The Adjustment Dashboard provides detailed information on all insurance and collection adjustments. This dashboard updates regularly. Updates may take anywhere from a few minutes to up to 20 minutes.
Employee Access
Only employees with Financial Reporting permission enabled for their Role can see this dashboard.
Adjustments Dashboard Filters
This dashboard is defaulted to Date: This Month, but you can change the Date filter at the top of the dashboard:
There are also other dashboard filters you can apply:
- To filter by specific insurance carrier(s), use the Claim Insurance Carrier filter at the top of the dashboard.
- To filter by adjustment name(s), use the Adjustment Name filter at the top of the dashboard.
Summary
This tab on the Adjustments Dashboard provides a high-level overview of your adjustments for the selected time period.
Click the links below to learn more about these metics:
Adjustments Over Time: This graph shows all the insurance and collection adjustment totals for the selected time frame. The scale can be changed to show by day, week, month, etc., by clicking on the x-axis "Date" title.
Insurance Adjustments
This tab provides a high-level overview of all the insurance adjustments for the selected time period.
Click the links below to learn more about these metics:
Average Insurance Adjustment Per Day
Average Insurance Adjustment Per Appointment
Average Insurance Adjustment Per Patient
Adjustments by Carrier: This graph shows the breakdown of insurance adjustments by each insurance carrier for the selected time period. The scale can be filtered by clicking on the x-axis "Total Adjustment Amount" title.
Insurance Adjustments: This report breaks down each insurance adjustment by the patient and insurance carrier.
Note: If Claim Insurance Carrier is blank (-), this means the patient does not have insurance on record, but the adjustment amount may not be $0 if an employee has edited the negotiated rate or the patient responsibility on an individual procedure on that patient’s appointment for the given date of service.
Click the link below to learn more about these metics:
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Estimated Adjustment Status
- For insurance adjustments, this indicates that the claim is still outstanding, and this amount is the estimated amount the office expects the insurance adjustment (write-off) to be.
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Collected Adjustment Status
- For insurance adjustments, this indicates that the claim is completed, and this amount is the actual amount of the insurance adjustment (write-off).
Collections Adjustments
This tab provides a high-level overview of all the collection adjustments in the selected time period.
Click the links below to learn more about these metics:
Total Collection Adjustments (Discounts)
Total Collections Adjustments (Additional Charges)
Average Collection Adjustment Per Day
Average Collection Adjustment Per Appointment
Average Collection Adjustment Per Patient
Average Collection Adjustment Per Provider
Collections Adjustments by Name: This chart shows the breakdown of collection adjustments by adjustment name applied for the selected time period. The scale can be filtered by clicking on the x-axis "Total Adjustment Amount" title.
Collection Adjustments by Patient: This report shows the breakdown of collection adjustments by patient and adjustment name applied for the selected time period.
Provider Details
This tab is the overview of each insurance and collection adjustment per patient and credited provider.
The Provider on this report is the Credited Provider.
Note: Adjustment Type in this report means either an Insurance Adjustment or the name of the Collection Adjustment (for example, Courtesy Discount, Friends & Family, etc.)
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