The preset filters will pull up all of the bills within that time frame. It will also show the totals based on what was Paid/Refunded/Adjusted/Wrote-off/Unpaid.

Saved filters are custom to your clinic. These are useful for any claims that need to be reviewed frequently. The PLUS button will create a new filter and the settings gear will edit an existing filter.

To create or edit the filter, just put the filter criteria in here and SAVE.

This will populate any claims that meet the filter criteria. The totals at the top for those claim and the filter will be at the top, so any adjustments can be made as needed.

Aside from that, there is always the standard filtering located at the very top.

Billing Dashboard Filter

To understand the functionality of the billing dashboard filter more:

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