Billing Dashboard

Required Role: Owner, Manager, Front Office, Biller, or therapist (with financial role)

The Billing dashboard gives you a high-level overview and tools related to the common tasks required for billing, insurance, and claims.

Dashboard Overview

To access, click attach_money Billing (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 three buttons explained below:

1.

Walks you through our batch statement creation wizard
Generate statements based on certain customizable criteria
Article: Creating Batch Statements
Related: Creating individual Superbills, Flex Spending Statements

2.

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

3.

To take a payment (searchable by client name[s] or provider name
We also support multiple client or provider entries in the search fields

Note: The top left button opens as a dropdown menu, with the options shown below:

Options:

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:

On the Left:

Lists the active filters you're using. Click on any filter like this to show all filters to the right

On the right:

filter_alt Filters shows all filters on the right
will open that report the Income Journal with the same filters entered here
allows you to download the data either as a CSV (spreadsheet) or PDF (document)
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 ←

Claim Actions

Any appointments missing primary claims in the past week
Claims with scrub problems to review
Submit claims electronically (passed scrub check)
Printing primary/secondary and simple list claims
Review aging claims based off your settings threshold

Claims Pipeline

Submitted claims list
Rejected claims (by either payer or clearinghouse)
View all claims

Overview:

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
- Policies requiring review

Statements

Shows an audit of statements that have been generated in the past 30 days, article here