What is happening
Unavailable compared with Requires payments export. Variance: Unavailable.
Back to Collections
Analytics Drilldown
Collections / chart-insurance-portion
Import payments, adjustments, write-offs, and collection dates before displaying collection percentage or goal variance.
Current value
Unavailable compared with Requires payments export. Variance: Unavailable.
Target
Requires payments export
Variance
Unavailable compared with Requires payments export. Variance: Unavailable.
Recommended Next Action
Import payments, adjustments, write-offs, and collection dates before displaying collection percentage or goal variance.
Why it matters
Requires review: current approved exports include A/R but not payment transactions, so collections rate cannot be calculated honestly.
Success measure
Metric is reviewed, work is assigned, and the next measurement has a named owner.
Relevant SOP
Collections operating review
Data source and confidence
Active Open Dental export snapshot / Partial until every source export is validated
Take action
Every queue change opens a preview first.
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Create task
Assign owner
Mark reviewed
Intentional / N/A
Dismiss with reason
Escalate
Likely Contributors
Requires review: current approved exports include A/R but not payment transactions, so collections rate cannot be calculated honestly.
Missing Data
No missing field blocks this workflow.
Calculation
Unavailable compared with Requires payments export. Variance: Unavailable.
Trend
Missing payments dataset
Target
Requires payments export
Underlying Records
A/R snapshot summary
| Metric | Value | Source | Action |
|---|---|---|---|
| Total A/R | $0 | accounts_receivable | Open work |
| Patient portion | $0 | accounts_receivable | Open work |
| Insurance portion | $0 | accounts_receivable | Open work |
| 90+ aging | $0 | accounts_receivable | Open work |
| Balances tied to schedule date | $0 | accounts_receivable + appointments | Open work |