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Billing Dashboard


The Billing Dashboard in Axxess Palliative Care enables users to track critical billing data in real time, so organizations can identify and address any issues that could compromise billing processes. This feature helps organizations optimize cash flow, protect revenue, and operate effectively based on data-driven billing insights.


To access the Billing Dashboard, users must have permission to view billing and financial reports.

Billing/Financial Report Permissions


To give a user permission to view billing and financial reports, edit the user’s profile and navigate to the Permissions tab. In the Reports section, select View next to the Billing and Financial Reports permission. Click Save to complete the process.


People tab ➜ People Center ➜ Edit ➜ Permissions tab ➜ Reports ➜ Billing and Financial Reports ➜ View ➜ Save


View the Billing Dashboard


To access the Billing Dashboard, navigate to the Billing tab and select Billing Dashboard from the drop-down menu.


Billing tab ➜ Billing Dashboard



Users can also access the Billing Dashboard from the Reports tab.


Reports tab ➜ Billing Dashboard



The Billing Dashboard provides real-time billing and financial information and actionable widgets that enable users to sustain optimal financial operations.


Electronic Fund Transfers (EFTs)


The EFT (This Week + Future) tile provides real-time, graphical data on current and projected payments (based on submitted claims). In the bar graph, green represents received payments and blue represents projected payments.


Click on any bar in the graph to view a list of remittances for the selected date. Select View Report in the top right corner to view the full Electronic Fund Transfers (EFTs) Report.


Claims Ready for Billing


The Claims Ready for Billing tile provides the number of claims that are ready to be billed for each claim type.


Select a number on this tile to view a detailed list of claims in the selected claim type. Select View Report in the top right corner to view the full Claims Ready for Billing Report.


Bill Holds


The Bill Holds tile provides insight into existing items that could prevent claims processing. The total number of each of the following items appears in real time.


Claim Count Summary


The Claim Count Summary tile provides a breakdown of all claims sorted by status. Claim statuses include created, saved, submitted, paid and error.


Click on any section of the graph to view a detailed list of claims with the selected status. Select View Report in the top right corner to view the full Claim Count Summary Report.


Eligibility Issues


The Eligibility Issues tile provides the total number of active patients with the following insurance eligibility issues:

  • Medicare as a Secondary Payer (MSP) Patients
  • Hospice Services
  • Overlapping Home Health

Select an eligibility issue on this tile to view a detailed list of active patients with the issue. Select View Report in the top right corner to view the full Eligibility Issues Report.