Overview
The Revenue tab provides at-a-glance insights into your billing performance with charts and summary metrics.
Accessing Revenue
Tap the Revenue tab (third icon) in the bottom navigation.
Dashboard Metrics
Quick Stats
The top of the screen shows key metrics:
| Metric | Description |
|---|
| Today | Revenue from claims paid today |
| This Week | Last 7 days of paid claims |
| This Month | Current month’s total |
Trend Indicators
Each metric includes a trend indicator showing:
- Increase from previous period
- Decrease from previous period
- Percentage change
Revenue Chart
The main chart visualizes your revenue over time:
Chart Types
- Monthly View - Revenue by month
- Pie Chart - Distribution by period
Interacting with Charts
- Tap on data points to see exact values
- Swipe to view different time periods
- Pinch to zoom (on supported devices)
Time Range Selection
Adjust the time range displayed:
- Tap the time range selector
- Choose from:
- Last 3 months
- Last 6 months
- Last 12 months
- Custom range
Data Sources
Revenue data comes from:
- Paid claims (from remittance advices)
- Partially paid claims (partial amounts)
- Does not include pending or rejected claims
Revenue updates when new remittance advices are received from the Ministry.
Understanding the Numbers
”Paid” vs “Billed”
- Billed Amount - What you claimed
- Paid Amount - What OHIP paid
- Difference may be due to adjustments, rejections, or processing
Revenue Timing
Revenue reflects payment dates, not service dates. A service from January may appear in February’s revenue when the RA is received.
Refreshing Data
Pull down on the screen to refresh and load the latest revenue data.
Exporting Revenue Data
For detailed revenue reports and exports:
- Use the web app’s Reports section
- Excel exports available
- More detailed breakdown by date, patient, code
Mobile vs Web Analytics
| Mobile | Web |
|---|
| Quick overview | Detailed reports |
| Key metrics | Granular filtering |
| Visual charts | Data export |
| On-the-go check | Comprehensive analysis |
