Path: Main Menu > Practice Management Menu > Billing Reports > Accounts Receivable

About

The Accounts Receivable dashboard displays detailed views of your Agency's account receivables (A/R). The dashboard contains multiple widgets that allow you to drill down your data even further:

• A/R History: Shows a graphical representation of A/R over time. Hover over the graphs to see values.
• Total A/R: Shows how much of your total A/R is in the 31-60, 61-90, 91-120, and Over 120 buckets.
• Insurance A/R: Shows how much of your insurance A/R is in the 31-60, 61-90, 91-120, and Over 120 buckets. 
• Patient A/R: Shows how much of your patient A/R is in the 31-60, 61-90, 91-120, and Over 120 buckets.

Run the Accounts Receivable Dashboard

1. Navigate to the Accounts Receivable dashboard: Main Menu > Practice Management Menu > Billing Reports > Accounts Receivable
2. Set your dashboard parameters:

1. Click the Dashboard Parameters icon in the upper right-hand corner of the dashboard.
2. Select a Start Date and End date from the respective calendars or enter a date range directly into the fields.
3. Click the Submit button.

1. (Optional) Select a Filter drop-down to filter the report further. For each drop-down, multiple options can be selected.

• Providers: Defaults to All
• Program: Defaults to All
• CPT Code: Defaults to All 
• Locations: Defaults to All

1. (Optional) Drill down data:

• Total A/R: Hover over the bar graphs to see more information, and click on a bar graph to drill down to see Sent Status, Program, Payer, and Provider. The data is displayed in Grid 1 below the Total A/R section.

• Insurance A/R: Hover over the bar graphs to see more information, and click on a bar graph to drill down to see by Payer and Provider.
• Patient A/R: Hover over the bar graphs to see more information, and click on the bar graph to drill down to see by Client.

Export the Data

You can export your report data from the top of the dashboard or under an individual tab of the dashboard.

1. Click the Export To button in the top right-hand corner of the dashboard or in the top right-hand corner of a specific widget of the dashboard. The Export To options are displayed.

1. Click to either export as a PDF, Image, or Excel file.
2. Depending on the option selected another window is displayed where you can change the File Name and select or deselect any other exporting options.

Example of Export To Excel:

1. Click the Export button. The report can be found in your Downloads folder, from which you can save it to your workstation or network.