Viewing Billing Overview

1. Navigate to Billing Overview

• Go to the left sidebar and click on Billing > Overview.

2. Understand the Billing Overview Table

The Billing Overview page provides a high-level summary of billing data broken down by payer. It includes the following columns:

• Payer – The name of the funding source or insurance provider.

• Billable Total – The total dollar amount that has been marked as billable.

• Pending Claims – The total amount currently in claim submission status.

• Open Receivables – The remaining balance that is expected to be collected.

At the top-right corner of the table, you'll see aggregated totals for:

• Total Billable

• Total Pending

• Total Open Receivables

3. Toggle Allowed Amounts

Use the Show allowed amounts toggle at the top-left of the table to switch between actual billed values and allowed amounts.

• When the toggle is OFF, you see totals based on the full billable values.

• When the toggle is ON, values are calculated based on payer-specific allowed amounts.

This view helps billing teams get a quick, actionable snapshot of the clinic’s outstanding balances and claim statuses across all payers.