Payments and Collections Dashboard

The Payments and Collections 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 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 Payments and Collections Dashboard.