Executives and reporting · VERSION 96ca7318

Open and read the facility revenue dashboard

Choose the assigned facility, open Revenue Cycle Dashboard, interpret its populated stage and financial cards and refresh the current view.

Facility Admin

Recorded product version 96ca7318

These lessons apply to their recorded version and observed role. Check local permissions and configuration. A qualified lesson does not establish complete product or facility coverage.

Version, screenshot scope and limits

Full product version: 96ca7318eb2b93f5fa477908a1543075e0d1f056

Fourteen bounded lessons from exact committed96ca7318 using ordinary non-superuser Doctor, Nurse and Facility Admin roles in fictional Polyclinic and Laboratory examples. The original seven chart/history/ended-intake/current-versus-corrected row/coded-definition/Cancel/dashboard lessons remain unchanged. The actual retained baseline two-page PDF lacks repeated page-two patient context; keep both pages together. Its separately qualified source repair is committed as664f6a8f but that later version is not depicted by96ca screenshots. One additional normal Laboratory lesson creates a Draft Boolean parent with Decimal,Integer,DateTime,Time,String and Quantity components and saved UCUMmg unit, using clearly fictional custom URN codes rather than licensed clinical concepts. Both original definitions and all three objects after cancelled inspection remain exactly unchanged. The interpretation/status lessons are included below. One additional ordinary Doctor lesson reviews an IT-prepared prior Resolved non-error diagnosis, its author/note/completed source, sidebar preview versus chosen encounter, and the zero-selected history selector. It changes no clinical record; ordinary Doctor/Nurse readbacks preserve four diagnoses and three symptoms within seven total condition records, fourteen administrations,four requests and all encounters. Its intermediate browser leave-confirmation screenshot remains missing and explicitly disclosed. All-role/all-facility coverage, external NPHIES/fiscal/bank qualification, clinical interpretation authority and the original six prerequisite gaps remain open. Three additional ordinary Nurse lessons show required-field validation, synthetic72/min entry and optional note, persisted response/unit/server effective time, Pulse graph/recent data/full history, source Entered in Error confirmation and a distinct74/min replacement. Current96ca leaves the original derived observation Final and visible despite its source error; both chart points remain. All24 original wide frames and30 complete instructional blocks were root-reviewed, exact interactive geometry and six normal Nurse/Doctor state/unit response phases checked, and20 original clinical datasets compared field-for-field with only nested actor last_login ignored. This teaches actual current behavior and its explicit correction limitation, not a clinically approved replacement workaround or an already deployed repair. Two additional ordinary Laboratory lessons teach the clearly synthetic Decimal component range 0.00–10.00, child-sheet Save versus parent Save, the component/root conflict and cancelled removal, activation, cancelled retirement, actual update-to-Retired despite the Delete label, retained retired view, and normal edit through Unknown back to final Draft. All31 original wide frames and27 complete instructional blocks were root-reviewed. Root independently verified15 evidence hashes and eight normal API states: both original definitions, all six component codes/types/unit, and both cancelled target states are unchanged; only the intended fictional range and explicit lifecycle status change. This demonstrates software metadata controls without clinical reference-range authority, patient results, permanent deletion, or all-role coverage.

Open Revenue Cycle Dashboard. Actual synthetic Polyclinic Facility Admin session. — **Recorded release 96ca7318 · 2026-10-19T01:22:52.773Z · 1728 × 921**
Open Revenue Cycle Dashboard
Capture details
Exact committed 96ca. Read-only synthetic example. Loading/error and header-contrast repairs remain pending; complete executive reporting and external financial qualification are not established.
Image SHA-256 `2d1d5cd0c0c4267cd28b6ec03b04d7c911a9d1f0614ef17ba15122e3ce1df315`
**Dashboard**: Open the facility revenue dashboard.
**Facility context**: The same fictional Polyclinic remains selected.

Read the populated reconciled dashboard. Actual synthetic Polyclinic Facility Admin session. — **Recorded release 96ca7318 · 2026-10-19T01:22:57.738Z · 1728 × 921**
Read the populated reconciled dashboard
Capture details
Exact committed 96ca. Read-only synthetic example. Loading/error and header-contrast repairs remain pending; complete executive reporting and external financial qualification are not established.
Image SHA-256 `4040fb50038ebe55e28c415d684cb47be31463451518e881bd861b2c677b056d`
**Front Office: 2**: Read the current saved case count in this stage.
**Middle Office: 39**: Read the current saved case count in this stage.
**Back Office: 0**: No saved case in this example has Back Office as its current stage.
**Gross charges**: The sum of saved case charged amounts is SAR 0.00 in this fixture.
**Claims generated**: The sum of saved case claimed amounts is SAR 40,000.00.
**Payments posted**: The sum of saved case paid amounts is SAR 31,400.00; this card does not establish a bank cash reconciliation.
**Open denials**: Read 3 open/appealed denials with aggregate denied amount SAR 2,300.00.
**Ready to claim**: Zero cases have both front-office and middle-office status complete.
**NPHIES queued**: Zero saved queued exchanges is not a payer acceptance result.
**Open tasks**: 150 work items have open status in this fixture.
**Refresh**: Refresh requests both dashboard aggregates and the episode worklist.

Verify the dashboard after Refresh. Actual synthetic Polyclinic Facility Admin session. — **Recorded release 96ca7318 · 2026-10-19T01:23:34.087Z · 1728 × 921**
Verify the dashboard after Refresh
Capture details
Exact committed 96ca. Read-only synthetic example. Loading/error and header-contrast repairs remain pending; complete executive reporting and external financial qualification are not established.
Image SHA-256 `277ce2c58c0b68ba14100abe64c411cef6516f32c31c4bb6b3c1c45b6e1dca38`
**Refresh complete context**: The normal UI remains on the same populated dashboard after Refresh.
**Front Office retained**: The refreshed count remains 2.
**Middle Office retained**: The refreshed count remains 39.
**Worklist stage**: Read each row current stage separately from its readiness percentage.
**Readiness**: A displayed percentage is a local workflow score, not external claim acceptance.
**Exception**: The example rows retain blocking explanations.
**Open case entry**: This is the case entry control; opening and changing a case are outside this read-only lesson.

