Reporting and Dashboards

• Reporting Overview
• How to Create Report Templates
• Converting Excel Reports to PDFs

• Billing Agent Activity Report
• Identifying Claims for Write-Off Using Claim Status Report

• Exceptions to the Closing Date Report
• A/R Report (Insurance)
• A/R Waterfall Report

• Claim Submission Report
• Patient Demographics Report
• Daily Census Report
• Unsubmitted Treatments Report

• Claim Payments Report
• Insurance Adjustments Report
• Claim Billing Report
• Client Share Report
• Claim Status Report (By Service Date)
• Claim Status Report (By Claim)

• U/R Report

• Billed Rates Report

• Combined A/R Summary
• Combined A/R Detail
• Patient Billable Report
• Patient Payments Report
• Daily Transaction Report for Patient Payments
• Patient Collections Report

See all 8 articles

• Home Dashboard - Tile Definition
• Claim Submission Dashboard - Tile Definitions
• How to Improve Clean Claim Rate
• Organization Dashboard