Billing & Insurance Dashboard
The billing and insurance dashboard gives you a high-level overview and tools related to the common tasks required for billing, insurance, and claims.
Dashboard Overview
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:
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
Video:
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, numbered below:
1. On the Left:
- Lists the active filters you're using. Click on any filter to show all filters to the right
2. On the right:
- 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 ←
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Problem ERAs
Claim Actions
Claims Pipeline
Clearinghouse Updates
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On the right →
Balances & Credits Due
Insurance Policy Problems
Statements
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