What is happening
Collections percentage target is configured at Requires payments export with current result Unavailable.
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Goal Drilldown
Collections percentage target
Import payments, adjustments, write-offs, and collection dates before assigning collections pacing work.
Current value
Unavailable
Target
Requires payments export
Variance
Unavailable
Recommended Next Action
Import payments, adjustments, write-offs, and collection dates before assigning collections pacing work.
Why it matters
Kay uses this target to decide whether a signal is urgent, recoverable, or safe to monitor.
Success measure
Goal target is reviewed, edited if needed, and tied to an owner-ready action.
Relevant SOP
Practice Blueprint Review
Data source and confidence
Practice Blueprint + payments export when available / Partial: source records available
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
Period: Monthly
Clinic: Charles City
Provider: Practice-wide
Missing Data
No missing field blocks this workflow.
Configured value
Requires payments export
Current result
Unavailable
Variance
Unavailable
Period
Monthly
Clinic
Charles City
Provider
Practice-wide
Last updated
Stored in active Practice Blueprint
Edit action
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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 |