[HIDDEN] Collection Summary Dashboard

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Description

Collections data aims to look at longer-term trends, with factors such as insurance receivables and other payment cycles commonly taking longer periods to resolve. The Collection Summary Playbook dashboard helps you identify these trends and spot opportunities to close out collection issues. This dashboard also highlights collection by provider and provider type, helping you track longer term trends.

How can I apply this information to my practice?

Overall, this dashboard helps show the practice what the expected collections are and aids in inciting conversations with providers.

With this dashboard you can select a filterable time period to view your production versus your collections on a month by month basis, as well allowing a filter for providers to provide a more efficient target for your collective efforts.

What are the different views and how are they calculated?

The Collection Summary dashboard is made up of three views:


Note

The data displayed in this dashboard can be filtered by time period, provider type, provider, and clinic. When filtering by clinic, the dashboard will display the selected clinic(s) that received the collection(s). For more information about how to use filters in dashboards, refer to the quick guide, Using the Filter, Expand, and Zoom Features in Dashboards.

Steps

What are the different views and how are they calculated?


Production vs. collection

The Production vs. collection view compares the categories: Collection Amount and Production Amount.

This view shows month-wise production and collection amounts for the last 6 months by default. Use the filters to adjust the time period, provider, and provider type.


How is the dashboard data calculated?
Want to examine procedure data further? Learn how to use Reports to calculate this data and explore more here.

Collection by individual provider

This view shows month-wise collection amounts by individual provider for the last 6 months by default (filters are available for time period, provider and provider type).


How is the dashboard data calculated?
Want to examine procedure data further? Learn how to use Reports to calculate this data and explore more here.

Collection by provider type

This view shows total production and collection amounts by provider type for the last 6 months by default (filter is available for time period). The categories are: Collection Amount and Production Amount.


How is the dashboard data calculated?
Want to examine procedure data further? Learn how to use Reports to calculate this data and explore more here.

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