This release introduces a major upgrade to the analytics experience through a new and improved reporting tool, providing users with a more flexible, modern, and user-friendly platform for exploring data and insights.

Along with this migration, the dashboards have been enhanced with an improved user interface, cleaner visual organization, more compact layouts, and practical filtering capabilities. These improvements make it easier for users to explore data, identify trends, and act on key insights.

This release includes enhanced analytics dashboards across four key areas: Billing, Demographics, Scheduler, and Clinical. Together, these dashboards provide a more connected view of practice performance across revenue, patient population trends, appointment activity, and clinical care insights.

Key Enhancements

Reporting Platform Upgrade

This release introduces an upgraded reporting foundation designed to support improved dashboard performance, stronger scalability, and future analytics enhancements across the platform.

Improved UI/UX

Enhanced interface with a cleaner, more intuitive, and visually engaging design—making dashboards easier to navigate and insights quicker to interpret.

Compact & Organized Graphs

Optimized chart layouts that present information in a more structured and space-efficient way, reducing visual clutter and improving readability across dashboards.

Enhanced Filtering Experience

More practical and user-friendly filters that allow users to easily refine data by key dimensions (such as date, provider, location, and payor), helping you quickly find the information most relevant to your patients and operations.

Impact and Benefits

  • Faster and more responsive dashboards
  • Improved clarity and usability of data visualizations
  • Better operational and financial visibility
  • Enhanced ability to identify trends and take action
  • Faster access to key insights during patient and operational review
  • Stronger foundation for future analytics and AI-driven insights

Main Dashboards

Billing DashboardBilling Dashboard
Demographics DashboardDemographics Dashboard
Scheduler DashboardScheduler Dashboard
Clinical DashboardClinical Dashboard

 

Check Business Intelligence User Guide and Business Intelligence Admin Configurations for the full workflow guide.


Demo

Take a sneak peek at the new experience, click this demo link or the image below.

Enablement

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