Insights

The Insights module (formerly, the Reporting module) is represented by the graph icon and includes all the reports within the system, along with advanced dashboards and graphs to measure and track key performance metrics.

Billing / Insights Viewing and Downloading the RCM Report

With the RCM report, users can view revenue, payments, receivables, overpayments, resolutions, and payor trends. Click here to learn more about the RCM report.

To view the RCM report:

  1. Navigate to the Billing module and select RCM Report (Formerly Sales)
    • Or, navigate to the Insights module and select Report Home
      • Click RCM on the left-hand side
  2. Filter the report by:
    • Selecting the payor or client bubbles on the top of the report
    • Selecting a desired date range by clicking on the calendar drop-down
  3. Add the appropriate search filters in the Add filters… search bar. Hovering over the search icon will display a list of available filters. 
  4. Click on a red or blue bubble in each chart to view a summary of the over payments and receivables insurance information with the number of clients that have that plan, or clients’ information found in their Profiles.

5. If the report is filtered by payor, clicking the “+” next to the payor’s name in the “Name” column of the grid will open another line level of clients’ IDs that have that insurance. Clicking the “+” next to a client’s ID will open another line level of the date of service.

  • If the report is filtered by client, clicking the “+” next to the client’s ID in the “Name” column of the grid will open another line level of the clients’ insurance. Clicking the “+” next to the client’s insurance will open another line level of the date of service.

6. Click the “Insurance” and “Patient” columns in the grid to sort by:

  • ↑: ascending order.
  • ↓: descending order.

7. The report can also be exported and downloaded to your computer.

To download the report:

  1. Click the cloud icon on the top right-hand side and select CSV or Text file
  2. In the “Export” pop-up, select Go To Files to be directed to the Files module
  3. Click on the file and select Download File
  4. Click on the link to download the file to your computer

Billing / Insights Viewing and Downloading the Receivables Report

With the Receivables report, users can view overpayments and receivables by payor and client. Click here to learn more about the Receivables report.

To view the Receivables report:

  1. Navigate to the Billing module and select Receivables Report
    • Or, navigate to the Insights module and select Report Home
      • Click Receivables on the left-hand side 
  2. Filter the report by:
    • Date of service or first billed
      • Please note, currently, only “date of service” links to the Billing module.  
    • Net, outstanding, or overpayments
      • On the left-hand side, “AR Outstanding,” “Over Payments,” and “AR > 90 Days” changes based on the selected filter.
    • Sorting by payor or client
  3. Add the appropriate search filters in the Add Filters… search bar. Hovering over the search icon will display a list of available filters.
  4. The circular, triangular, and diamond shapes represent primary, secondary, and tertiary insurance
    • Select a shape to view a summary of the insurance information with the number of clients that have that plan, or clients’ information found in their Profiles.

 

5. In the “Aging Breakdown,” clicking each “color” will open up a summary of information in each aging bucket.

6. If the report is filtered by payor, clicking the “+” next to the payor’s name in the “Name” column of the grid will open another line level of clients’ IDs. Clicking the “+” next to a client’s ID will open another line level of the date of service.

  • If the report is filtered by client, clicking the “+” next to the client’s ID in the “Name” column of the grid will open another line level of the clients’ insurance. Clicking the “+” next to the client’s insurance will open another line level of the date of service.

  • There is a “Totals” row when clicking the “+” next to each date of service, as well as a total amount for all clients with that payor.

7. Click “Insurance” and “Patient” in the grid to sort by:

  • ↑: ascending order.
  • ↓: descending order.

8. The report can also be exported and downloaded to your computer.

To download the Receivables report:

  1. Click the cloud  icon on the upper right-hand side and select CSV or Text file
  2. In the “Export” pop-up, select Go To Files to be directed to the Files module
  3. Click on the file and select Download File
  4. Click on the link to download the file to your computer

Insights Assigning Permissions to the Insights Module Reports and Dashboards

To assign users permissions to access the  Insights module reports and dashboards:

  1. Navigate to the  Insights module and select  Settings
  2. Select which reports you want to give a user permission to, by clicking the checkbox  icon and then Add Access on the right-hand side

3. Add a label in the Choose a label search bar

4. Or, enter the name of the employee in the Choose an Employee search bar and select a permission level from the Permission level drop-down

    • Basic: the user can run the report only for themself.
    • Network Manager: the user can run the report for everyone they are connected to.
    • Organization Administrator: the user can run the report for everyone in the organization.

5. Click Add Access

Insights KPI Settings Explained

The Staff Capacity dashboard allows organizations to maintain staff retention rates by allowing employees with certain permissions to input the amount of hours they want to work each month. Admins can then view if employees are reaching their targets in the Staff Capacity dashboard.

Employees must have these Human Resources permissions:

  • Settings > Manage Employees
    • The x grey box should turn to a green checkmark

After setting up permissions:

  1. Navigate to the Human Resources module and click Employees
  2. Click on the employee and then KPI settings
  3. You will see two options
    • Target Billable Hours: organizations can Enter adjustment and input the amount of hours they want the employee to work each month
    • Employee Requested Hours: employees can Enter adjustment and input the amount of hours they want to work each month
  4. Click Save

Click here to learn how to view the Staff Capacity dashboard.

Click here to learn how to store other employee information.

Insights Downloading a Dashboard

After upgrading, you will see 14 standard dashboards. Administrators can download and save a copy of each dashboard as either an Excel or CSV file.

To save a copy:

  1. Navigate to the  Insights module and click Report Home
  2. Click on any of the 14 dashboards
  3. Click the download icon on the right-hand side and select the Export Excel drop-down
  4. Choose either Export Excel or Export CSV and the file will be downloaded to your computer

Insights Request Access to CR Insights Advanced Reports and Dashboards

To request upgraded access to CR Insights dashboards and advanced reporting:

  1. Navigate to the  Insights module and select Report Home
  2. Hover over any inactive dashboard tile to view a description
  3. Click the arrow icon of any inactive dashboard tile for the upgrade information opt-in form

4. Enter your email address and select REQUEST INFORMATION

5. Once upgraded, you will have access to all 14 dashboards, as seen below