10 of 10 content blocks have reviewed image alignment. Missing overview or prerequisite images remain open.

Before you begin

Use your existing authorized facility account and the intended assigned facility. The observed operator is Facility Admin; all shown accounts, patients and money are fictional training data.
1
Recorded release 96ca7318 · 2026-10-19T01:22:22.809Z · 1728 × 921
Select the assigned fictional facility
Capture details
Exact committed 96ca. Read-only synthetic example. Loading/error and header-contrast repairs remain pending; complete executive reporting and external financial qualification are not established.
Image SHA-256 6c6c11d4c8d52d4018ee32d5cc124f7f9aaef526f253695e1d6e3662ab070499
1. Assigned facility: Open the intended assigned fictional Polyclinic.
123
Recorded release 96ca7318 · 2026-10-19T01:22:48.294Z · 1728 × 921
Confirm the selected facility and current operator
Capture details
Exact committed 96ca. Read-only synthetic example. Loading/error and header-contrast repairs remain pending; complete executive reporting and external financial qualification are not established.
Image SHA-256 82a98c51409e00d16baa1e05359aeaf0a38ae0bc540df560235eb384ff846921
1. Selected facility: Verify the facility context before reading facility figures.
2. Current operator: This capture uses the existing qa-facility-admi account.
3. Revenue Cycle: Expand the Revenue Cycle navigation.

1. Choose the assigned facility

On the signed-in home page, select the intended facility card. The worked example opens the assigned fictional MANSOQ Demo Polyclinic.

Select the assigned fictional facility. Actual synthetic Polyclinic Facility Admin session. — **Recorded release 96ca7318 · 2026-10-19T01:22:22.809Z · 1728 × 921**
Select the assigned fictional facility
Capture details
Exact committed 96ca. Read-only synthetic example. Loading/error and header-contrast repairs remain pending; complete executive reporting and external financial qualification are not established.
Image SHA-256 `6c6c11d4c8d52d4018ee32d5cc124f7f9aaef526f253695e1d6e3662ab070499`
**Assigned facility**: Open the intended assigned fictional Polyclinic.

Confirm the selected facility and current operator. Actual synthetic Polyclinic Facility Admin session. — **Recorded release 96ca7318 · 2026-10-19T01:22:48.294Z · 1728 × 921**
Confirm the selected facility and current operator
Capture details
Exact committed 96ca. Read-only synthetic example. Loading/error and header-contrast repairs remain pending; complete executive reporting and external financial qualification are not established.
Image SHA-256 `82a98c51409e00d16baa1e05359aeaf0a38ae0bc540df560235eb384ff846921`
**Selected facility**: Verify the facility context before reading facility figures.
**Current operator**: This capture uses the existing qa-facility-admi account.
**Revenue Cycle**: Expand the Revenue Cycle navigation.

2. Confirm context and open the Dashboard

Check the facility name at the upper left and the current operator at the lower left. Expand Revenue Cycle and choose Dashboard.

3. Read stage counts

Read Front Office 2, Middle Office 39 and Back Office 0 in the populated example. These group the 41 saved cases by their current stage. A closed case can still retain a recorded stage; these are not counts of open cases, visits today or successful submissions.

4. Read the financial cards

The fixture shows Gross charges SAR 0.00, Claims generated SAR 40,000.00, Payments posted SAR 31,400.00, and Open denials 3 · SAR 2,300.00. The first three sum the corresponding saved case amount fields. Open denials counts records whose status is open or appealed and sums their denied amount. The cards do not establish bank settlement, a fresh repricing or fiscal approval.

5. Read local readiness and queued exchanges

Ready to claim counts cases whose front-office and middle-office status fields are both complete. NPHIES queued counts saved exchanges in queued status. Both are 0 in this example. Neither metric establishes a successful external exchange or payer acceptance.

6. Inspect the episode worklist context

The worklist identifies patient/account, stage, readiness, revenue and exception context. The pictured rows retain blockers, and the badge shows 150 open tasks. Read the exception alongside the percentage. The Open link starts separate case work; this lesson stops at the read-only dashboard.

7. Refresh and verify the retained view

Use Refresh. The application requests both the dashboard aggregates and the episode list again. The captured result retains the same facility, 2 Front Office cases, 39 Middle Office cases and financial cards. Interpret populated results only; loading and error-state qualification is tracked separately.

Metric and date scope

The captured page has no date-range or export control. Dashboard aggregates use facility-scoped saved case fields; the worklist requests up to 50 cases ordered by latest modification. This fixture has 41 cases, so it fits that request. The page does not establish daily revenue, aging, collection ratio, a bank cash balance or complete access for another security role.

Source evidence

Every citation uses this exact committed version. The private source repository requires access.

repositories/platform/mansoq-web/src/pages/Facility/revenueCycle/RevenueCycleDashboard.tsx:57 · 96ca7318eb2b93f5fa477908a1543075e0d1f056
Source file checksum
2953c8e0665c137f6335bea1d34ce037b890721ad48e919c58e2ada1a9feacf4
repositories/platform/mansoq-core/mansoq/emr/api/viewsets/revenue_cycle.py:1200 · 96ca7318eb2b93f5fa477908a1543075e0d1f056
Source file checksum
b55edc10230df74e7d529de181d770f062ad9fe0f63d0cb8af84d36018576d3b