The Sales dashboard displays a summary of all open and outstanding invoices in your account.
Click Account and select Sales.
You will be brought to the Sales dashboard. There are four 'Doughnut' style graphs on the dashboard that reflect your Total Outstanding, 0-30 Days Past Due, 30-60 Days Past Due, and 60+ Days Past Due invoices. Similar to the Claiming dashboard, the graphs are colour coded to represent type of Payer on the invoices (e.g. Blue represents Medicare).
You can filter the list of invoices by payer, by clicking on the corresponding colour on the doughnut graph. For example, if you want view open invoices where the payer is a patient, click the Amber section of the doughnut.
To restore the list of invoices to display all open invoices, click the $ value in the middle of the doughnut.
To search for an outstanding invoice, click the Search box and type in a Keyword from the Name (first, last, or full), Invoice No., Payer or Provider. Press Enter and the system will display a list of the closest matches.
You will notice that there are three functions: New Invoice, Receive Payment, and Provide Quote. These are accessible regardless of the graph you have clicked.
To create a new invoice, click New Invoice. You will have two options: New Invoice and New Multiple Patient Invoice.
If you select New Invoice, follow the same steps as detailed in the Patient Billing article/s.
If you select New Multiple Patient Invoice, you will be given the following screen. Click on the Patient field.
To fill out a multiple patient invoice successfully, you must ensure you put in at least two patients in the selected patients popup. Click Save when finished.
To receive a payment, click Receive Payment.
Complete the form with all the required details, and then click Payment.
To filter the sales activity list, click Filter to reveal a drop-down list of filter options.
Click to select one or more filters under Invoice Status, Quote Status, or Provider, or one of the predefined historical date ranges at the bottom of the filter. When a filter is selected, it will have a Tick next to the name. Click the selection again to un-tick and remove the filter.
Sales Activity is sorted by newest to oldest by default. At any time, you can close the sidebar by clicking the X at the top of the ledger.
To search the ledger for an invoice or quote, click the Search Box, and type in a Keyword from the Name (first, last, or full), Invoice No., Payer, or Provider. Press Enter to confirm the search.
To filter the sales activity ledger by a fixed date range, click Filter to reveal a drop-down list. Similar to the Filter in the Sales dashboard, you are given many options to filter the view (Invoice Status, Quote Status). The difference here is that it lists Providers instead of different time ranges.
You've completed another MediRecords Tutorial. You should now be able to navigate the Sales dashboard.
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