You can customise your view of the Billing dashboard in the CHR to view only the information you need to see, as well as change the layout.


Steps

  1. From the main menu, click Billing.

  2. Select the gear icon to view the available columns.

    • To add a column, click to select it from the list (appears in blue).

    • To remove a column, deselect it from the list (appears in white).
      📌 Note: This is useful when you want to remove sensitive information (for example patient demographics) when exporting information for reporting purposes.

    • To change the order of columns, click and drag the highlighted (blue) columns into the order you'd like them to appear.

  3. Click back into the Billing dashboard to see your changes.

  4. To adjust the width of the columns, click and drag the grey divider line between the columns.

  5. To enlarge the right side of the dashboard, click and drag the white rectangular button in the middle of the window to the left. This allows you to see more info in each column.



    Updated November 24, 2021

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