A/R Dashboard FAQs
Answers to the most common questions about the A/R Dashboard feature.
| Question | Answer |
| What is the A/R Dashboard? | The Accounts Receivable (A/R) Dashboard provides interactive aging reports and drill-downs to help practices identify billing issues, prioritize follow-up tasks, and accelerate practice cash flow. |
| How do I access the A/R Dashboard? | System Administrators can access the A/R Dashboard via the:
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| How often is the data refreshed on the A/R Dashboard? | The data that displays on the A/R Dashboard is refreshed near real-time and updates every 5-15 minutes. |
| Why are the values on the A/R Dashboard rounded? | The A/R Dashboard intends to provide a high-level snapshot of outstanding values using rounded figures. To view the actual value, hover over the eye icon where available, or review the Insurance Collections report for more details. |
| Can I export the data from or save a filtered view of the A/R Dashboard? | Not at this time but these features are under consideration for future enhancements of the A/R Dashboard. |
| Why aren't the drill-downs available for the A/R aging buckets and Top outstanding balances when viewing Insights for Patients? | We are currently developing a new Patient Collections report. As soon as this report is released, the drill-downs feature when viewing Insights for Patients will be enabled. |
| I selected a different option under the Show Aging By filter but the A/R over time and Matched A/R trends did not change. Why? | The A/R over time and Matched A/R trends intend to provide a retrospective view of what happened with the practice's charges based strictly on the date of service and do not update with aging filter changes. |
| How is the A/R Dashboard different from the Desktop Application (PM) A/R Aging report? | The key differences are:
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| Who do I contact if I have additional questions? | Contact Customer Care for assistance. |