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Accounting Dashboard

The Accounting Dashboard provides vendor budgeting and case account management, tracking financial phases from claims processing through final approval or resolution.

Accounting Dashboard

Key Features​

Vendor Budgeting Summary​

  • Vendor-Based Organization: Financial tracking organized by medical provider/vendor
  • Phase-Based Counts: Display count of case accounts in each processing phase
  • Site Cost Tracking: Total dollar amounts to be paid to providers for each phase
  • Budget Overview: Comprehensive view of financial commitments by vendor

Case Account Management​

  • Individual Code Tracking: Each medical code gets its own case account
  • Phase Progression: Track accounts through 6 distinct phases
  • Status Monitoring: Real-time visibility into account processing status
  • Financial Commitment: Track site costs and payment obligations

TPA Integration​

  • Claims Processing: Direct connection with Third Party Administrator (TPA)
  • Medicare Rate Verification: Ensure medicare rates are on file for each code
  • Automated Rate Lookup: System verification of approved payment rates
  • Compliance Tracking: Maintain regulatory compliance for billing codes

Workflow Management​

  • Phase Transitions: Automated and manual movement between phases
  • Approval Workflows: Structured approval process for case accounts
  • Dispute Resolution: Handle provider disputes and code challenges
  • Hold Management: Manage cases placed on hold during funding decisions

Case Account Processing Phases​

The dashboard displays 6 phases from left to right, each showing:

  • Count: Number of case accounts in that phase
  • Site Cost: Total dollar amount to be paid to providers

1. Claims Processing​

  • Purpose: Initial phase connecting with TPA
  • Process: Verify medicare rates are on file for each medical code
  • TPA Integration: Automated rate verification and compliance checking
  • Output: Case accounts ready for creation

2. Pending​

  • Purpose: Case accounts created and awaiting processing
  • Process: Individual case account created for each medical code
  • Status: Waiting for bill of sale creation and signing
  • Tracking: Monitor accounts ready for approval workflow

3. Approved​

  • Purpose: Case accounts with completed bill of sale
  • Process: Bill of sale created and signed by all parties
  • Status: Ready for provider payment processing
  • Financial Commitment: Confirmed site costs for provider payment

4. Declined​

  • Purpose: Provider-disputed codes and services
  • Process: Handle provider disputes over specific codes
  • Resolution: Work with providers to resolve code disagreements
  • Status: Requires manual review and potential re-negotiation

5. Rejected​

  • Purpose: Claims with TPA or Underwriting issues
  • Process: Address problems identified by TPA or Underwriting team
  • Issues: Rate problems, compliance issues, or coverage concerns
  • Resolution: Requires correction before proceeding

6. On Hold​

  • Purpose: Cases where attorney funding decisions are pending
  • Process: Attorney has not committed to moving forward with funding
  • Status: Awaiting attorney decision on case progression
  • Management: Monitor for funding decisions or case closure

Dashboard Widgets​

Phase Summary Buttons​

Each phase button displays:

  • Phase Name: Claims Processing, Pending, Approved, etc.
  • Account Count: Number of case accounts in this phase
  • Site Cost Total: Dollar amount committed to providers

Drill-Down Navigation​

Clicking any phase button navigates to the filtered claims/case account queue:

  • URL Structure: /queues/claims?filter__vendor=[VendorName]&filter__status=[PhaseStatus]
  • Example: https://admin-uat.caseclinical.com/queues/claims?filter__vendor=Highland%20Group&filter__status=PendingClaimsProcessing
  • Filtered View: Shows only claims/case accounts matching the selected vendor and phase
  • Dynamic Filtering: Route parameters automatically applied based on button selection

Vendor Summary​

  • Vendor List: All medical providers/vendors with active case accounts
  • Budget by Vendor: Total financial commitment per provider
  • Phase Distribution: How vendor accounts are distributed across phases
  • Cost Analysis: Site cost breakdown by vendor and phase

Quick Actions​

  • Move case accounts between phases
  • Review and resolve disputed codes
  • Generate vendor budget reports
  • Export phase summary data
  • Update TPA rate information
  • Manage bill of sale documents

Permissions & Access​

Accounting Manager: Full access to all phases and vendor budgets Financial Analysts: Read-only access to phase data and cost tracking TPA Coordinators: Access to Claims Processing and rate verification Underwriting Team: Access to review Rejected phase accounts Attorney Relations: Access to On Hold phase management