Business Intelligence Dashboards

Insights / Business Intelligence Dashboards Accounts Receivable Dashboard

The Accounts Receivable dashboard displays receivables by funding source and payor mix by outstanding dollar amount. Track collection issues by tracking paid amounts and auditing month over month billing versus payment trends, to improve your financial performance. This dashboard displays:

  • Client charges by location: a sum of all client charges over the last year broken out percentage per location
  • Total charges: a sum of all client charges over the last year
  • AR aging: a sum of all current outstanding Accounts Receivable broken out into percentage by aging bucket
    • A sum of all current Accounts Receivable broken out into aging buckets and sorted by payor in descending order
  • Client charges by payor: a financial sum of all client charges over the last year broken down by payor
  • Client charges by month: a financial sum of all client charges over the last year broken down by month

This dashboard contains the following filters:

  • Filter by Payor
  • Filter by Date Range

Click on the following features to run and export reports:

  • Charges by Client Location
  • AR Aging
  • Client Charges by Payor
  • Outstanding AR Breakdown

Learn how to access the Accounts Receivable dashboard.

Insights / Business Intelligence Dashboards Appointment Summary Dashboard

The Appointment Summary dashboard allows you to benchmark your practices’ overall performance and appointment trends by payor, client location, and more, to improve your scheduling performance. The information contained in this dashboard shows a summary of billing entry data for your organization, from the Billing module. This dashboard displays:

  • Client count: a count of all clients with an appointment within the last six months
    • Matches the number of clients with billing entries with the same date range in the billing screen
  • Hours worked vs appointments: number of appointments per month vs the number of hours worked
    • Equals the number of entries and the sum of hours when no filters are applied to the billing screen
  • Appointments by payor: number of appointments over the last six months, broken out by month and sorted by payor
    • Equals the number of entries that appear when the payor is filtered in the billing screen
  • Appointments by location: number of appointments over the last six months, broken out by month and sorted by location
    • Equals the amount of billing entries based on the client’s location in the billing screen

This dashboard contains the following filters:

  • Filter by Provider: matches the Providers column in the billing screen
  • Filter by Client: matches the Client column in the billing screen
  • Filter by Payor: matches the Payor column in the billing screen
  • Filter by Date Range: reflects billing entries in the billing screen

Learn how to access the Appointment Summary dashboard.

Insights / Business Intelligence Dashboards Authorization Analysis Dashboard

The Authorization Analysis dashboard tracks authorization usage for clients to receive the care they need and have been approved for. In this dashboard, you can identify payors, locations, or managers who have below average utilization of authorized hours. Also, view which authorizations need to be renewed and updated, with the ability to view high numbers of expiring authorizations each month, to improve your financial and scheduling performance. The information contained in this dashboard comes from the information in the Authorizations sections of the Billing module.

This dashboard displays:

  • Hours worked by location: the number of worked visits versus the number of authorized visits broken out by location
    • Matches the Authorized and Worked hours columns in the Authorizations screen
  • Utilization by location: the ratio of number of worked visits to the number of authorized visits broken out by location
  • Top payor utilization: a list of payors with the highest ratio of number of visits worked to number of authorized visits
  • Bottom payor utilization: a list of payors with the lowest ratio of number of visits worked to number of authorized visits
  • Top managers utilization: a list of managers with the highest ratio of number of visits worked to number of authorized visits
  • Bottom managers utilization: a list of managers with the lowest ratio of number of visits worked to number of authorized visits
  • Upcoming authorization expirations: a count of the number of authorizations that will be expiring over the next year, broken down by month
    • Matches the Until column in the Authorizations screen

This dashboard contains the following filters:

  • Filter by Manager: matches the Manager column in the Authorizations screen
  • Filter by Payor: matches the Payor column in the Authorizations screen
  • Filter by Date Range: the dates chosen reflect authorizations in the Authorizations screen

Click on the following features to run and export reports:

  • Hours Worked by Location
  • Utilization by Location
  • Top Payor Utilization
  • Bottom Payor Utilization
  • Top Manager Utilization
  • Bottom Manager Utilization
  • Upcoming Authorizations Expirations

Learn how to access the Authorization Analysis dashboard.

