With Dental Intelligence's Accounts Receivable dashboard, you can identify areas of growth and opportunity for individual or multiple practice locations.
Navigating the Accounts Receivable Dashboard
In the lefthand menu, click on the Dashboards dropdown, then click on Accounts Receivable
Using the dropdown menus, you can group the list of practices by Region or Location as well as filtering AR aging statistics by Locations and/or AR Age
Select the arrow to the left of the practice name to view patient and insurance portions
Click on the age range buttons to reflect that date range on the graph
To see a further breakdown of trends, click on the report icon
Accounts Receivable Data Validation
To validate this data within Dental Intelligence, take note of the Insurance and Patient portions that appear in the Accounts Receivable dashboard, then access the practice's Collections Board and AR Aging source details. These numbers will match to provide clarity to the DSO location and provide the list of patients with existing balances.
In the Accounts Receivable dashboard, take note of Insurance and Patient portions
Access the Collections Board for the applicable practice location
Click the magnifying glass to view the source details and validate balances