The billings on hold metric is where you will see, by Practitioner, all held accounts within your Practice Management System.
NOTE: This metric is available to our Best Practice software integration customers.
The billings on hold metric is where you will see, by Practitioner, all held accounts within your Practice Management System (e.g. Best Practice). This is a running list with no date filter to show all billings on hold. This list should be reviewed regularly to finalise any held accounts on a regular basis. The metric contains:
To navigate to this metric go to the Clinic Optimisation tab > Billing Optimisation > Billings on hold
List of billings on hold
The List of billings on hold is a table of total billings on hold. It breaks it down by invoice date, age (days), invoice ID, patient, practitioner, MBS item and total fee ($).
You can export the table and provide it to the relevant team member who should be following up billings on hold. By default, the table shows the invoices by age (days) with the oldest invoices at the top.
TOP TIP! Set a rule in your practice that any invoices over 90 days old in your practice should be followed up. Then assign the task of checking the metric, Billings on hold, in the Billing Optimisation cabinet, once a week to see if there are any invoices older than 90 days. Using the List of billings on hold, quickly find which invoices need to be actioned. This ensures your practice has a consistent and healthy cash flow.
Billings on hold
This metric shows how many billings you have on hold and the average age of your billings on hold. The graph at the bottom of the tile is the trend of the number of total billings on hold over time.
