Good morning, Alex
Cedar Valley Health, all locations. Today is Monday, Oct 19, 2026.
Filters apply to every card and carry into every drill-down list. Dates run from the start of the first day to the start of the day after the last day, in the clinic's reporting time zone (America/Boise, MT). Filters are kept in the page link so the view can be shared inside the clinic.
October has 12 working days with visits so far and Sep 1 to 19 had 14. Today (Oct 19) has no completed visits yet, so totals compare a shorter run of days.
Money adds up: service lines, General services and Unallocated make the clinic total. Visits and patients do not add up, because one visit can include services from several lines. The four lines above show 751 visits between them; the clinic had 715. Why
Where the money came from
Collected Oct 1 to Oct 19, 2026
Every dollar goes to one place (R4 S03). $360 unallocated needs a service before it moves to a line.
Plan value is the price agreed when a program starts. It is not money received. Credits used add delivered value, not collected money.
Needs attention
7 open items you can act on
Today
Boise and Meridian, as of 9:30 am
Leads
Leads created Oct 1 to Oct 19, 2026. 4 have started a program so far; younger leads are still maturing.
Your plan
Monthly, renews Nov 1, 2026
Reference prices, not approved yet (OD-01).
Recent activity
- Visits
- Completed encounters with a visit date in the period. One encounter is one visit, however many services or service lines it includes (R4 S05). Clinic: 715.
- Service line visits
- Encounters with at least one line that is the line's own service or part of one of its programs. A visit with a Neuropathy session and an IV counts once for Neuropathy and once for IV Therapy.
- Why they don't add up
- The service lines show 784 visits between them, including General services, but the clinic had 715. The difference is visits that touched more than one line.
- Patients
- Distinct patients with a visit in the period. Clinic: 342. Service line patient counts are never added together (R4 S06).
- Money
- Collected does add up. Each dollar of a payment goes to exactly one service line, General services or Unallocated (R4 S03).
- Collected
- Payments received minus refunds, by payment date. $112,799 this period.
- Delivered value
- Value of services delivered, by visit date. Credit lines use the credit value (program price divided by included credits). $116,230 this period.
- Plan value
- Accepted price of programs started in the period. $45,995 this period. Never shown as money received.
- Credits used
- Lines paid for by a program, package or membership credit. 425 this period. They add delivered value but not collected money (R4 S08).
How to use this page. The same text is in the full help.
- Open Overview from the sidebar, or sign in: it is the home page.
- Check the period at the top. It starts on This month (Oct 1 to today) compared with the same days last month. Change it with the period button; the choice is kept in the page link.
- Read the five headline numbers. Click any one to see how it is counted and the records behind it.
- Look at Service lines. The pill shows whether each line is on track for its goal. Click the line's name for its own dashboard, or any number for its records.
- Work the Needs attention list from the top. Each item opens the exact thing to fix.
- Use Customize to hide, add, reorder or resize cards. Hiding a card never stops data, follow-up or alerts.