Overview — cash collected, claims submitted, and payer balances at a glance: payments posted in the last 30 days, claims awaiting a payer response, denial rate, aging, and average days to payment, plus a snapshot of your claims mix and outstanding balances.

Patients — patients on file for manual claim submission.

Appointments — your schedule and appointment payment collection. After a card, cash, or check payment is collected, choose Print receipt to open a receipt with the patient's name in a new tab, then print it or save it as a PDF. To reprint later, open the visit's copay menu and choose View receipt; it lists every payment collected on the visit. Explain copay shows the saved reason for the selected visit's copay, or tells you when the amount needs review. Use it to answer questions at check-in; ask the billing team about other charges or the final bill.

Eligibility — check a patient's insurance coverage and benefits.

Reports — ask questions about your claims, charges, A/R, and encounters in plain English and get a report back, or open a standing report: top-line KPIs, net collection rate, first pass resolution rate, A/R aging, trends, payer mix, denials, procedures, and the scorecard.

Claims — every claim Taiga has touched, with current status and the money flowing through it.

Queues — every work queue your claims move through: what Taiga is working, what needs your team, and what's snoozed.

Prior Auth — authorization requests Taiga is tracking with the payer, from intake through a decision. If your practice isn't set up for prior authorizations, the page says it isn't available.

Remits — remittances received from payers, including paper remits you upload.

Patient Balances — what patients owe after insurance pays, with secure payment requests.

Developers — API keys and partner API documentation, if your team integrates with Taiga programmatically.

Help center — these help articles, opened in a new tab.

Tickets — your team's support requests and a place to contact the Taiga team. A request appears when you sent it or anyone on it uses the email address of a member of the selected clinic; requests from other addresses won't show until that person is invited to your team.

Settings & configuration — the Providers, Facilities, Credentialing, Contracts, and Fee schedules tabs (see Practice records for what each contains and how to request changes), the Bank reconciliation tab, where you connect your bank through Plaid so deposits are matched against insurance remits (see Bank reconciliation), and the Invoices tab, with your monthly Taiga invoices, payable online by card or bank transfer (see Invoices and autopay).

"Data as of ..." instead of "Updated" means the figures came from the overnight billing data sync rather than the live refresh. They're accurate as of that time.

A warning that the view may not reflect recent activity means a refresh has been delayed. The figures shown are still the last good ones; they'll catch up on their own.

"Some claims are not included yet" means the refresh covered part of a very large book. The totals are a floor, not the full picture, and the next refresh fills them in.