Financial Dashboard

Insights into your RCM

The Financial Dashboard within the BI DASHBOARDS section provides a high-level view of your agency’s accounts receivable and revenue trends. It is designed to help billing administrators and owners track outstanding payments, monitor payer performance, and compare projected earnings against actual collections.

1. High-Level Summary Card (KPI)

Located prominently at the top of the Financial dashboard, this card provides an immediate snapshot of your agency's outstanding billing:

• Total Receivable ($679.68): The cumulative amount of all services that have been billed but not yet paid.

  • Use Case: Cash Flow Monitoring. This single number tells leadership exactly how much money is "on the table," helping to estimate upcoming liquid assets.

2. Accounts Receivable Breakdowns (Pie Charts)

These visualizations categorize your Total Receivable ($679.68) across four critical financial dimensions to identify where money is held up:

• Total Receivable By Account Code: Breaks down the debt by the type of service or internal code (e.g., SERVICE PROVIDED: 100%).

  • Use Case: Identifying which specific service lines are contributing most to your outstanding balance.

• Total Receivable By Prior Auth Status: Shows how much of the receivable is linked to services with or without prior authorization (Current view shows $0 or 0%).

  • Use Case: Denial Prevention. If a large portion of receivables is tied to "No Prior Auth," it alerts the billing team to a potential breakdown in the authorization workflow.

• Total Receivable By Payment Status: Visualizes the aging or stage of the payment (e.g., Pending, Denied, Partially Paid).

  • Use Case: Collections Priority. Focuses the billing team’s efforts on "Denied" claims or those that have been "Pending" for an unusual amount of time.

• Total Receivable By Payment Source: Categorizes receivables by the payer (e.g., NJMMIS: 100%).

  • Use Case: Payer Performance. If one payer (like a specific MCO or state program) consistently represents the majority of your receivables, it may indicate a need to investigate their specific portal or clearinghouse requirements.

3. Revenue Trend Analysis (Line/Bar Graph)

The Revenue graph at the bottom of the page tracks two critical financial paths over a rolling 12-month period (e.g., April 2025 to March 2026):

• Expected Revenue (Blue Line): The total value of services provided and logged in the system.

• Realized Revenue (Green Line): The actual cash received and posted for those services.

• Use Case: Revenue Gap Analysis. In a healthy agency, the green line should closely follow the blue line with a slight delay. A widening gap between "Expected" and "Realized" revenue signals a problem in the billing cycle or a high rate of claim denials that needs immediate attention.

Summary of Potential Use Cases

Category	Practical Application
Budgeting	Using "Expected Revenue" trends to forecast future hiring and operational expansion.
Audit Preparedness	Using "Total Receivable by Payment Source" to provide snapshots of state-specific (e.g., NJMMIS) funding statuses during audits.
Operational Efficiency	Identifying bottlenecks in the "Prior Auth" workflow by monitoring the "Prior Auth Status" chart.
Financial Health	Monitoring the "Total Receivable" KPI daily to ensure the agency stays within a healthy debt-to-income ratio.