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Previewing in Version 6.3

Dashboards provide at-a-glance views of KPIs (key performance indicators) relevant to a particular objective or business process. 

Main Module 

These dashboards are available under 'My Tabs. 

Data Grids 

To use one of these dashboards, navigate to the grid, then choose layout, then Open.  If the layout is not in your list, press the import button to import the layout into your list.


Main Module Dashboards

ToolIDNameImage
Schedule Dashboardsh0001Schedules Overview

Schedule Dashboardsh0002Schedules - Summary
Schedule Dashboardsh0003Schedules - Day of Week and Times

Schedule Dashboardsh0011Cancelled Schedules 

Schedule Dashboardsh0012Open Schedules

Management Dashboardsh0004First and Last Day Scheduled

Management Dashboardsh0005Status Added by Referral Source
Management Dashboardsh0006Payroll and Billing Summary
Management Dashboardsh0007Payroll and Billing Scatter Chart

Management Dashboardsh0008Benchmark 

Management Dashboardsh0013Daily Achievments
Documented Event Dashboardsh0009Documented Events Summary

Documented Event Dashboardsh0010Documented Events - My Office
Documented Event Dashboardsh0014By Time and Day of the Week 

Scheduling Data Grid Dashboards

ToolIDNameImage
Process or Reviewd0001Summary by Day

Process or Reviewd0002Summary by Day of the Week

Process or Reviewd0003Summary by Month
Process or Reviewd0004Summary of Finalized Hours

Billing Data Grid Dashboards

ToolIDNameImage
View Posted Billinge0001Billing Summary

View Posted Billinge0002Billing Scatter Chart

View Posted Billinge0003Summary by Month by Client

View Posted Billinge0004summary by Month by Payer

Payroll Data Grid Dashboards

ToolIDNameImageNote
View Posted Payrollf0001Payroll Summary


View Posted Payrollf0002Summary by Month

Rules:

Monthly Hours:

RangeColor
>= 130Green
129-100Yellow
99-50Blue

Total hours >= 1560, highlight Name Green

ToolIDNameImage
Statusi0001Average Days in a Status
Status Flowi0002Summary
Documented Eventsi0003Summary by Category

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