CareStack's Practice Analytics feature delivers visualisations and deep data insights, allowing practices to monitor performance closely and drive continuous improvement.
Topics Covered
- Access Practice Analytics Dashboard
- Practice Analytics Dashboard
- Explore Dashboard Functionalities
- Features Inside Every Multi-Metric Card
Access Practice Analytics Dashboard
Let's explore how to access Practice Analytics.
- Navigate to the System Menu > select Practice Analytics.
Practice Analytics Dashboard
All your available dashboards can be found in the All Dashboards section.
You can favourite a dashboard for quick access. To favourite a dashboard,
- Click the star icon next to the intended dashboard.
- You can view favourited dashboards under the Favourites section.
- Click the star icon on a favourited dashboard to Remove From Favourites.
| Note: All Super Admins will have access to system-built dashboards. Super Admins can share the dashboards with other users as needed. |
To share and access the dashboard,
- Click the three-dot menu.
- Select Sharing and Access.
A Share modal will appear.
- Select the required Profile.
- Select the intended users you want to give access to.
- Click Share Selected.
Explore Dashboard Functionalities
Let's explore the different functionalities inside a dashboard. Here, we choose Collection Dashboard as an example.
- Click View to open the relevant dashboard.
- The Collection Dashboard will open with the primary set of filters and other data.
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Location: Utilise the Locations filter to filter the collection dashboard by location.
- By default, the user's location will be selected.
- Users can make use of Date Range filters to filter the metrics by Today, Yesterday, Last 7 Days, Last 30 Days, Last 3 Months, or a Custom date range.
- More Filters: Click More Filters to use additional filter options such as Receipt Type, Provider, Service Type, etc.
- Click the Refresh icon to update the dashboard with the latest data.
- Click Download to download the dashboard.
Features Inside Every Multi-Metric Card
Each dashboard consists of different multi-metric cards. For instance, the collection dashboard consists of 2 multi-metric cards: Collection Performance, and Unapplied Credits Aging.
- A multi-metric card has related metrics and a visual diagram that shows how the key metrics are performing across time.
- For example, Collection Performance shows Gross Collection and Net Collection over the past period.
- There are 4 related metrics for Collection Performance with the trends from the last period. Hover over each metric to view the definition.
Depending on the multi-metric card and the metrics, you will have options such as Expand, Drill In, and View Trends.
1. Expand
- Click the Expand icon to view the graph of Gross Collection and Net Collection over the last 3 months.
- Once the expanded view appears,
- You can filter the data by location and date range.
- Click MoM, QoQ, or YoY to view the graph of Month over Month, Quarter over Quarter, or Year over Year.
2. Drill In
- Click the Drill In icon to explore data in detail.
On the Collection Performance slide-out that opens with the metrics data,
- Users can filter Trends using Location, Provider, Specialty, Provider Type, and Service Type.
- Click More Filters to utilise extra filters.
- Users can make use of Date Range filters to filter the metrics by Today, Yesterday, 7 Days, 30 Days, Last 3 Months, or a Custom date range.
- Click View All Trends to see all trends.
- Click Download CSV to download the data.
- Users can Breakdown the metrics by Locations, Provider, Specialty, Provider Type, Service Type, Code Category, and Code.
- To add an additional breakdown, either click + Breakdown or click the + icon.
- Select the Breakdown type.
- An additional column will be added with the selected breakdown type.
- Click the down arrow to apply the breakdown to the metrics.
- Click the up arrow to remove the breakdown.
- Click on any individual value of any specific metric to view more filtered data.
3. View Trends
- Click the View Trends icon to view trends of the selected metric.
A Collection Performance slide-out will open, displaying each metric in a graph to show the trends.
- You can filter Trends using Location, Receipt Type, Provider, Specialty, and Provider Type.
- Use the Date Range filters to filter the metrics by Today, Yesterday, Last 7 Days, Last 30 Days, Last 3 Months, or a Custom date range.
- Click More Filters to utilise extra filters.
- Click MoM, QoQ, or YoY to view the trends of Month over Month, Quarter over Quarter, and Year over Year.
- Click Graphical View display the metrics in a graph.
- Click Tabular View to display the metrics in a table.
Practices can use this guide to learn how to access Practice Analytics, navigate the dashboard, and effectively utilise its features to gain meaningful insights.