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.

Advanced Business Intelligence (ABI) Field Mapping v8.12

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.

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.

Designer Licenses are assigned to users, so that they can create custom dashboards and reports to share near real-time data with other users in the organization. Organizations with an Advanced Business Intelligence (ABI) subscription may have one or more designer licenses. To purchase additional designer licenses, please contact your Account Manager. 

Users with the (Settings > Designer Seat Management) permission enabled can manage designer licenses in the “Settings” section of the Insights module. Without designer licenses, organizations can filter pre-built dashboards, but cannot add filters to reports or create custom dashboards.

Click here to learn how to assign designer licenses.
Click here to learn how to view the Insights module Settings.

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.

The BillMax Payment Summary Report provides insights into claim effectiveness, billed amount vs. agreed charges, forecasting cashflow based on last quarter and quarter-to-date claim activity for BillMax users.

Legend

• Light blue: Total insurance payments 
• Caramel: Total client payments 
• Mustard: Total client receivables 
• Dark blue: Total insurance receivables 
• Red: “Initial bill failed” / Agreed charges amount 
• Navy: Total billed charges 
• Gray: Total agreed charges 

The report contains the following filters and widgets: 

Filters 

• TimeBillingLabelAddedOn > Time Frame > Quarters > This & Last Quarter 
• TimeBillingLabelName > Text > Starts With > Billed By Bronco 
• TimeBilling Deleted Date > List > Years > N/A (Locked) 
• TimeBilling Label Added On > List > Weeks > Included all (Locked) 
• PaymentPayorName > List > Include all 

Widgets 

• Last Quarter-Insurance 
  • Values: Past Quarter Insurance Payments 
    • Formula: ([Total Insurance Payments], [Quarters in TimeBillingLabelAddedOn]) 
      • Filter on TimeBillingLabelAddedOn: Time Frame > Quarters > Last Quarter 
  • Secondary: Past Quarter Total Insurance Receivables  
    • Formula: ([Total Insurance Receivables], [Quarters in TimeBillingLabelAddedOn]) 
      • Filter on TimeBillingLabelAddedOn: Time Frame > Quarters > Last Quarter 
• Current Quarter – Insurance
  • Values: Quarter-to-Date Insurance Payment 
    • Formula: ([Total Insurance Payments], [Quarters in TimeBillingLabelAddedOn]) 
      • Filter on TimeBillingLabelAddedOn: Time Frame > Quarters > This Quarter 
  • Secondary: Quarter-to-Date Receivables 
    • Formula: ([Total Insurance Receivables], [Quarters in TimeBillingLabelAddedOn]) 
      • Filter on TimeBillingLabelAddedOn: Time Frame > Quarters > This Quarter
• Last Quarter – Client 
  • Values: Past Quarter Total Client Payments 
    • Formula: ([Total Client Payments], [Quarters in TimeBillingLabelAddedOn]) 
      • Filter on TimeBillingLabelAddedOn: Time Frame > Quarters > Last Quarter 
  • Secondary: Past Quarter Total Client Receivables 
    • Formula: ([Total Client Receivables], [Quarters in TimeBillingLabelAddedOn]) 
      • Filter on TimeBillingLabelAddedOn: Time Frame > Quarters > Last Quarter
• Current Quarter – Client 
  • Values: Quarter-to-Date Client Payments 
    • Formula: ([Total Client Payments], [Quarters in TimeBillingLabelAddedOn]) 
      • Filter on TimeBillingLabelAddedOn: Time Frame > Quarters > This Quarter
  • Secondary: Client Receivables 
    • Formula: ([Total Client Receivables], [Quarters in TimeBillingLabelAddedOn]) 
      • Filter on TimeBillingLabelAddedOn: Time Frame > Quarters > This Quarter 
• Initial Bill Failed 
  • Values: Initial Bill Failed Agreed Charges 
    • Formula: ([Total Client Charges Agreed Total], [TimeBilling Label Name]) 
      • Filter on TimeBilling Label Name > Text > Starts With > “Initial Bill Fail” 
  • Secondary: Billing Entry Count 
    • Formula: (# of unique TimeBillingId,[TimeBilling Label Name])  
      • Filter on TimeBilling Label Name > Text > Starts With > “Initial Bill Fail” 

