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.

Top Menu

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

โš ๏ธ The top-right three blue buttons allow you to perform the following:



  • To manually add an EOB (searchable by insurance company or client name)


  • To take a payment (searchable by client name or provider name)

โš ๏ธ You also have  as a dropdown menu to the left of the blue buttons, allowing you to:
  • Find Charges
    • Filter by date, therapist, clients, insurance, CPT codes
    • Sort by balance and other columns included
  • 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, and claim ID
  • Find Statements
    • Filter by statement generation date, therapist, client, or statement type

Dashboard Sections

The overall lower dashboard sections are as follows:

On the left โ†

  • 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 โ†’

  • 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: