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Bill Status Dashboard

The Bill Status Dashboard summarizes Bills by Bill Status for Rendering Providers and Billing Providers.

Think of the Bill Status Dashboard as the view from a hot air balloon soaring above your billing. From up here, it’s an easy to spot workflow bottlenecks and places for improvement.

Here’s how it works.

Step 1. On the Navigation Bar, click ‘Reporting’

Only users with the Role of Reporter or Organization Admin have this button.

Step 2. Click the ‘Bill Status Dashboard’ card

Step 3. Optional: Filter by Billing Provider or Rendering Provider

Step 4. Click ‘Run Report’

Step 5. View detail by clicking on a bill status number

Step 6. To download report click ‘Download CSV’

CSV is a universal spreadsheet format that can be opened using any spreadsheet program.

That’s all you need!

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