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Understanding the Outstanding Revenue View in dashboard
Understanding the Outstanding Revenue View in dashboard
Vibhu avatar
Written by Vibhu
Updated over a week ago

Outstanding Revenue is where you will see all of the transactions that are either overdue or have failed in the system. This is a critical section to keep an eye on as you will likely need to contact these patients to recoup due payments from them. The default view for this section will be the current calendar month.

The following transactions will appear here:

  • Invoices that have gone unpaid for more than one month

  • Recurring payment plan payments that have failed when the system attempted to charge their payment method on file

Note that above the transactions list you will see an aging report where you can view uncollected revenue over time.

If you wish to filter Outstanding Revenue transactions by a different set of dates or locations, please read these articles:

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