Graphs and Tables 

• Last Quarter – Billed by Bronco Weekly Totals 
  • Categories: Weeks in TimeBillingLabelAddedOn 
    • Column: TimeBillingLabelAddedOn 
    • Table: TimeBilling Entity Label 
    • Type: Weeks 
  • Values 
    • Total Insurance Payments 
      • Formula: sum([Insurance Payments]) 
    • Total Insurance Receivables 
      • Formula: sum([Insurance Receivables]) 
    • Total Client Payments 
      • Formula: sum([Client Payments]) 
    • Total Client Receivables 
      • Formula: sum([Client Receivables])
  • Widget Filters 
    • TimeBillingLabelAddedOn > Time Frame > Quarters > Last Quarter 
  • Design (Toggled On) 
    • Stacked 
    • Legend 
      • Bottom 
    • Value Label 
      • Relative values 
      • Total values 
    • X-axis 
      • Grid Lines 
      • Labels 
    • Y-axis 
      • Grid Lines 
      • Labels 
• Current Quarter – Billed by Bronco Weekly Totals 
  • Categories: Weeks in TimeBillingLabelAddedOn 
    • Column: TimeBillingLabelAddedOn 
    • Table: TimeBilling Entity Label 
    • Type: Weeks 
  • Values 
    • Total Insurance Payments 
      • Formula: sum([Insurance Payments]) 
    • Total Insurance Receivables 
      • Formula: sum([Insurance Receivables]) 
    • Total Client Payments 
      • Formula: sum([Client Payments]) 
    • Total Client Receivables 
      • Formula: sum([Client Receivables]) 
  • Widget Filters 
    • TimeBillingLabelAddedOn > Time Frame > Quarters > This Quarter 
  • Design (Toggled On) 
    • Stacked 
    • Legend 
      • Bottom 
    • Value Label 
      • Relative values 
      • Total values 
    • X-axis  
      • Grid Lines 
      • Labels 
    • Y-axis 
      • Grid Lines 
      • Labels 
• Total Insurance Receivables and Billing Items by Payor 
  • Column headers: Payor Name | Total Insurance Receivables | Billing Items 
  • Rows: Payment Payor Name 
    • Column: Payment Payor Name 
    • Table: Payment 
  • Values 
    • Total Insurance Receivables 
      • Formula: sum([Insurance Receivables]) 
      • Ordered by: Descending 
    • Billing Items 
      • count([Time Billing ID]) 
  • Widget Filters 
    • Total Insurance Receivables > Value > “>” > 0.01 
  • Design (Toggled On) 
    • Colors > Alternating Rows 
    • Auto Height 
    • Page Size > Items Per Page > 50 
• Total Insurance Receivables by Payor 
  • Categories: Payment Payor Name 
    • Column: Payment Payor Name 
    • Table: Payment 
  • Values 
    • Total Insurance Receivables 
      • Formula: sum([Insurance Receivables]) 
      • Ordered by: Descending 
  • Widget Filters 
    • Total Insurance Receivables > Value > “>” > 0.0 
  • Design (Toggled On) 
    • X-axis 
      • Grid Lines 
      • Labels 
      • Title: Payor Name 
    • Y-axis 
      • Grid Lines 
      • Labels 
      • Title: Total Insurance Receivables 
• Monthly Sum Based on Date of Service 
  • Column headers: Months in Service Date | Total Billed Charges | Total Agreed Charges Total | Total Insurance Receivables | Total Client Receivables | Billing Items 
  • Rows: Months in Service Date
    • Column: TimeBilling Service Date 
    • Table: TimeBillling 
    • Type: Months 
    • Grand Totals 
  • Values
    • Total Billed Charges 
      • ([Total Client Charges Total]) 
    • Total Agreed Charges 
      • [Total Client Charges Agreed Total] 
    • Total Insurance Receivables 
      • [Total Insurance Receivables] 
    • Total Client Receivables 
      • [Total Client Receivables] 
    • Billing Items  
      • DUPCOUNT([TimeBilling ID]) 
  • Widget Filters 
    • Dashboard Filter > Quarters in TimeBillingLabelAddedOn > Toggled OFF 
    • TimeBilling Label Name > Text > Containing > “Billed by” 
  • Design (Toggled On) 
    • Alternating Rows 
    • Auto Height 
    • Page Size > Items Per Page > 25 
• Monthly Sum Based on Claim Creation 
  • Column headers: Months in TimeBillingLabelAddedOn | Total Billed Charges | Total Agreed Charges Total | Total Insurance Receivables | Total Client Receivables | Billing Items  
  • Rows: Months in TimeBillingLabelAddedOn 
    • Column: TimeBillingLabelAddedOn 
    • Table: TimeBilling Entity Label 
    • Type: Months 
    • Grand Totals 
  • Values 
    • Total Billed Charges 
      • ([Total Client Charges Total]) 
    • Total Agreed Charges 
      • [Total Client Charges Agreed Total] 
    • Total Insurance Receivables 
      • [Total Insurance Receivables] 
    • Total Client Receivables 
      • [Total Client Receivables] 
    • Billing Items
      • DUPCOUNT([TimeBilling ID]) 
  • Widget Filters 
    • Dashboard Filter > Quarters in TimeBillingLabelAddedOn > Toggled OFF 
    • TimeBilling Label Name > Text > Containing > “Billed by” 
  • Design (Toggled On) 
    • Alternating Rows 
    • Auto Height 
    • Page Size > Items Per Page > 25 
• Billed and Agreed Charges – Across Weeks of Claims Activities 
  • Categories: Weeks in TimeBillingLabelAddedOn 
    • Column: TimeBillingLabelAddedOn 
    • Table: TimeBilling Entity Label 
    • Type: Weeks 
  • Values 
    • Total Billed Charges 
      • Formula: sum([Client Charges Total]) 
    • Total Agreed Charges 
      • Formula: sum([Client Charges Agreed Total]) 
  • Design (Toggled On) 
    • Classic
    • Legend > Bottom 
    • Value label > horizontal 
    • X-axis 
      • Grid Lines 
      • Labels 
    • Y-axis 
      • Grid Lines 
      • Labels 

