of the blue buttons.


  • Find Charges
    • Filter by date, therapist, clients, insurance, CPT codes
  • Find Client Payments and Refunds
    • Filter by date, therapist, client, payment/refund type, and check/reference #
  • Find Insurance Payments (ERA/EOB)
    • Filter by payment date, insurance, payer name, payment type, or check #
  • Find Claims
    • Filter by date of service, insurance company, therapist, client, submission date, claim status, & claim ID
  • Find Statements
    • Filter by statement generation date, therapist, client, or statement type

Additionally, these reports can be sorted further by clicking any of the top column names (↑ and ↓ either alphabetically or numerically). Once applied, you will see an up or down arrow beside the column name.

Each of these reports follows a similar visual structure:

A breakdown of the options at the top and what they do:

  1. Lists the active filters you're using. Click on any of them to reveal the editable filters to the right
  2. On the right side:
    • Similar to above, click the button to reveal editable filters to the right
    • will open that report with the same filters entered here
    • The button allows you to download the data either as a CSV or PDF
    • In the Insurance Payments report, there's an addtional button which also allows you to either view in income journal (same filters used), or enter an EOB

Dashboard Sections

The overall lower dashboard sections are as follows:

On the left ←

  • Problem ERAs - Any ERAs that have been received back with problems will be listed
  • Claim Actions - anything "ready to go" with claims like submitting or printing. Includes aging claims (for more information about aging claims click here)
  • Claims Pipeline - View submitted claims and rejected claims (attention needed)
  • Clearinghouse Updates - Any updates we've received electronically from our claims processor about your claims

On the right →

  • Balances & Credits Due - Any accounts with balances as well as credits due (note: these can be client and insurance balances/credits)
  • Insurance Policy Problems - Anything related to upcoming potential issues with Insurances, such as expiring policies, pre-cert expiration, visit limits, missing benefit confirmations, or policies requiring review
  • Statements - Shows an audit of statements that have been generated in the past 30 days

Dashboard Overview

Here's an overview of the Dashboard Screen which includes the elements listed above: