Charges Dashboard

The Charges Dashboard displays the following reports for the accounting period you selected when you entered the year/month: :

  • Payments by payer policy

  • Payments by payer for commercial payer policy

  • Take backs by payer policy

  • Payments by payer for Medicaid Managed Care payer policy

  • Refunds by payer policy

  • Payments by payer for Medicare Replacement payer policy

On the top right, select the accounting period year/month from the date selector.

Customer Name:

  • Non Multi-company Management users: Your company name will be the only name displaying under Customer Name. No selection is necessary.

  • Multi-company Management users: By default, the dashboard displays data for all your Multi-company Management customers. To show data for only one or more customers, check the box next to the customer's name.

The following is an example of the Charges Dashboard.