The Financial Summary Dashboard provides a breakdown of each day showing gross production, insurance adjustments, net production, adjusted production, collection adjustments, insurance payments, patient payments, total collections, and total attributed to providers. This dashboard updates regularly. Updates may take as little as a few minutes and up to 20 minutes.
Employee Access
Only employees with Financial Reporting permission enabled for their Role can see this dashboard.
Financial Summary Filters
This dashboard is defaulted to Date: This Month, but you can change the Date filter at the top of the dashboard:
Patient Full Name: This allows you to search for a specific patient or a list of patients.
Provider: This filter allows you to filter the report by a specific provider (credited provider).
Appointment Doctor: This filter allows you to filter the report by a specific appointment doctor.
Summary
Click the links below to learn more about these metics:
Date: This date on the report is the date of service.
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Collections vs Collections Attributed by Provider - Why They Are Different
- Collections attributed by provider amounts may differ from the total collected amounts in a given timeframe because wallet payments are not attributable to a provider. Collected amounts include payments made directly to an invoice as well as payments made into the wallet. Collections can only be attributed to a provider when a payment is made directly to an invoice or when a wallet amount is applied to an invoice.
- Collections date = the date that is entered into the ledger as the payment date for a payment made directly to the invoice or a payment made into the wallet
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Collections attributed date = date that is entered as the payment date for a payment made directly to the invoice or transferred from the wallet to an invoice
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Example:
- On August 1st, a patient pays $100 in advance for the upcoming work. This amount is collected into the wallet.
- The total collection amount for August 1st is $100, but the collections attributed to providers is $0.
- On August 15th, the patient treatment is completed by Dr. Gale, the invoice is created, and the $100 is transferred from the wallet to pay for the invoice.
- The total collection amount for August 15th is $0, but the collections attributed to Dr. Gale is $100.
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Example:
Detail View
This view breaks down each section of the report with more details for each patient.
Click the links below to learn more about these metics:
Collection Adjustments
This report lists all collection adjustments.
The date in this report is based on the date that is entered into the ledger as the adjustment date, or it is the date of the appointment if the adjustment is added directly to the appointment invoice. If it is a patient account adjustment, the date entered as the adjustment date is not always equal to the actual day on which the employee recorded the adjustment.
Provider means the Credited Provider, which is the person who was credited for each individual procedure. This is different from the Appointment provider, which is the hygienist or doctor assigned to the appointment.
Appointment Doctor is the Doctor assigned to the appointment.
Insurance Adjustments
This report lists all insurance adjustments.
The date in this report is based on the date of service.
Provider means the Credited Provider, which is the person who was credited for each individual procedure. This is different from the Appointment provider, which is the hygienist or doctor assigned to the appointment.
Appointment Doctor is the Doctor assigned to the appointment.
Insurance Payments
This report lists the insurance payments made, broken down by patient, date of service, appointment doctor, and insurance carrier.
It includes payments from primary insurance, secondary insurance, and beyond.
Patient Payments
This report lists all patient payments made, broken down by patient, the date that was entered into the ledger as the payment date (which can differ from the date of entry), provider, appointment doctor, and payment method.
Provider means the Credited Provider, which is the person who was credited for each individual procedure. This is different from the Appointment provider, which is the hygienist or doctor assigned to the appointment.
Appointment Doctor is the Doctor assigned to the appointment.
Production
The report shows gross production, net production, and adjusted production, broken down by patient and procedure.
Date is the date of service.
Provider means the Credited Provider, which is the person who was credited for each individual procedure. This is different from the Appointment provider, which is the hygienist or doctor assigned to the appointment.
Appointment Doctor is the Doctor assigned to the appointment.
- Gross production = date of service
- Net production = date of service
- Adjusted production = Date the production amount (or adjustment) is recorded in Archy
- This is the date of service for the initial adjusted adjustment amount (which typically matches the original net production)
- Then, if further adjustments are made on the appointment procedures, invoice, or claim, these adjustments are recorded as adjusted production on the date of entry.
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