Posted collection rate by service month
Same payer, location and claim age each month.
Executive dashboard · Fictional practice
Payer collections at day 90
Compare the payer payments the practice expected with the amounts entered in its books. Review bank deposits, unresolved balances and follow-up responsibilities.
July 2026 · Medicare · All locations · Each service measured after 90 days
Posted collection rate88.0%8.0 percentage points below June
Expected payer cash$200,000Patient responsibility excluded
Banked, awaiting posting$14,000Matched to deposits
Still open$10,000Payer follow-up and review
Expected payer payments by status
Every expected dollar falls into one category.
Preview matched deposits in the books
See what the ledger would show after staff enter the identified deposits. The amount received in the bank stays the same.
Location comparison
Select a location to inspect its balances and owners.
| Location | Expected | Posted | Posted rate | Prior change | Still open |
|---|
Follow-up responsibilities
Definitions, sources and limits
Each row is a fictional service-month, payer and location. Each claim is observed 90 days after service. Expected payer cash is the collectible payer portion after applicable adjustments and patient responsibility. Posted rate equals total posted payer payments divided by total expected payer dollars. Rates across locations are weighted by dollars.
Collected and posted, deposited but unposted, payer follow-up, and remittance review are mutually exclusive in this example. Banked cash includes the first two categories. A difference alone cannot establish that a fee schedule changed, a payer underpaid, or money is recoverable. The example uses no real beneficiary or client records.
CMS explains how remittance advice identifies payment amounts, adjustments and financial responsibility. Read the CMS guidance.
Operating dashboards
Finance, capacity and referrals
Explore the monthly operating data for this fictional practice. These calendar-period measures use different definitions from the day-90 payer cohorts above.
Billing and collections
October 2026 · All locations
Amount billed$318,600
Cash collected$265,800
| Location | Amount billed | Cash collected |
|---|---|---|
| Cedar | $92,200 | $79,700 |
| Lake | $106,200 | $88,600 |
| Park | $120,200 | $97,500 |
Cash received this month may pay bills from earlier months. These figures show monthly billing and cash receipts.
Source, definition, and checks
Fictional billing and collections data. Each row covers one location in one month. Monthly totals match the source file.
Duplicate keys, missing rows, stale data, and reference differences reject a batch before the reporting snapshot changes.
Fictional batch 9dc6b9bbfb · Source dated November 4, 2026 · Same sample for every visitor.
From an example to your own reporting
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