The Accounts Receivable dashboard displays receivables by funding source and payor mix by outstanding dollar amount. Track collection issues by tracking paid amounts and auditing month over month billing versus payment trends, to improve your financial performance. This dashboard displays:
- Client charges by location: a sum of all client charges over the last year broken out percentage per location.
- Total charges: a sum of all client charges over the last year.
- AR aging: a sum of all current outstanding Accounts Receivable broken out into percentage by aging bucket.
- A sum of all current Accounts Receivable broken out into aging buckets and sorted by payor in descending order.
- Client charges by payor: a financial sum of all client charges over the last year broken down by payor.
- Client charges by month: a financial sum of all client charges over the last year broken down by month.
This dashboard contains the following filters:
- Filter by Payor
- Filter by Date Range
Click on the following features to run and export reports:
- Charges by Client Location
- AR Aging
- Client Charges by Payor
- Outstanding AR Breakdown
Click here to learn how to access the Accounts Receivable dashboard.