Advanced Business Intelligence

Insights / Advanced Business Intelligence Advanced Business Intelligence Dashboards

Advanced Business Intelligence allows users to create custom dashboards and reports in the Insights module. Users can create dashboards, which hold reports, charts, and other various graph types to analyze, compare, and share data with other users in the organization. This data derives from fields found within CentralReach and the Data Warehouse. Users can choose the source of data when creating custom reports.

Each custom dashboard includes widgets. Widgets allow users to choose how they want to visualize data. Users can select fields found in the “Data source” to compare the data from each field. The data can then be customized by graph type.

Users can also filter the data and redesign the widget.

Once a widget has been created, users can utilize AI to further analyze the data found in the widget. After clicking the lightbulb icon on the right-hand side of the widget, “Exploration Paths” will display breakdowns of the widget information and data trends over time. AI information can then be downloaded as images to local devices.

Once multiple widgets have been created, they can be moved around for users to visually prioritize which KPIs and data are emphasized in the dashboard.

Click here to learn how to edit a dashboard.

Click here to learn how to duplicate and delete a dashboard.

Insights / Advanced Business Intelligence Advanced Business Intelligence Permissions

Users with the following permissions can assign designers to dashboards. These permissions can be enabled via the Permissions module.

  1. Settings > Designer Seat Management
    • Access to manage report designer seats.

Click here to learn about the Insights module’s permissions.

Insights / Advanced Business Intelligence CR Insights: Advanced Business Intelligence

Introducing CR Insights: Advanced Business Intelligence, a new solution for gaining mission-critical data insights via dashboards and reports in the Insights module. Users can access and filter pre-made dashboards, and authorized designers can create custom dashboards and reports to share near real-time data with other users in the organization.

Click here to learn how to create a custom dashboard.

Click here to learn about Advanced Business Intelligence permissions.

Insights / Advanced Business Intelligence The Authorization Analysis Report

The Authorization Analysis Report contains utilization ratios and authorization hours as insights to compare client, provider, and manager authorizations.

The report contains the following widgets and filters:

Widgets

  • % of Auth Hours Used and Total Auth Hours as an Indicator widget
  • % of Auth Hours Used and Total Auth Hours Over Months
  • Upcoming Authorization Expirations 
  • Provider: Scatter Chart comparing Auth Hours by % of Auth Hours Used with Remaining Auth Hours as bubble size.
  • Client: Scatter Chart comparing Auth Hours by % of Auth Hours Used with Remaining Auth Hours as bubble size.
  • Authorizations by Manager: Tree map sized as Auth Hours and colored as % of Auth Hours Used.
  • Utilization Details

Filters

  • Months or Days
  • Provider
  • Client 
  • Manager

Click here to learn how to view the Authorization Analysis Report.

Insights / Advanced Business Intelligence The Productivity Analysis Report

The Productivity Analysis Report contains ratios and percentages to compare productivity over time. Users can analyze hours worked, service hours, and clients by hours worked with the number of billing entries per provider.

The report contains the following widgets and filters:

Widgets

  • Six indicator widgets including:
    • Hours / Session & Total Hours Worked
    • Billable Hrs / Client & Total Billable Hours
    • Non-Billable Hrs / Client & Total Non-Billable Hours 
    • Client / Provider & # of Providers
    • # of Clients & # of Billable Entries
    • Total Drive Time & Total Miles Driven
  • Service Code Type Hours Breakdown
  • Service Hours Over Months* 
  • Payor*: Hours Worked 
  • Provider*: Client #’s by Hours Worked with # of Billing Entries
  • Productivity Detail

Filters

  • Months
  • Payor
  • Provider

Click here to learn how to access the Productivity Analysis Report.