Insights / Business Intelligence Dashboards Behavioral Tech KPIs Dashboard

The Behavioral Tech KPIs dashboard tracks your clinical technicians’ performance towards targets with unconverted timesheets that measure the average time from appointment to conversion, as well as billable hours charged versus established goals, to improve your clinical performance. This dashboard displays:

  • 30 day status KPIs: a distinct count of clients, unconverted appointments, and calculation of average conversion lag (the difference between the time of the appointment to the time of the billing entry was created) over the last 30 days
  • Cancellation by reason: a breakdown of all cancelations over the last 30 days into percentage by reason
  • Monthly breakdown: a sum of all time worked over the last six months broken out into billable, non-billable, and drive time in hours and sorted by month
  • Time allocation: a sum of all time worked over the last six months broken out into percentages of billable, non-billable, and drive time

This dashboard contains the following filters:

  • Filter by Date Range

Click on the following features to run and export reports:

  • Cancellation by Reason
  • Monthly Breakdown

Learn how to access the Behavioral Tech KPIs dashboard.

Insights / Business Intelligence Dashboards Cancellation Analysis Dashboard

The Cancellation Analysis dashboard displays cancelled appointments by time of cancellation, location, client, and employee, to improve your scheduling performance. The data contained in this dashboard comes from the information in the View As Grid section of the  Scheduling module.

This dashboard displays:

  • Hours cancelled: the total number of hours cancelled in the last 30 days
    • This number reflects the Total Hours of cancelled appointments located under the Stats tab on the left hand-side of the View As Grid screen
  • Cancellation rate: percentage of total hours scheduled for appointments that have been cancelled
  • Cancellations by client: a list of the 15 clients who cancelled the highest number of appointment hours over the last 30 days
    • The client and total hours of appointments cancelled matches the cancelled appointments in the View As Grid screen
  • Reasons for cancellation: a sum of cancelled hours over the last 30 days broken out in percentage by reason
    • Groups the sum of hours cancelled by the custom cancellation reasons
  • Cancellation by location: a count of cancellations over the last 30 days broken out by reason and sorted by location
    • Shows the sum of cancelled hours by provider’s primary location and is stacked by cancellation type (i.e. Client, provider, other)
  • Cancellation by provider: a count of cancellations over the last 30 days broken out by reason and sorted by provider
    • Groups providers by the sum of cancelled hours, as seen in Total Hours under the Stats tab in the View As Grid screen, and is stacked by cancellation type (i.e. Client, provider, other)
  • 30 day appointment cancellation trends: the total number of cancellations per day over the last 30 days

This dashboard contains the following filters:

  • Filter by Provider: matches the Principal on appt. filter at the top of the View As Grid screen
  • Filter by Client: matches the Appointment with column of the View As Grid screen
  • Filter by Date Range: the dates chosen reflect the appointments in the View As Grid screen

Click on the following features to run and export reports:

  • Cancellations by Client
  • Reasons for Cancellation
  • 30 Day Appointment Cancellation Trends
  • Cancellation by Location
  • Cancellation by Provider
  • Cancellation Rate

Learn how to access the Cancellation Analysis dashboard.

Insights / Business Intelligence Dashboards Claims Analysis Dashboard

The Claims Analysis dashboard tracks your practice’s clean claim rates and ensures you are continuously maintaining them across all funding sources. Also, identify funding sources’ payment issues below established standards, to improve your financial performance. The data contained in this dashboard comes from the information in the Claims module.

This dashboard displays:

  • Claims count: a total count of all claims created over the last six months
    • Matches the All column when it is selected in the Claims Manager screen
  • Claim status: a total count of all claims created over the last six months broken into percentages of clean claims and rejections
  • Claim trends: a count of the number of claims created over the last six months broken out by individual month
    • Matches the Created column in the Claims Manager screen
  • Insurance company claims: a count of all claims created over the last six months broken out by insurance company
    • Matches the Payor column in the Claims Manager screen

This dashboard contains the following filters:

  • Filter by Payor: matches the Payor column in the Claims Manager screen
  • Filter by Claim Status
  • Filter by Date Range: the dates chosen reflect claims in the Claims Manager screen

Click on the following features to run and export reports:

  • Insurance Company Claims

Learn how to access the Claims Analysis dashboard.

