Intake Efficiency Dashboard

Coming Soon! Go to 'Dashboards' on the site menu and select the Intake Efficiency Dashboard to review:

• Average Days Per Stage of Workflow for:
  • Practitioner Leads
  • Practitioner Opportunities
  • Patient Leads
  • Patient Opportunities
  • Authorization Workflows
• Average Days Per Stage, month over month (based on when that stage was started) for each of the stages of:
  • Practitioner Lead Workflows (Prospect, Interview Pending, Candidate Review)
  • Practitioner Opportunity Workflows (Prospect, Candidate Review, Offer, Onboarding)
  • Patient Lead Workflows (Prospect, Application Pending)
  • Patient Opportunity Workflows (Prospect, Application Pending, Application Review, Authorization Pending (total time from Assessment Authorization to Completion of opportunity))
  • Authorization Workflows (Assessment Authorization, Assessment, Assessment Review, Service Authorization)
• Average Days Per Stage Per Business Unit / Intake Specialist for each of the stages above