> ## Documentation Index
> Fetch the complete documentation index at: https://docs.sigmahmis.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Track and Manage Clinic Revenue in Sigma HMIS Dashboards
> Use Sigma Health HMIS revenue views to monitor billed amounts, outstanding insurer balances, rejected claims, and collected payments in real time.
Sigma gives clinic managers a live view of the revenue trail — what has been billed, what is awaiting payment, what has been rejected, and what has been collected. The revenue dashboards pull data from Billing, Claims, and Payments in real time, so the numbers you see always reflect your current position without manual exports or spreadsheet reconciliation.
## Revenue Summary View
The **Revenue Summary** is the top-level dashboard in Sigma's reporting section. It shows the following metrics for any period you select:
* **Billed Revenue** — Total value of all confirmed invoices in the period. This is the gross amount your clinic has billed, before any scheme deductions or write-offs.
* **Claims Submitted** — Total value of claims sent to insurers from those invoices. A gap between Billed Revenue and Claims Submitted may indicate invoices that haven't been claimed yet.
* **Claims Approved** — Total value approved by insurers and awaiting payment or already paid. Use this to gauge how much of your submitted revenue the insurer has accepted.
* **Claims Rejected** — Total value of rejected claims, with a breakdown by rejection reason. This metric highlights where you are losing revenue and where resubmission effort is needed.
* **Payments Received** — Total remittances matched and posted to claims in the period. This is the cash that has actually arrived.
* **Outstanding Insurer Balances** — What each scheme still owes, broken down by insurer and aged by submission date. This is your primary collection target.
* **Outstanding Patient Balances** — What patients still owe in co-payments or self-pay amounts. Includes both current and overdue balances.
## Filtering and Date Ranges
Narrow any revenue view to the segment you need using the filter bar at the top of the dashboard:
* **Date range** — Select a preset (today, this week, this month, last month, last 90 days) or enter a custom start and end date. All metrics update instantly.
* **Insurer / Scheme** — Filter to a single scheme to see your revenue position with that payer only. Useful for scheme-specific follow-up or contract reviews.
* **Location** — For multi-site clinics, filter by individual location or view the consolidated total across all sites. Location filters apply to all metrics and reports on the page.
* **Claim status** — Narrow the Claims metrics to a specific status: Submitted, Approved, Rejected, Paid, or Awaiting Response.
Combine filters to create targeted views — for example, claims submitted to a specific insurer in the last 60 days that are still in Awaiting Response status.
## Aging Reports
Aging reports break your outstanding insurer balances into time buckets based on how long each claim has been unpaid since submission:
| Bucket | Days Since Submission | What It Signals |
| - | - | - |
| Current | 0–30 days | Normal processing window — no action needed yet |
| Aging | 31–60 days | Follow-up may be warranted, especially for high-value claims |
| Late | 61–90 days | Escalate with the insurer — payment is overdue |
| Critical | 90+ days | High risk of non-payment; immediate action required |
Claims that reach the 90+ day bucket without a payment or status update are at significantly higher risk of non-payment. Most insurers have contractual payment windows, and claims sitting beyond 90 days may require formal dispute escalation. Use the aging report to prioritise your follow-up queue — focus on the highest-value claims in the Late and Critical buckets first.
Access the full aging breakdown from **Reports → Insurer Aging** in the main navigation.
## Using Revenue Data for Follow-Up
Turn your revenue summary into an actionable follow-up list by working through the data systematically.
From the Revenue Summary, look at the **Outstanding Insurer Balances** section. Sort by balance amount (descending) to surface the schemes where the most money is still owed. Start your follow-up effort with the largest balances — they have the greatest impact on cash flow.
Click on an insurer balance to open the underlying claims list. Review each claim's:
* Current status (Submitted, Awaiting Response, Approved, Rejected)
* Submission date and last activity date
* Claim value and any partial payments already received
This detail view tells you exactly which claims need attention and which are already moving through the insurer's process.
Filter the claim list to **Awaiting Response** status and sort by submission date. For any claim submitted more than 30 days ago with no status update:
1. Note the claim reference number and submission date.
2. Contact the insurer's provider helpline or portal with this information.
3. Log the follow-up activity in the claim's notes field in Sigma, including the date and the name of the person you spoke to.
Regular follow-up on stalled claims is the single most effective action you can take to shorten the collection cycle.
From the Revenue Summary, click **Claims Rejected** to see the full rejection list. Sort by value to prioritise the highest-value rejections.
For each rejected claim:
1. Open the claim record and review the rejection reason code.
2. Correct the issue (update authorisation numbers, fix code mismatches, amend provider details).
3. Revalidate and resubmit from the same claim record.
Aim to resubmit rejected claims within 5 business days of receiving the rejection. Many schemes have a resubmission window — missing it means writing off the revenue.
Review your revenue summary at least once a week. Catching rejected or stalled claims early — before they age past 60 days — gives you the best chance of recovering the full amount. A weekly 30-minute review is enough to stay ahead of most collection problems.
## Related
Manage your full claims queue, track submission statuses, and configure scheme validation rules.
Post remittances, record patient payments, and review payment history.
Match insurer remittances to approved claims and close the revenue trail from visit to cash.
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