Business Intelligence Dashboards

Insights / Business Intelligence Dashboards Viewing the Accounts Receivable Dashboard

To view the Accounts Receivable dashboard:

  1. Navigate to the  Insights module and select Reports Home
  2. Click Accounts Receivable
  3. The dashboard will be displayed with graphs detailing client charges by location, by month, total charges, and much more, as further detailed below:

Insights / Business Intelligence Dashboards Viewing the Appointment Summary Dashboard

To view the Appointment Summary dashboard:

  1. Navigate to the  Insights module and select Reports Home
  2. Click Appointment Summary
  3. The dashboard will be displayed with graphs detailing total client count, hours worked versus appointment trends, and much more, for all the organization’s providers, as further detailed below:

Insights / Business Intelligence Dashboards Viewing the Authorization Analysis Dashboard

To view the Authorization Analysis dashboard:

  1. Navigate to the  Insights module and click Reports Home
  2. Click Authorization Analysis
  3. The dashboard will be displayed with graphs detailing hours worked by location, utilization by location, top payor utilization, and much more, as further detailed on the image below:

Insights / Business Intelligence Dashboards Viewing the Behavioral Tech KPIs Dashboard

To view the Behavioral Tech KPIs dashboard:

  1. Navigate to the  Insights module and click Reports Home
  2. Click Behavioral Tech KPIs
  3. The dashboard will be displayed with graphs detailing 30 day status, cancellation by reason, time allocation, and monthly breakdown, as further detailed below:

Insights / Business Intelligence Dashboards Viewing the Cancellation Analysis Dashboard

To view the Cancellation Analysis dashboard:

  1. Navigate to the  Insights module and Click Reports Home
  2. Click Cancellation Analysis
  3. The dashboard will be displayed with graphs detailing hours cancelled, cancellation rate, cancellation by client, reasons for cancellation, cancellation by location, cancellation provider, and 30 day cancellation by provider, as further detailed below:

Insights / Business Intelligence Dashboards Viewing the Claims Analysis Dashboard

To view the Claims Analysis dashboard:

  1. Navigate to the  Insights module and click Reports Home
  2. Click Claims Analysis
  3. This dashboard will be displayed with graphs detailing claims count, claim status, claim trends, and insurance company claims, as further detailed below:

Insights / Business Intelligence Dashboards Viewing the Demographics Dashboard

To view the Demographics dashboard:

  1. Navigate to the  Insights module and click Reports Home
  2. Click Demographics
  3. The dashboard will be displayed with graphs detailing contact types, client count, gender distribution, and age by gender, as further detailed below:

Insights / Business Intelligence Dashboards Viewing the My Appointments Dashboard

To view the My Appointments dashboard:

  1. Navigate to the  Insights module and click Reports Home
  2. Click My Appointments 
  3. The dashboard will be displayed with graphs detailing your total hours worked, hours worked versus appointment trending, distinct client account, and much more, as further detailed below:

Insights / Business Intelligence Dashboards Viewing the Revenue Cycle KPIs Dashboard

To view the Revenue Cycle KPIs dashboard:

  1. Navigate to the  Insights module and click Reports Home
  2. Click Revenue Cycle KPIs
  3. The dashboard will be displayed detailing year over year payments, days sales outstanding trend, outstanding AR payor mix, current AR aging, and client charges, as further detailed below:

Insights / Business Intelligence Dashboards Viewing the Staff Capacity Dashboard

To view the Staff Capacity dashboard:

  1. Navigate to the  Insights module and click Reports Home
  2. Click Staff Capacity
  3. This dashboard will be displayed with graphs detailing time worked KPIs, total hours worked, utilization by location, and utilization by month, as further detailed below:

Insights / Business Intelligence Dashboards Viewing the Staff Productivity Dashboard

To view the Staff Productivity dashboard:

  1. Navigate to the  Insights module and click Reports Home
  2. Click Staff Productivity
  3. This dashboard will be displayed with graphs detailing time worked KPIs, total hours worked, billable vs target hours, hours worked by month, and hours by location, as further detailed below:

Insights / Business Intelligence Dashboards Viewing the Supervisor KPIs Dashboard

To view the Supervisor KPIs dashboard:

  1. Navigate to the  Insights module and click Reports Home
  2. Click Supervisor KPIs
  3. This dashboard will be displayed with graphs detailing 30 day status KPIs, time allocation, cancellation by reason, top 10 procedure codes, top 10 unconverted appointments by provider, and hours worked by month, as further detailed below:

Insights / Business Intelligence Dashboards Viewing the Task Summary Dashboard

To view the Task Summary dashboard:

  1. Navigate to the  Insights module and click Reports Home
  2. Click Task Summary
  3. This dashboard will be displayed with graphs detailing overdue tasks, task count by assignee, task status, open task aging, task status by month, and top 10 tasks by template, as further detailed below: