Clinical Dashboard
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      Recertification

      In Billiyo we have customized Certification Periods, Analytics and Reports to keep you on top of the important deadlines for Recertifications.

      To Customize the Certification for your Patient, you will have the option in the Patient Profile to set up the Certification period for each Patient.

      Navigation: CRM > Clients > Patient Dashboard

       Click Edit Patient and Choose the Certification Period for the Patient.
      • If nothing is chosen, 60 day Certification Period will be applied. 
      • Make Sure to Save your Selection. 
       

       

      To Learn More About the Patient Dashboard, Please Visit Our Page: Patient Dashboard

      In the Clinical Dashboard Billiyo Displays the Analytics for the Patients in the Recerts Due Tab. 

      Navigation:Skip Navigation LinksDashboards > Clinical Dashboard

      • Here you can Filter the Data Date Range.
      • Click on the Recerts Due to View the Data.

      Billiyo will display upcoming recerts within seven days and past due recerts here. 

      Once you Click on Recerts Due, you can turn tis data into a CSV or a PDF.

      To Learn More About the Clinical Dashboard, Please Visit Our Page: Clinical Dashboard

      Lastly: Running Reports you can Capture the Data in the Dynamic Reports Page.
      Navigation:Skip Navigation LinksReports > Dynamic Report
      1. Click Generate Report.
      2. Choose the Clinical Category Type from the Drop Down.
      3. Choose the Report "Recertification Due".
      4. Select the Fields in the Report that you would like to see.
      5. Select the Filter, such as Client Status set to Active.
      6. Click Generate.

       Here you can also turn the Report into a PDF or CSV.

      To Learn More About Dynamic Reports, Please Visit Our Page: Dynamic Reports