Visit LifeCycle Holds Dashboards

Visit LifeCycle Holds Dashboards (Dashboards menu) focus on the reasons why member (patient) visits are delayed in the billing process.
For an explanation of how to navigate these dashboards and use common dashboard components, see Navigate Dashboards.

Cards on the Visit Lifecyle Holds Home Dashboard are described in the following table.
Card |
Description |
---|---|
Prebilling Review Visit Holds |
Number of visits held in Prebilling Review in the Date Range for selected Providers. |
Billing Review Visit Holds |
Number of visits held in Billing Review in the Date Range for selected Providers. |
Visit Rejections |
Number of visits rejected in the Date Range for selected Providers. |
Member Rejections | Number of members (patients) rejected in the Date Range for selected Providers. |
Auth Rejections | Number of authorizations rejected in the Date Range for selected Providers. |
Prebilling Review Holds | Charts the number of Prebilling Review Holds throughout the Date Range for selected Providers. |
Billing Review Holds | Charts the number of Billing Review Holds throughout the Date Range for selected Providers. |
Visit Rejections | Charts the number of Visit Rejections throughout the Date Range for selected Providers. |
Auth Rejections | Charts the number of Authorization Rejections throughout the Date Range for selected Providers. |
Member Rejections | Charts the number of Member (Patient) Rejections throughout the Date Range for selected Providers. |
Use the Filters at top left to set the Date Range and Provider Names included in the cards.
Click the Navigate icon on any chart to open its related dashboard. For example, click the Navigate icon on the Prebilling Review Holds card to open the Prebilling Review Dashboard.

The Prebilling Review Dashboard includes cards and widgets related to visits held in Prebilling Review for all Providers.
Use the Filters at top and at right of the dashboard to customize the data displayed on widgets.
Click the View Data icon (above Filters) to view the dashboard’s source data. Source Data can be filtered, printed, and exported from the View Data page.

The Visits on Hold card at right (below Filters) lists the total visits on hold and total hours on hold in the Date Range.

Prebilling Review widgets are described in the following table.
Widget |
Description |
---|---|
Prebilling Review Holds Trend |
Line graph showing number of visits held by date in the Date Range. |
Visits on Hold in Prebilling Review by Provider and Reason |
List of visits held by Provider showing hold reason and number of holds in the Date Range. |
Visits on Hold in Prebilling Review by Reason |
Bar chart comparing hold reasons for all Providers for all visits held in the Date Range. |
Total Visit Hours on Hold by Provider and Reason |
Bar chart comparing visit hours held by hold reason by Provider in the Date Range. |
Prebilling Review Holds by Provider and Reason |
Bar chart comparing visits held by hold reason by Provider in the Date Range. |

The Billing Review Dashboard includes cards and widgets related to visits held in Billing Review for all Providers.
Use the Filters at top and at right of the dashboard to customize the data displayed on widgets.
Click the View Data icon (above Filters) to view the dashboard’s source data. Source Data can be filtered, printed, and exported from the View Data page.

The Visits on Hold card at right (below Filters) lists the total visits on hold, total amount on hold, and total hours on hold in the Date Range.

Billing Review widgets are described in the following table.
Widget |
Description |
---|---|
Billing Review Holds Trend |
Line graph showing number of visits held by date in the Date Range. |
Visits on Hold in Billing Review by Provider and Reason |
List of visits held by Provider showing hold reason, number of holds, and billed amount in the Date Range. |
Visits on Hold in Billing Review by Reason |
Bar chart comparing hold reasons for all Providers for all visits held in the Date Range. |
Total Billed Amount on Hold by Provider and Reason |
Bar chart comparing billed amount held by hold reason by Provider in the Date Range. |
Billing Review Holds by Provider and Reason |
Bar chart comparing visits held by hold reason by Provider in the Date Range. |

The Visit Rejection Dashboard includes cards and widgets related to rejected visits for all Providers.
Use the Filters at top and at right of the dashboard to customize the data displayed on widgets.
Click the View Data icon (above Filters) to view the dashboard’s source data. Source Data can be filtered, printed, and exported from the View Data page.

The Visit Rejection Count card at right (below Filters) lists the total visits rejected in the Date Range.

Visit Rejection widgets are described in the following table.
Widget |
Description |
---|---|
Visit Rejection Trend |
Line graph showing number of visits rejected by date in the Date Range. |
Visit Rejections by Provider and Reason |
List of visits rejected by Provider showing rejection reason and number of visits rejected in the Date Range. |
Visit Rejections by Reason |
Bar chart comparing rejection reasons for all Providers for all visits rejected in the Date Range. |
Visit Rejections by Provider and Reason | Bar chart comparing visits rejected by rejection reason by Provider in the Date Range. |

The Auth Rejection Dashboard includes cards and widgets related to authorizations rejected for all Providers.
Use the Filters at top and at right of the dashboard to customize the data displayed on widgets.
Click the View Data icon (above Filters) to view the dashboard’s source data. Source Data can be filtered, printed, and exported from the View Data page.

The Auth Rejection Count card at right (below Filters) lists the total authorizations rejected in the Date Range.

Auth Rejection widgets are described in the following table.
Widget |
Description |
---|---|
Auth Rejections Trend |
Line graph showing number of authorizations rejected by date in the Date Range. |
Total Auth Rejections |
List of number of authorizations rejected by rejection reason by Member State in the Date Range. |
Auth Rejections by Reason |
Bar chart comparing rejection reasons for all Member States for all authorizations rejected in the Date Range. |

The Member Rejection Dashboard includes cards and widgets related to members (patients) rejected for all Providers.
Use the Filters at top and at right of the dashboard to customize the data displayed on widgets.
Click the View Data icon (above Filters) to view the dashboard’s source data. Source Data can be filtered, printed, and exported from the View Data page.

The Member Rejection Count card at right (below Filters) lists the total members (patients) rejected in the Date Range.

Member Rejection widgets are described in the following table.
Widget |
Description |
---|---|
Member Trend |
Line graph showing number of members (patients) rejected by date in the Date Range. |
Member Rejection |
List of number of members (patients) rejected by rejection reason by Member State in the Date Range. |
Member Rejection Count |
Bar chart comparing rejection reasons for all Member States for all members (patients) rejected in the Date Range. |