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Kareo Help Center

Dashboard Charts

There are two dashboard charts: A/R Aging and Income Analysis. The A/R Aging and Income Analysis charts are viewable depending on permissions set by your Kareo PM application administrator. If your user role is set to Business Office user, you may view the A/R Aging Chart. If your user role is set to a Medical Office user, you may view the Income Analysis chart.

To view Dashboard charts

  1. On the Payment Velocity gauge, click the button on the right.

Dashboard Chart - Payment Velocity.jpg

  • A/R Aging Chart
  • This chart is available if your user role is set to Business Office user. The A/R Aging chart provides a visual snapshot of accounts receivable aging.
  • Dollars in A/R: The total dollar amount currently in accounts receivable. The dollar amounts reflect what has been billed and are awaiting payment.
  • Days in A/R: The average days in accounts receivable for amounts not yet received.

Dashboard Chart - AR Aging.jpg

  • Income Analysis Chart
  • This chart is available if your user role is set to Medical Office user. The Income Analysis chart provides a visual snapshot of the income collected for several key periods of accounting activity, including:
  • Month-To-Date: The total income collected for the current month-to-date.
  • Last Month: The total income collected for the last calendar month.
  • Quarter-To-Date: The total income collected for the quarter-to-date.
  • Year-To-Date: The total income collected for the year-to-date.

Dashboard Chart - Income Analysis.jpg

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