Using the Key Metrics Dashboard in Service Center

When you log into Office Ally, you’ll see a Key Metrics Dashboard at the top of your homepage. These three metric boxes provide instant visibility into your most important billing indicators and link directly to the work queues where you can take action.

Before We Begin

The Key Metrics Dashboard refreshes nightly, so you always start your day with the most current claim and payment information. Each box is clickable and takes you directly to the relevant work queue.

Steps to Use the Key Metrics Dashboard

•  Review Your Three Key Metrics: You’ll see three large, easy-to-read metric boxes.
  
  • Repairable Claims: Claims with minor issues such as demographic errors, missing modifiers, or coding corrections. These claims can be fixed quickly for faster payment.
  • OA Accepted Claims: Total claims successfully validated and submitted to payers. This reflects your overall claim volume and clean claim rate.
  • Total Payments: The total dollar amount collected. This is a direct measure of your revenue performance.
• Access a Metric’s Work Queue: Each metric box provides one-click navigation.
  
  • Click the Repairable Claims box → opens Manage Claims Grid with the Correctable Claims tab automatically selected.
  • Click the OA Accepted Claims box → opens Manage Claims in an unfiltered view.
  • Click the Total Payments box →opens Manage Remits on the View tab. This eliminates the need to search through reports or navigate multiple menus.

• Work Your Repairable Claims
  
  • Click the Repairable Claims metric box OR the arrow icon.
  • Review the pre-filtered list showing only claims that require corrections.
  • Select any Claim ID to open the claim details.
  • Correct the errors listed.
  • Save the claim to remove it from the queue.
  • Return to the list to continue working remaining claims.

            Repairing these claims quickly helps prevent denials and accelerates cash flow.

• Check Your Accepted Claims Volume
  
  • Click the OA Accepted Claims box.
  • Review the full list of successfully submitted claims.
  • Filter or sort by date, payer, or claim type as needed.

             This metric helps track clean-claim performance and submission trends.

• Review Your Total Payments
  
  • Click the Total Payments box.
  • Navigate directly to the View tab in Manage Remits.
  • Review payment amounts, remittance details, and payer trends.

             This metric reflects your practice’s financial performance and collections health.

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