Overview

We partner with Sisense to bring you analytic dashboards to create more insight on your agency data and operational efficiencies. Dashboards include data related to client demographics, clinic productivity, and other pieces of information stored in your Procentive database. Each dashboard has interactive "widgets" and filters to allow you to view data at a high-level or more granular level.

You will also find the following information in this article:

The list and features of the available dashboards
- Free
- Basic (at a cost)
Links to the articles that will help you set up and navigate Analytics

List of Available Dashboards

Free:

These dashboards do not require a subscription. You will need to assign role permissions for your staff to see these dashboards.

Client Demographics

Overview:
- An instant overview of your client population around attributes such as age, gender, ethnicity, and preferred language
- Insight into populations you are currently serving and frequently diagnosed conditions
- Dynamic filtering by Program, Location and Primary Staff

Key Performance Indicators - what are the questions they are looking to answer?
- Active Clients – How many clients are you currently serving?
- Client Sex – What is the breakdown of assigned sex for our clients?
- Client Gender Identity - What gender do your clients most identify with?
- Client Race – What racial identities are you serving?
- Client Ethnicity – What ethnicities are you serving?
- Client Preferred Language - What is the preferred language for your clients?
- Top 10 Client Diagnosis – What are the most frequent client diagnoses?
- Top 10 Primary Client Diagnoses – Which diagnoses are most frequently the primary diagnosis?
- Client Age Categories – What age categories are you serving?
- Client County – What counties are you serving?

Clinical Productivity

Overview
- An instant overview of your business activities with regards to intakes, admissions, discharges, and clinical documentation
- Insight into the volume and makeup of staff activity over time
- Dynamic filtering by common time frames such as ‘This Month’ or ‘Last Month’ as well as Program, Location and Staff

Key Performance Indicators - what are the questions they are looking to answer?
- Client Intakes – How many intakes were completed?
- Client Admissions – How many admissions were completed?
- Client Discharges – How many discharges were completed?
- Client Intake Activity – How many intakes occurred by date during the selected time frame?
- Client Admission Activity – How many admissions occurred by date during the selected time frame?
- Client Discharge Activity – How many discharges occurred by date during the selected time frame?
- Clinical Documents – What was the volume of created clinical documentation?
- Clinical Documents by Document Type – What was the volume of clinical documents by document type (Client, Diagnostic Assessment, Treatment Plan, Progress Note, Discharge Summary etc.)

Basic:

These dashboards require an additional-cost subscription before accessing. To subscribe:

Check out the Basic Dashboards for Analytics article.
Submit a ticket to the Procentive Care team.

Set Up and Navigate Analytics