Insights / Business Intelligence Dashboards Demographics Dashboard

The Demographics dashboard compares staffing locations against clients’ locations and service needs, to smartly allocate current staff and new hires. With this dashboard, you can view the average client age to define experience requirements when hiring new technicians, to improve your clinical performance. This dashboard displays:

  • Contact types: all current contacts broken into percentages of clients and employees
  • Client count: a count of all current clients
  • Gender distribution: all current contacts broken into percentages by gender
  • Age by gender: count of current contacts broken down by gender and sorted by age

This dashboard contains the following filters:

  • Filter by Location

Click on the following features to run and export reports:

  • Contact Types
  • Gender Distribution
  • Age by Gender

Learn how to access the Demographics dashboard.

Insights / Business Intelligence Dashboards My Appointments Dashboard

My Appointments is a complementary dashboard accessible to all users. View your scheduling performance and appointment trends by payor, client, and more. The data contained in this dashboard comes from the information in the Billing module.

This dashboard displays:

  • Hours worked: a sum of hours worked over the last six months
    • This number is the same as the total in the Hrs column of the Billing screen, with the same date range
  • Distinct Clients (client count): a count of individual clients over the last six months
    • The number of clients matches the Client column in the Billing screen, with the same date range
  • Hours worked vs appointment trending: a comparison of hours worked and number of appointments broken out by month
    • The number of appointments matches the number of entries in the Billing screen. The total hours of the appointments is compared to the number of appointments in the same date range
  • Hours worked by payor: a sum of the total number of hours worked over the last six months grouped by payor and broken down by month
    • The percentage breakdown matches the total hours by payor divided by the total hours in the Hrs column in the Billing screen, with the same date range
  • Hours worked per client: a total of hours worked for each distinct client over the last six months
    • This number and the client names match the total hours worked for each client in the Hrs column in the Billing screen, with the same date range

This dashboard contains the following filters:

  • Filter by Date Range: the dates chosen reflect billing entries in the Billing screen
    • When selecting a date range, billing entries with the same date range contain the same payor and client information that is shown in the My Appointments dashboard
  • Filter by Client: matches the Client column in the Billing screen
  • Filter by Payor: matches the Payor column in the Billing screen

To view the My Appointments dashboard, click here.

Insights / Business Intelligence Dashboards Revenue Cycle KPIs Dashboard

The Revenue Cycle KPIs dashboard tracks and measures your practice’s performance and growth, with days sales outstanding (DSO) on a month-to-month and year-to-year basis. View accounting aging percentages by categories, to improve your financial performance. This dashboard displays:

  • Year over year payments: a sum of payments made by month during the previous and current calendar years. Payments considered: cash, check, credit cards, and electronic
  • Days sales outstanding trend: a trend of average DSO per month during the previous and current calendar years
  • Current AR aging: a financial sum of all current accounts receivable broken out into aging buckets
  • Client charges: financial trending information representing the sum of client charges per month over the last year
  • Outstanding AR payor mix: a total of all outstanding accounts receivable broken out by payor

This dashboard contains the following filters:

  • Filter by Payor
  • Filter by Date Range

Click on the following features to run and export reports:

  • Outstanding AR Payor Mix
  • Current AR Aging
  • YOY Payments
  • DSO Trend

Learn how to access the Revenue Cycle KPIs dashboard.

Insights / Business Intelligence Dashboards Staff Capacity Dashboard

The Staff Capacity dashboard tracks hours scheduled, versus hours available by each employee to maintain staff retention rates and improve your clinical and scheduling performance. The information contained in this dashboard comes from the information in the Billing module.

