The Payment Plans Dashboard gives your practice a clear, real-time view of how your payment plans are performing—so you can track collections, identify issues early, and forecast future revenue with confidence.
How to Access the Dashboard
Go to the Payments tab at the top navigation bar
Select Payment Plans
The dashboard summary will appear at the top of the page, above your plan list
Filter by Date Range
Use the date selector at the top of the dashboard to focus on a specific time period.
You can choose from preset options like:
Today / Yesterday
Month-to-Date / Current Month
Current Week / Quarter-to-Date
Or select a Custom range
📌 Important:
The date range only affects the KPI cards at the top
The charts below use fixed 12-month views for trend analysis
Key Metrics at a Glance (KPI Cards)
These four cards give you a quick snapshot of your payment plan performance. Each includes an ⓘ info icon — hover over it to see the exact definition for that metric.
Collected
The total amount successfully collected from payment plans during your selected date range.
Under Contract Balance
The total remaining balance across all Active, Delinquent, and Retrying plans.
Total Plans
The number of plans currently being managed (Active, Delinquent, and Retrying only).
Note: Proposed, Accepted, Completed, Cancelled, and Archived plans are not included in this count.
Collection Rate
The percentage of expected revenue that has been collected so far.
Calculated as: Collected ÷ Expected Revenue (to date). A higher rate indicates stronger payment adherence and overall plan performance.
Visual Insights (Charts)
Payment Plans Revenue
This chart helps you track monthly performance over the last 12 months, with a dotted trend line overlay.
You can toggle between:
Revenue View → Monthly collections
Plans Created → Number of new plans created
👉 Use this to:
Spot growth trends
Identify dips in collections or enrollment
Monthly Under Contract Balance
Shows how much revenue is still expected from payment plans.
Toggle between:
Next 12 Months → Forecast future collections
Last 12 Months → Review historical balances
👉 This is key for revenue forecasting and planning ahead.
Breakdown by Plan Status
Below the charts, you can break down balances based on plan status:
Active Plans – Currently running and collecting payments
Accepted Plans – Approved by patients but not started yet
Delinquent Plans – Payments failed and require follow-up
Retrying Plans – Payments failed but are being retried automatically
Proposed Plans – Sent to patients but not yet accepted
Archived Plans – No longer active
👉 Click any tab to view the related plans and balances.
Tips to Get the Most Value
Monitor the Collection Rate regularly
→ A drop may signal missed payments or follow-up gapsWatch Under Contract Balance
→ Helps you understand how much revenue is still expectedUse “Plans Created” view
→ Track how often your team is enrolling patientsFocus on Delinquent & Retrying plans
→ These require immediate attention to recover revenueUse the “Next 12 Months” view
→ Plan ahead with a clear picture of upcoming collections