What it shows

The AR Summary grid on the dashboard with rows for Due Today, Unworked, 120+ Unpaid, and Assigned to Me.

AR (accounts receivable) tracks what insurance companies and patients still owe on your claims. The AR Summary grid on the dashboard gives you a quick view of your work queue without leaving the main page.

Reading the grid

The grid has four category rows, each with a count:

  • Due Today — accounts with a follow-up due today.
  • Unworked — accounts that nobody has touched yet.
  • 120+ Unpaid — accounts that are more than 120 days old and still unpaid. These are at risk of becoming uncollectible.
  • Assigned to Me — accounts assigned to you.

Taking action

Click any row in the AR Summary grid to open the AR page filtered to that category. The dashboard tells you where the work is; the AR page lets you take action on individual accounts.