Dashboard
AdvancedMD Reporting System
RCM Operations Summary
End-to-end workflow snapshot for Portable Medical Diagnostics. Open a module below to work in detail.
Module
This workflow module will be implemented next, using the same upload + KPI pattern as AR Aging.
Coming soonNo AR Aging data yet
Upload a Carrier A/R Detail Excel report to populate AR Aging KPIs and carrier tiers.
Use the Upload Report button in the top bar.
Upload Carrier A/R Detail
Primary data path on ECS: upload the AdvancedMD Carrier A/R Detail Excel export. Claims and KPIs refresh automatically after parse.
AdvancedMD Integration Credentials
Optional for local Playwright sync. On ECS, prefer Excel upload — credentials are not required for dashboard refresh.
Stored Login Profiles
Click "Switch to This Login" to activate any credential. The highlighted profile is active for all extractions.
Create New User
Assign specific roles and levels of access. Admins have complete control; standard users have limited view-only access.
System Users
0 users| User ID | Username | Role / Access Level | Created At | Actions |
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