The DASHBOARD screen is found under BILLING>DASHBOARD.

DASHBOARD

Once the DASHBOARD menu option is selected, there may be a message regarding the Loading of the CURRENT AR, if not yet calculated for the day.

Once the Receivables have been calculated, the user would select the desired criteria such as the Months Back (number of months to compare), Ledgers, Aged By, Include Credits, etc. Once the criteria had been chosen, select GO.

The screen will display as seen below.

The DASHBOARD displays a lot of information users can see at a glance.

• Percent of days in Receivables over 90 days or 120 days, depending on the option chosen.
• Current Unbilled A/R. Keeping in mind, this is ALL A/R not yet billed, whether or not the billing frequency or billing criteria has been met.
• Follow Up Analysis
• Current AR Summary. This is the BILLED A/R.
• A/R History showing the change from month to month. The number of months are dependent on the MONTHS BACK chosen.
• Users also have the option to include or exclude Credit Balance A/R. User can also ONLY show Credit Balance A/R.  This may come in handy once the user reviews the CURRENT DETAIL or HISTORY DETAIL.  See Below.

HISTORY

In order to review the UNBILLED Accounts Receivables and the age of those accounts, select the HISTORY option.

The number of months displayed in the A/R History Detail screen is dependent on the number entered in the MONTHS BACK field.

The user has several DISPLAY options as seen below to help analyze the Unbilled A/R.

FOLLOW UP ANALYSIS

The FollowUp Analysis figures consist of claims (not accounts) billed to insurance companies, as well as private pay.  This also includes credit balances claims.

DETAIL

Once in the DETAIL of the FOLLOW UP ANALYSIS screen, the default information will display TOTAL accounts BY ASR (Account Service Rep) Name, or the last ASR assigned to the claim from the Follow Up program.  

Users can drill down by numbers of days since the account was last worked.

The other BY option is STATUS CODE.  Users can drill down by number of days here as well.

CURRENT DETAIL

In order to review the CURRENT DETAIL, select the CURRENT DETAIL button.

The default display is by BALANCE DUE and PAYOR.  The CURRENT AR DETAIL is dependent on the options chosen from the front screen including Ledger and to include or exclude the credits. 

Other DISPLAY options are shown to the right

Other BY options are shown below. 

Any combination can be selected to analysis the Current Accounts Receivable.

HISTORY DETAIL

In order to review the HISTORY DETAIL, select the HISTORY DETAIL button.

The default is by BALANCE DUE, but the other DISPLAY options can also be selected to analyze the HISTORY of the A/R.

The numbers of months displayed is determined by the number selected on the from screen.