Overview

We partner with Sisense to bring you analytic dashboards to create more insight on your agency data and operational efficiencies. The basic tier of dashboards include data related to appointments, authorizations, insurance billing, and revenue. Each dashboard has interactive "widgets" and filters that allow you to view data at a high-level or more granular level.

In this article you will find information on:

• The Appointments dashboard
• The Authorizations dashboard
• The Insurance Billing dashboard
• The Revenue dashboard
• How to start the subscription process for the Basic Tier subscription dashboards

Basic Dashboards

Appointments

• Overview

  • An instant overview of appointments activity for your business

  • Insight into scheduled and completed appointments as well as recorded appointment status

  • 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? 
  

  • Scheduled Appointments– How many individual appointments were scheduled?

  • Scheduled Appointment Hours – How many hours of appointments were scheduled?

  • Completed Hours– How many hours of appointments were completed (entered into the Time module)?

  • Canceled Appointments – How many individual appointments were canceled?

  • Appointment Hours – How do scheduled hours compare to completed appointment hours across time frames?

  • Canceled Appointments – How many canceled appointments occurred between time frames?

  • No-Show Appointments – How many no-shows occurred between time frames?

  • Scheduled and Completed Appointment Hours by Staff – Are staff completing their scheduled appointment hours? How heavily are staff being scheduled?

 Authorizations

• Overview

  • Insight into the volume and status of all Pending Authorizations

  • Instant visibility to expiring authorizations

  • Quick identification of expiring authorizations based on units or days remaining

  • Dynamic filtering by Program and Payer

• Key Performance Indicators - what are the questions they are looking to answer? 
  

  • Pending Authorizations – How many authorizations are pending?

  • Pending Authorizations by Program – What is the volume of pending authorizations by program?

  • Pending Authorizations by Payer – What is the volume of pending authorizations by payer?

  • Expiring Authorizations with 2 or Fewer Units Remaining – How many authorizations have fewer than 2 units remaining?

  • Expiring Authorizations with 7 or Fewer Days Remaining – How many authorizations have fewer than 7 days remaining?

  • Days in Pending – What is the breakout, by days pending, of all pending authorizations?

Insurance Billing

• Overview

  • An overview of invoiced and unpaid billed services

  • Quick identification of programs, payers and services where payments are coming in as well as where you are waiting for payment

  • Dynamic filtering by Program, Location, Payer and common Time Frames such as ‘This Month’ and ‘Last Month’

• Key Performance Indicators - what are the questions they are looking to answer? 

  • Total Invoiced – What is the dollar value of invoiced services?

  • Unpaid Billed Services – What is the dollar value of unpaid billed services?

  • Time Module Errors – How many services are not billable due to errors in the Time module?

  • Total Invoiced Amount by Program (Top 10) – What is the dollar value of invoiced services by program, ranked by top 10?

  • Total Invoiced Amount by Payer (Top 10) – What is the dollar value of invoiced services by payer, ranked by top 10?

  • Unpaid Billed Services by Payer (Top 5) - What is the dollar value of invoices services waiting for payer payment, ranked by top 5?

  • Unpaid Billed Services by Code (Top 5) - What is the dollar value of invoices services waiting for payment by billing code, ranked by top 5?

  • Unpaid Billed Services by Days Outstanding- What is the dollar value of invoices services waiting for payment, by days outstanding (0-30 days, 31-60 days, 61-90 days, 91-120 days, >120 days)?

Revenue

• Overview

  • An instant look at the value of payments received and writeoffs

  • Quick identification of locations, providers and services generating the greatest revenue

  • Dynamic filtering by Location, Staff, Billed Code and common Time Frames such as ‘This Month’ and ‘Last Month’

• Key Performance Indicators - what are the questions they are looking to answer? 
  

  • Payments – What is the total dollar value of payments received?

  • Writeoffs – What is the dollar value of all writeoffs?

  • Payments Received by Location – What is the revenue generated by each location?

  • Payments Received by Provider – What is the revenue generated by each provider?

  • Payments Received by Billed Code – What is the revenue generated by each service?

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