Billing Dashboard

Billing Dashboard

This dashboard provides a quick view of your account information in the new Billing module. Use it to guide your billing tasks. 

1. Navigate to the Billing Dashboard (Billing > Dashboard).

 Here you can view the tiles for the number of total visits, visits with exceptions, and overdue claims. You also have quick access to the total claims tile, total claim responses tile, unbilled visits and rejected claims tiles. 

The areas on the dashboard are known as tiles.

 Some of these tiles are informational only and others provide helpful links to access those areas. 

2. The total visits tile is here for your information. It displays the total number of visits that have occurred in the period you searched for.

3. When you select the Total claims tile, you will see all the claims in the period you have searched for, and the dollar value of those claims.  

4. The Total Claim Responses tile displays any messages pertaining to submitted claims.

5. The Reports tile links you to available billing reports.  

6. The Visits with Billing Exceptions informational tile displays the number of visits requiring resolution    before they can be processed for billing. 

7. Unbilled Visits displays the total number of visits yet to be billed. The Unbilled Visits tile is a great place to start your billing process. This will take you to the Visits screen.

8. Use this tile for Rejected Claims to promptly address any issues. It links to the claims screen, displaying claims in the 'to-review' status.

9. The Overdue Claims tile shows the total number of claims along with their dollar value. These claims have not had a response in 30 days or more of the date range you have searched for. 

10. Last on the billing dashboard is the Upload X12 File Button. If you receive a message back from claims processing, it might be an X12 file. You can upload the file here and create an invoice or batch here.