To view the BillMax Payment Summary Report:

1. Navigate to the Insights module and select Revenue Cycle Management 
2. Click the BillMax Payment Summary Report 

The Cancellation Analysis Report analyzes cancelled appointments by hour, location, client, and employee. This helps to ensure clients are not falling behind while maximizing organizations’ revenue.

The report contains the following widgets and filters:

Widgets

• Indicators of: 
  • Total Cancelled Hours w/ # of Cancelled Appointments
  • Cancellation Rate 
• Cancellation by Hour
• Cancelled Hours Over Time
• Cancellation Split (Sources)
• Cancelled Hours by Client 
• Cancelled Hours by Provider
• Cancellation Details

Filters

• Scheduling Date

Click here to learn how to view the Cancellation Analysis dashboard.

The Claims Analysis Report tracks organizations’ claim rates across payors to identify payment issues.

This dashboard displays several widgets and filters:

Widgets

• Total Claims: The total number of claims.
• Daily Average Billing: The balance invested or owed at the end of each day of the billing period.
• MoM Claim Charges Over Time: Displays claim charges each month, highlighting a trend. 
• Claim Volume Matrix: The payor responsibility by claim type.
• Claims By Clients
• Claims By Payor
• Claims Details

Filters

• Years in Claim Entry Date

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

The Demographics Report compares staffing locations against clients’ locations for scheduled appointments.

The report contains the following widgets and filters:

Widgets

• Total Clients Scheduled
• Clients By Gender
• Clients On Schedule By Month
• Age Distribution
• Scheduled Demographic Details

Filters

• Years in Scheduling Date
• Client Active Status
• Provider Active Status
• Client Office Location Name

Click here to learn how to view the Demographics Report.

