Billing dashboards
Outcome
You can read every billing-relevant dashboard widget, drill from any chart into the supporting list, and use the dashboards to drive your day instead of poking at the worklist randomly.
Prerequisites
| Scope | What it lets you do |
|---|---|
reports.read.financial | AR, DAR, revenue widgets |
reports.read.operational | Denial trend, auto-correction, timely-filing |
reports.read.clinical-auth | Auth utilization, EVV exceptions (where applicable) |
The right view scope (Billing view, by default for billing roles).
The widget set
Top KPIs
| KPI | Computed |
|---|---|
| Total AR | Sum of open claim balances. |
| Days in AR | Total AR ÷ avg daily charges. |
| Denial rate | Denied $ ÷ submitted $ over rolling window. |
| Auto-correction success rate | SUCCESS ÷ total attempts. |
The top row updates on a 60-second cadence; click any tile to drill into its source.
Revenue
| Widget | Use |
|---|---|
| Revenue by facility/month | Bar chart; drill to claim list. |
| Posted vs expected | Spot variances at the macro level. |
| Patient AR vs payer AR | Mix shifts that affect collections strategy. |
Denials
| Widget | Use |
|---|---|
| Denial trend monthly | Are we trending up or down? |
| Top denial CARCs | Where the volume lives. |
| Denial rate by payer | Pattern catcher. |
| Auto-correction success by handler | Which handlers are pulling weight. |
Timely-filing alerts
The bucket widget from 6.3. Click any bucket → filtered timely-filing watch.
AR aging
The chart from 6.1. Bars by bucket with click- through.
Auth utilization
For programs with auth, the widget surfaces auths > 80% utilized with the period not yet over — click to see the auth, attach charges to a different auth, or request an amendment.
Claim status funnel
Numbers + drop-off rate per step. A high drop-off between Accepted and Adjudicated → payer slow; a high drop-off between Adjudicated and Paid → high denial rate.
Variance trends
Aggregates the Adjustments & variances tags from receivables. Where contract drift is happening, where payer errors cluster.
Drill-through
Every chart clicks through to the underlying list with the right filter pre-applied. The convention:
- Bar / segment → list filtered to that bar.
- Time series → list filtered to that bucket's time range.
- Tile (KPI) → the relevant page (AR list, denials, etc.).
Reading the day, in order
Suggested reading order in the morning:
Top KPIs. Note any tile pulsing red.
Timely-filing alerts. Anything at < 7 days remaining is today's work.
Denial trend. Up or down vs. last month?
Auto-correction success rate. If down, ask why.
AR aging. Concentration in 91+? Triage.
Auth utilization. Anyone > 80%?
The day-1 chapters in section 1 walk through this as a hands-on flow.
Validation
| Check | Expected |
|---|---|
| Tiles refresh on cadence | Yes (default 60s). |
| Drill-through honors view scope | Yes; you stay in your view. |
| Tile values agree with underlying lists | Yes; if not, list filters were tweaked. |
| Empty widgets show a friendly empty state | Yes; not "Error". |
Troubleshooting
| Symptom | Cause | Fix |
|---|---|---|
| Widget says "no data" | Filter excludes everything | Check the dashboard's view filter. |
| Numbers disagree with worklist | Different time window | Confirm rolling-window length. |
| Drill-through opens an empty list | Filter is too narrow | Widen the date range. |
| KPI tile is grey | Scope missing | Ask admin for the right scope. |
Where to next
- 8.2 — Custom views — make it yours.
- 8.3 — Scheduled email — automate the morning.