What it shows
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 counts accounts that still have a balance, in four category rows:
- 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 a category name in the AR Summary grid to open the AR page filtered to that category. Only the category name is a link; clicking elsewhere in the row does nothing. The dashboard tells you where the work is; the AR page lets you take action on individual accounts.