Billing Dashboard

Overview

The Billing Dashboard provides a centralized overview of your clinic's billing and insurance performance. It helps clinic owners, office administrators, and billing staff monitor claims, payments, billing 

What Information Does the Billing Dashboard Show?

1. Claims

The Claims section provides an overview of your clinic's claim activity.

Use this section to:

• Monitor claim activity.

• Review billing performance.

• Identify claims that may require additional attention.

2. Payments

The Payments section provides an overview of payment activity.

Use this section to:

• Monitor payments received.

• Review payment trends.

• Support financial tracking and reconciliation.

3. Activity

The Activity section provides an overview of billing-related activity within the clinic.

Use this section to:

• Review billing activity.

• Monitor changes and trends.

• Support routine billing oversight.

4. Top Paying Insurances

This section highlights insurance payers with the highest payment amounts.

Use this section to:

• Identify which insurance companies contribute the most in payments.

• Compare payer performance.

• Understand which payers have the greatest financial impact on your clinic.

5. Lowest Paying Insurances

This section highlights insurance payers with the lowest payment amounts.

Use this section to:

• Identify payers with lower payment totals.

• Determine whether additional billing analysis may be needed.

• Review payer performance alongside claim volume and service mix.

Note: A low payment total does not necessarily mean an insurance company reimburses at a lower rate. Payment totals can also depend on the number of claims, visits, and services billed.

6. Top Paying CPT Codes

This section highlights CPT codes associated with the highest payment amounts.

Use this section to:

• Identify which billed services generate the highest total payments.

• Review payment trends by procedure code.

• Better understand the financial contribution of different services.

How to Access the Billing Dashboard

1. Log in to your HelloNote account.

2. Navigate to the Billing section.

3. Select Dashboard.

4. Review the available claims, payments, activity, insurance, and CPT-code information.

5. Use the displayed information to identify trends or areas that may require further investigation.