Business Intelligence Dashboards

Navigation & Usage Guide

Recognizing the need for more intuitive and accessible information, the EHR system has been enhanced with interactive analytics dashboards. These dashboards provide clear, actionable insights to support informed decision-making and improve overall practice performance.

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Available Dashboards

1. Billing Insights
   Gain visibility into your financial performance, track revenue cycles, and optimize profitability.
2. Scheduling Insights
   Improve staff productivity and reduce downtime with detailed scheduling insights.
3. Demographics Insights
   Understand your patient population, identify growth opportunities, and tailor services effectively.
4. Clinical Insights
   Gain deeper visibility into patient care and clinical performance through real-time data, enabling smarter decisions, improved outcomes, and more efficient workflows.

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Accessing Insights Dashboards

To access dashboards within your practice, you must first be granted access by your EHR system administrator. Once permissions are assigned, the dashboard menus will become available in your account.

Steps

1. Login to your EHR.
2. Navigate to the Business Intelligence menu, then select any of the dashboards available from the dropdown.
   

The selected dashboard will open on the main dashboard page. 

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Navigating Dashboard Features

Each dashboard is composed of the following components:

1. KPI Cards
   Display high-level metrics and key performance indicators at a glance.
   
2. Charts & Graphs
   Provide visual insights such as trends, comparisons, and data breakdowns.
   
3. Filters
   Allow you to control and refine the data displayed across the dashboard.
   

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Using Filters

Filters help you customize the data view based on your needs.

Time Range Filter

• Select a predefined time period or define a custom date range.
• Changes are applied instantly—no need to click Apply Filters.
  

Other Filters

Apply & Clear Filters

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Dashboard Actions & Controls

Chart Menu Options

Each chart includes a menu with the following actions:

1. Zoom into chart data
2. Refresh data
3. Download data (CSV or Excel)

Fullscreen Mode

• Click Enter Fullscreen to expand the dashboard view or display to fit into your screen.
• Click to exit fullscreen
  

 

Collapse the left filter pane

Use the collapse option on the filter panel to hide the filters and expand the dashboard viewing area. This gives more space to view KPI cards, charts, and full metric values. 

 

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Working with Tables (Pivot Tables)

For  data represented with pivot Tables:

• Click the sort icon beside a column header
  • First click → Ascending order
  • Second click → Descending order

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Interacting with Dashboards

• Hover for details
  Move your cursor over charts to view exact values and additional data.
• Click to drill down (if enabled)
  Click on chart elements (bars, lines, segments) to explore more detailed data.
• Use filters together
  Combine multiple filters (e.g., Provider + Location + Time Range) to refine results.
• Reset when needed
  Use Clear All to quickly return to the default view.
• Refresh data
  If the dashboard appears outdated, use the refresh option in the chart menu.