Admin Guide: Enable BI & Configure Dashboard Access

This guide explains how to:

• Enable Business Intelligence dashboards for a practice
• Grant access to dashboards based on resource

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Enable Business Intelligence for a Practice

Activate BI Dashboards for a specific practice so users can access analytics.

Steps

1. Go to Admin → Search for the practices
2. Navigate to Account Management
3. Navigate to Basics Section
4. Select Business Intelligence (Superset)
5. Click Save
   

Results

• Business Intelligence dashboards become available in the navigation menu of the EHR Practice Admin
  
• Eligible users can now access dashboards (based on user permissions)
  

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Assign Dashboard Access by Resource

Control which dashboards each user can access.

1. Go to Administration → Resource Management →  Resource Setup
2. Navigate to Edit Resource Information
3. Navigate to WRSAdmin-Only
   
4. Locate BI Dashboard Permissions
   
5. Assign access to all or specific authorized dashboards below:
   • Billing Insights
   • Demographic Insights
   • Scheduler Insights
   • Clinical Insights
6. Click Save.