The Goal Summary Report compares clinical goals across domains, types, and statuses. Breakdowns of this categorical data help clinicians understand their practice’s clinical activities. A summary of the last activity helps track goals in progress.

The report contains the following widgets and filters:

Widgets

• Goal Type by Status 
• Indicators: 
  • Number of Goals
  • Number of Clients 
• Met Goals Over Time by Goal Type 
• Assessment Breakdown 
• Goals in Progress by Last Data Point Date 
• Goals by Domain with Status
• Goals by Status
• Goals Details

Filters

• Goal Status
• Goal Type
• Assessment Type
• Domain

Click here to learn how to view the Goal Summary Report.

The Paycom Payroll Data report is for organizations that use Paycom as a third-party payroll company. This report is located in the Insights module and contains employee payroll information. Organizations can export the report, review, and upload it directly into Paycom. Please note, users should complete all audits and changes at least 24 hours prior to exporting, to ensure all corrected/updated information is included for accurate reporting. Please note, this report is only available with an Advanced Business Intelligence (ABI) subscription.

The grid and export at the bottom of the report contains the following columns: 

• Employee ID: Human Resources module > Employees > Payroll Setup tab > Payroll Employee #
• Date: Reflects the date of service and must be in the MM/DD/YYYY format. 
• Earning Code: The child label attached to the service code on the timesheet, from under the parent label group, “Paycom Earning Codes”. Any overtime calculated by the system will automatically be reflected as “O” in this column.
• Hours: The total corresponding regular, overtime, and drive time hours from the “Earning Code” column. 
• Mileage: To capture mileage reflected on the timesheet (in the “Drive Info” section – “Miles”), the Paycom mileage code must be added as a child label under the parent label group “Paycom Mileage Code” .
• Temporary Rate: The mileage rate from the timesheet. 
• Dollars: The rate from the timesheet.
• Employee Name: The employee’s name. 

The Paylocity Payroll Data report is for organizations that use Paylocity as a third-party payroll company. This report is located in the Insights module and contains employee payroll information. Organizations can export the report, review, and upload it directly into Paylocity. Please note, users should complete all audits and changes at least 24 hours prior to exporting, to ensure all corrected/updated information is included for accurate reporting. Please note, this report is only available with an Advanced Business Intelligence (ABI) subscription.

The grid and export at the bottom of the report contains the following columns: 

• Employee ID: Human Resources module > Employees > Payroll Setup tab > Payroll Employee # 
• DET: A required field that identifies the type of record being imported. Most items reflect as “E”. Typically, items such as mileage reflect as “D”.  
  • E: Earnings
  • D: Deductions
• DETCODE: The child label attached to the service code on the timesheet, from under the parent label group, “Paylocity DETCODES”. 
• Hours: The total corresponding regular and drive time hours from the “DETCODE” column.
• OT Hours: All overtime hours.
• Mileage: To capture mileage reflected on the timesheet (in the “Drive Info” section – “Miles”), the Paylocity mileage code must be added as a child label under the parent label group “Paylocity Mileage Code” .
• TEMP RATE: The rate from the timesheet &/or the mileage rate from the timesheet.
• Employee Name: The employee’s name. 

The Payroll Analysis Report provides reference to payroll data trends and breakdowns. There are operational infographics with employee and pay period data, along with exportable data for item-specific details. 

The report contains the following widgets and filters:

Widgets

• Total Paid Amount
• Pay Type Breakdown
• Payroll Period Trend
• By Employee
• Employee Payroll Details

Filters

• Years in Payroll Entity
• Payroll ID

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

The Practice Summary Report contains metrics highlighting appointment and service hour types. Multiple drill-ins to the practice’s activities are also included.