This dashboard displays:

  • Time worked KPIs: a breakdown of individual sums for billable and non-billable hours as well as drive time over the last 90 days
  • Total hours worked: a breakdown of percentages for billable and non-billable hours as well as drive time over the last 90 days
  • Utilization by month: the ratio of number of hours worked to hours requested trending by month over the last six months
  • Utilization by location: the ratio of number of hours worked to hours requested over the last 90 days broken out by location

This dashboard contains the following filters:

  • Filter by Provider: matches the Providers column in the Billing screen
  • Filter by Location: pulls the provider’s primary location, found in their profile
  • Filter by Date Range: the dates chosen reflect billing entries in the Billing screen

Click on the following features to run and export reports:

  • Utilization by Location
  • Utilization by Month

Learn more about maintaining staff retention rates and accessing the Staff Capacity dashboard.

Insights / Business Intelligence Dashboards Staff Productivity Dashboard

The Staff Productivity dashboard tracks your staff’s productivity based on established targets. View information by employee name, office location, and more, to improve your clinical and scheduling performance. The information contained in this dashboard comes from the information in the Billing module.

This dashboard displays:

  • Time worked KPIs: a breakdown of individual sums for billable and non-billable hours as well as drive time over the last 90 days
  • Total hours worked: a breakdown of percentages for billable and non-billable hours as well as drive time over the last 90 days
  • Billable vs target hours: a comparison of total billable and total target hours per month
  • Hours worked by month: a breakdown of total billable and non-billable hours per month
  • Hours by location: a sum of the number of worked at each location over the last 90 days broken out into billable and non-billable segments

This dashboard contains the following filters:

  • Filter by Provider: matches the Providers column in the Billing screen
  • Filter by Location: pulls the provider’s primary location, found in their profile
  • Filter by Date Range: the dates chosen reflect billing entries in the Billing screen

Click on the following features to run and export reports:

  • Billable vs Target Hours
  • Hours Worked by Month
  • Hours by Location

Learn how to access the Staff Productivity dashboard.

Insights / Business Intelligence Dashboards Supervisor KPIs Dashboard

The Supervisor KPIs dashboard provides clinical supervisors with key metrics to measure their technicians’ performance and identifies issues in specific areas, to improve clinical performance. This dashboard displays:

  • 30 day status KPIs: KPIs regarding the sum of total hours worked, count of distinct clients, and average conversion lag (the difference the time of the appointment to the time the billing entry was created) over the last 30 days
  • Time allocation: a sum of all time worked over the last six months broken out into percentages of billable, non-billable, and drive time
  • Cancellation by reason: a breakdown of cancellations over the last six months into percentage by reason
  • Top 10  procedure codes: a list of the 10 procedure codes that were used the most in the last six months
  • Top 10 unconverted appointments by provider: a list of the 10 providers with the most unconverted appointments over the last six months
  • Hours worked by month: a sum of all time worked over the last six months broken out by month

Click on the following features to run and export reports:

  • 30 Day Cancellations by Reason
  • Top Procedure Codes
  • Top Unconverted Appointments by Provider
  • Hours Worked by Month

Learn how to access the Supervisor KPIs dashboard.

Insights / Business Intelligence Dashboards Task Summary Dashboard

The Task Summary dashboard tracks opened and outstanding tasks by each employee, ensuring team members are progressing with projects and to dos. This dashboard displays:

  • Overdue tasks: the total number of tasks that have been categorized as overdue opened in the last six months
  • Task count by assignee: a list of the 25 assignees with the highest number of tasks over the last six months
  • Task status: a breakdown of total number of tasks over the last six months by percentage of open and closed
  • Open task aging: a count of open tasks broken out into aging buckets
  • Task status by month: a breakdown of total number both open and closed tasks by month
  • Top 10 tasks by template: a list of the 10 templates with the most tasks over the last six months

This dashboard contains the following filters:

  • Filter by Assignee
  • Filter by Date Range

Click on the following features to run and export reports:

  • Task Count by Assignee
  • Task Status
  • Top Tasks by Template
  • Open Task Aging
  • Task Status by Month
  • Top Tasks by Template

Learn how to access the Task Summary dashboard.