To view the Goal Summary dashboard:

1. Navigate to the Insights module and select Report Home
2. Click the Goal Summary dashboard on the left-hand side
3. The dashboard will be displayed with graphs detailing client/goal count, client goal responsibility, goal types, and goal status.

Click here to learn how to download the Goal Summary dashboard.

To view the Behavior Tech KPIs dashboard:

1. Navigate to the  Insights module and click Report Home
2. Click Behavior Tech KPIs
3. The dashboard will be displayed with graphs detailing 30 day status, cancellation by reason, time allocation, and monthly breakdown.

Click here to learn how to download the Behavior Tech KPI dashboard.

To view the Cancellation Analysis dashboard:

1. Navigate to the  Insights module and Click Report 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 by provider and client, cancellations by hour of the day and day of the week.

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

To view the Claims Analysis dashboard:

1. Navigate to the  Insights module and click Report Home
2. Click Claims Analysis
3. This dashboard will be displayed with graphs detailing claims count, claim trends, and payor claims.

Click here to learn how to download the Claims Analysis dashboard.

To view the Demographics dashboard:

1. Navigate to the  Insights module and click Report Home
2. Click Demographics
3. The dashboard will be displayed with graphs detailing contact types, contact count, gender distribution, age by gender, and contact locations.

Click here to learn how to download the Demographics dashboard.

To view the Revenue Cycle KPIs dashboard:

1. Navigate to the  Insights module and click Report 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.

Click here to learn how to download the Revenue Cycle KPIs dashboard.

To view the Staff Capacity dashboard:

1. Navigate to the  Insights module and click Report Home
2. Click Staff Capacity
3. This dashboard will be displayed with graphs detailing total hours worked, utilization by location, and utilization by month.

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

To view the Staff Productivity dashboard:

1. Navigate to the  Insights module and click Report Home
2. Click Staff Productivity
3. This dashboard will be displayed with graphs detailing total hours worked, hours worked by month, and hours by location.

Click here to learn how to download the Staff Productivity dashboard.

To view the Supervisor KPIs dashboard:

1. Navigate to the  Insights module and click Report 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.

Click here to learn how to download the Supervisor KPIs dashboard.

To view the Tasks Summary dashboard:

1. Navigate to the  Insights module and click Report 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.

Click here to learn how to download the Tasks Summary dashboard.

To view the Authorization Analysis dashboard:

1. Navigate to the  Insights module and click Report Home
2. Click Authorization Analysis
3. The dashboard will be displayed with graphs detailing hours worked by location, utilization by location, top/bottom 10 payor utilization, top/bottom 10 managers utilization, and upcoming authorization expirations.

Click here to learn how to download the Authorization Analysis dashboard.

To view the Appointment Summary dashboard:

1. Navigate to the  Insights module and select Report Home
2. Click Appointment Summary
3. The dashboard will be displayed with graphs detailing total client count, hours worked versus appointment trends, and appointments by primary location and payor.

Click here to learn how to download the Appointment Summary dashboard.

To view the Accounts Receivable dashboard:

1. Navigate to the  Insights module and select Report Home
2. Click Accounts Receivable
3. The dashboard will be displayed with graphs detailing total charges, client charges by location, month, and payor, and outstanding AR breakdown.

Click here to learn how to download the Accounts Receivable dashboard.

To view the My Appointments dashboard:

1. Navigate to the  Insights module and click Report Home
2. Click My Appointments 
3. The dashboard will be displayed with graphs detailing total hours worked, hours worked versus appointments trending, a distinct client count, and hours worked per client and by payor.

Click here to learn how to download the My Appointments dashboard.