Home Dashboard

Important: This section of the RCM will be going away over the next several months. Clients implemented after 08/01/2026 will not have access to this dashboard. Existing clients will still have access until it is removed from the RCM. 

This article defines the tiles and calculations in the Home Dashboards section of the RCM. Each tile can be cross-referenced against reports in the Reporting section to determine trends.

User Permissions

Only Managing Organization Admins can access and configure this information. For more information on user profiles and permissions, click here.

Available Filters

The Dashboard has four available filters to generate and refine data.

1. Organization: This filter allows Managing Organizations to review financial data at the organization-level.
2. Practice: Results can be further refined at the practice-level with this filter.
3. View Dashboard: This filter is used to switch between the overall health and the data aggregate for submitting claims.
4. Show Data From: This filter is used as a non-customizable date range.

Tile Definitions

The Home Dashboard has eight different tiles and two graphs to help visualize a holistic view of the overall health of the targeted organization/practice.

Claims Submitted Tile

The Claims Submitted tile helps assess the organization's census health (low, average, or high) and the billing team's efficiency. It shows the total number of 1.1 claim instances submitted during the selected time period.

Related Reports: Claim Submission Report: Run with the Only Original (1.1) Claims filter selected to find the underlying data in the tile.

Active Patients

The Active Patients tile, together with the Claims Submitted tile, helps assess the organization's census health (low, average, or high), facility capacity (full, average, or empty), the performance of admission and treatment teams, and whether teams are meeting internal goals.

This tile will display the total number of unique patients with active, admitted treatment episodes for the selected timeframe.
 

Related Reports: Patient Demographic Report.

Open Claims

The Open Claims tile identifies all claims with an Open state and assesses the billing team's effectiveness—are claims completed, are there enough AR callers for the current workload, and are supervisors closing claims? It also helps identify potential revenue delays from increased denials or appeals and checks if billing processes like coding, rates, and authorizations are correct.

Related Reports: The Claim Status Report; however, it is recommended to research issues using the Records Center or Work Center. 

Payments Received

The Payments Received tile can help identify if an organization's payment posting team is entering payments in a timely and efficient manner, as well as provide insight into the state of the organization's cash flow. 

• This tile will display the dollar value of payments received for the selected date range. This will only include payments received for all organizations and practices the user has permission to access.  
• The calculation for this tile is the total interest and paid amount posted to claims, by post date, in the selected date range.

 

Related Reports: Claim Payments Report

Collection Rate Tile

The Collection Rate tile helps gauge your overall success at collecting from payers.  You can use this information to dive deeper and understand the quality of your payer mix (admitting patients with the right policies), if claims are being submitted with the correct codes and services for payers, and the appropriate rates are used. 

This tile displays a percentage of collected versus billed, and the calculation for this tile is 
< Insurance Paid / Total Expected >.

• Total Expected* = (payer rate** x units)
• Insurance paid = (Paid + Paid to Patient)
• Paid to Patient = Any 100 adjustment
• Dates use Post Date, not deposit date or payment date

Note: If a payer rate (expected rate) does not exist, the Total Charged amount will be used. For more information on configuring payer rates, click here.

Related Reports: Claim Payments Report, Claim Submission Report, and Expected Rates Report.

Clean Claim Rate

The Clean Claim Rate quickly shows how successfully the organization gets claims accepted by the payer on the first attempt. Anything below 100% suggests a need to review billing practices and policies to find issues that could cause payment delays or lower reimbursements. Such issues may include incorrect coding and evolving payer requirements. 

• This tile displays the percentage of claims that pass through clearinghouse edits and are accepted by the payer on initial claim submission (1.1 claims) without any rejections.  
• The calculation is (100 - (total rejected 1.1 claims / total number of 1.1 claims)) for the selected date range. 

Related Reports: Claim Submission Report, Show: Only resubmitted (1.x, 2.x, 3.x) claims. Claim Status Report (By Claim), Add the Claim Issues column.

Open A/R

This tile shows the total open A/R as of today for claims linked to organizations and practices.  The calculation used is (((expected rate x (payer or service rate* x units)) / covered amount) for claims that are open and have a balance greater than zero. 

It offers insights into the effectiveness of A/R collection efforts, helping identify and address potential issues. Key questions include:

• Are these values consistent with historical averages? 
• Which payers, services, and codes have the largest outstanding balances? 
• Should we avoid certain payers or modify coding for specific services? 

Related Reports: A/R Report (Insurance) and Combined A/R Report.

Adjustment Codes By Prefix

The Adjustment Codes by Prefix Tile displays how much of total charges are being adjusted by the group code and which specific adjustments are being made, helping you understand how processing charges are being handled and driving decisions around patient collections, appeals, and potentially admissions.

This tile displays all adjustment code amounts over the selected date range. The calculation is the total amount of adjustments posted in the selected time frame.  This tile uses the Post Date, not the Deposit Date or Payment Date. 

Related Reports: Insurance Adjustment Report.

Frequently Asked Questions

Click below to learn about some frequently asked questions about the dashboards.

• Use the Claim Submission Report and select the option to display only resubmitted claims. Any claim that only has a 1.1 instance and has had no corrections is considered a clean claim. Any claim that has had a 1.2 or 1.3, etc, would not be considered a clean claim. (See the Version column for the instance number.)
• Yes! Refer to this article on reviewing the standard benchmarks you can measure your organization's numbers against to help identify areas of improvement.