The report contains the following widgets and filters:

Widgets

• Three indicator widgets including: 
  • Total Service Hours / Client Charges Agreed Total 
  • Total Cancelled Hours / Cancellation Rate 
  • Unconverted Appointments (last 90 days)
• Unconverted Appointments by Provider (last 90 days)
• Cancelled by Month
• Service Hours and Appointments Over Time
• Payor Service Hours
• Service Hours by Location
• Provider by Service Hours and Number of Clients
• Payor by Service Hours and Number of Clients

Filters

• Temporal
  • TimeBilling Creation Date to filter the Billing dataset
  • Scheduling Segment Start Date to filter the Scheduling dataset
• Provider Name
• Payor Name
• Client Name
• Client Office Location

Click here to learn how to access the Practice Summary 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.

The RCM Analysis Report provides insights on payor and client responsibilities. Users can compare total gross charges to net payments, as well as different payment types over time.

The report contains the following widgets and filters:

Widgets

• Total Charges Indicator
• Total Services Indicator
• Gross Charges, Net Payment Over Time, and GCR ratio
• AR by Payor
• AR by Aging Bucket
• AR by Location 
• Total Payments Over Time
• Bad Debt Over Time
• Sales Adjustment Over Time
• Report Details

Filters

• Payor Name
• AR Aging bucket 
• Service Location
• Months in Payment Service Date
• Months in Payment Deleted
• Months in Payment Voided
• Payment Voided

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

The Tasks Summary Report tracks created tasks to ensure all team members are progressing with projects and to dos, by viewing opened and completed tasks by employee.

The report contains the following widgets and filters:

Widgets

• Tasks By Status
• TTM Task Completion
• Open Tasks Aging
• Tasks Details

Filters

• Task Status
• Years in Task Creation Date
• Years in Task Completed Date

Click here to learn how to access the Tasks Summary Report.

The Timesheet Timeliness Report is located in the Insights module and focuses on the time it takes to convert an appointment to a billing entry and uses > 48 hours as an indicator of tardiness. This provides insight into how fast appointments are converted into billable assets. Please note, this report is only available with an Advanced Business Intelligence (ABI) subscription. 

Timesheet conversion is represented as “compliant” or “non-compliant,” in accordance with organizations’ business rules. 

• Compliant billing entry: The respective timesheet was converted within x hours. 
• Non-compliant billing entry: The respective timesheet took x or more hours to convert. 
• Compliant provider: All the provider’s timesheets were converted under x hours. 
• Non-compliant provider: At least one of the provider’s timesheets took x or more hours to convert. 

The report contains the following widgets and filters: 

Widgets 

• Provider Count: Total number of providers who converted timesheets. 
• No Tardies: Number of providers that have always converted on time (within 48 hours). 
• Total number of providers who converted timesheets 
• With Tardies: Number of providers that had at least one conversion > 48 hours. 
• Billing Counts: Total number of converted billing entries from the scheduled event (by all providers). 
• Number of providers that were not compliant 
• Within 48 Hours: Number of billing entries that were converted within 48 hours of the scheduled event. 
• > 48 Hours: Number of billing entries that were converted over 48 hours from the scheduled event. 

The report contains a scatter plot, bar graph, and pivot table.

Scatter Plot: Provider Total Billing Entries and Avg Time to Convert 

• X-axis: Billing Entries 
• Y-axis: Average Time to Convert 
• Point: Provider 

Bar Graph: Compliant and Noncompliant Billing Entry Conversions Over Weeks 

• X-axis: Service Date (Weeks) 
• Y-axis: Billing Entries 
• Color:  
  • Converted Within/on-time conversions
  • Late Conversions /> 48 Hours (Late Conversions />48 Hours)

Pivot Table: Timesheet Conversion Details 

• Provider Full Name 
• Provider ID 
• Created By ID 
• Client Full Name 
• Service Code 
• TimeBilling ID 
• Date of Service 
• Total Conversion Hours Log
  • (Late Conversions is reflected in this color) 

How to View and Download the Timesheet Timeliness Report 

To view the Timesheet Timeliness Report: 

1. Navigate to the Insights module and select the Staff Management folder 
2. Click the Timesheet Timeliness Report 

To download the Timesheet Timeliness Report: 

Only designers can download, duplicate, or delete the report.

1. In the report, click the three dots on the upper right hand side and select either Print to PDF or Publish Changes 
   • Designers can also duplicate or delete the report.