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Dashboards

Dashboards are collections of easy-to-read visualizations and lists that put key metrics at your fingertips, so you can track progress, identify trends, and make informed decisions— helping your organization provide more effective care.

Dashboards can be created and personalized according to your needs.

Dashboards in the system include:

  • Authorization Workflow - View count of authorization workflows per status.

  • Authorizations Dashboard - View count of authorizations per payer, business unit, or expiring month.

  • Opportunity Dashboard - View count of opportunities per status.

  • Qualifications Dashboard - View expired/expiring practitioner qualifications, qualifications per status reason, and practitioners per qualification.

  • RCM Dashboards

Session Data​

The Session Data Dashboard gives your clinical managers a bird's eye view of the clinical data being collected in your organization.

The Data Analysis report gives you visibility to data collection and treatment progress accross your entire organization. Filter by practitioner, patient, skill acquisition domain/subdomain, or target status and review target graphs for the selected date range. Hover on a data point or a condition change line to review its details.

The BT Data Per Day report allows easy monitoring of practitioner performance. Filter by practitioner or patient to ensure the amount of data collection per day is meeting your organization's standards.

The Care Plans report is an organized view of each patient's complete care plan. Filter by practitioner, patient, skill acquisition domain/subdomain, or target status and review target configurations, instructions, intervention techniques, etc. for full visibility to your organization's care plans.

The Session Notes report is a clear view of all session notes in your organization. Filter by practitioner, patient, and procedure code to review session notes collected in the date range selected.

note

To reset all filters you applied to the report, simply refresh your browser.

Supervision Ratios​

The Supervision Ratios Dashboard gives you an easy way to monitor how much supervision each practitioner and patient are receiving.

This report calculates the ratio of supervision (Direction of Technician services) to direct care services based on the filters you select.

  • Filter by patient/practitioner to see how much supervision they received
  • Filter by month
  • Choose to include/exclude submitted sessions
  • Filter by patients/practitioners with less than 5/10/20 % supervision ratios
  • Filter by specific authorization to review
  • Click the link icon on any row in the results table to open the Encounter Service in a new tab.
note

To reset all filters you applied to the report, simply refresh your browser.

Utilization​

The Utilization Dashboard gives you a streamlined way to track the utilized and remaining hours for each authorization service, empowering your organization to create schedules that maximize utilization.

The report is divided into 3 tabs:

  1. Total (default): this tab display the percent utilized for all authorization services, no matter how they are authorized. For example, a service authorized as 10 hours per week would still show on this tab, and the percent utilized will be based on the hours utilized out of 10 hours * the amount of weeks in the authorization period.
  2. Weekly: this tab gives you a focused view of utilization for every individual week, for authorization services authorized per week. This empowers you to flag weeks with low utilizations, and make scheduling adjustments as needed.
  3. Monthly: this tab gives you a focused view of utilization for every individual month, for authorization services authorized per week. This empowers you to flag weeks with low utilizations, and make scheduling adjustments as needed.
Filter Tips
  • Use the Business Unit filter when focusing on a specific department of your organization, or the service filter when reviewing utilization for a specific service.
  • When focusing on utilization rates for past weeks, consider filtering by just submitted sessions, in case providers forgot to cancel some sessions that never occurred. You can also adjust the global date filter to show authorization services for the last 6 months.
  • When focusing on the utilization rates of upcoming schedules, clear the session status filter so all future sessions are included and adjust the global date filter to show authorization services for the next 6 months.
  • To reset all filters you applied to the report, simply refresh your browser.