What does the Unpaid Invoices tile show?
The Unpaid Invoices preview on the Action Today Dashboard displays invoices that have been raised but not fully paid, grouped by:
Last working day
Last 7 days
Last 30 days
📝Please note: Unallocated Payments from your practice management software are included in these figures.
If something looks incorrect, check your practice management software to ensure payments have been allocated to the correct invoices.
Click any of the boxes to open the Invoice & Payment Report, where you can view full details of unpaid invoices. By default the report will show data for the last 30 days. This can be amended by selecting the start and end date then create report in the top right hand corner.
How to use the filters
In the Invoice & Payment Report, you can filter data by:
Payment Type
Date Range
Practice
Provider
Payor Code
This helps you focus on specific areas or follow up on outstanding payments efficiently.
Viewing Treatment Plan Details
By clicking onto the blue Course of Treatment number this will open The Treatment Plans Detail which shows what treatment has been invoiced and the invoice date. This is helpful for reception teams if patients query the balance.
💡Top Tip: The COT number matches exactly with your practice management software, making it easy to cross-check details.
The Treatment Plan Detail Report also reflects the COT and all related invoices raised.
Exporting, Printing & Scheduling
Use Export Data to download a CSV copy of the report.
Use the Print button if you need a physical copy.
Use Schedule Report to automate regular delivery of this report.