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


Steps

  1. 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 (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.

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

  3. To adjust the size of the columns, click and drag the grey divider line between the columns.

  4. 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 is helpful when you want to view all columns.



    Updated October 4, 2021

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