Dashboards

Owned by akapteyn (Unlicensed)
Last updated: Sept 05, 2017
7 min read
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 'Home' .   

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.

Dashboard Guide

Recorded Webinar

Main Module Dashboards

ToolIDNameSampleNotes
Schedule Dashboardsh0001Schedules Overview

These dashboards are available under 'Home' .   
Schedule Dashboardsh0002Schedules - Summary

These dashboards are available under 'Home' .   
Schedule Dashboardsh0003Schedules - Day of Week and Times

These dashboards are available under 'Home' .   
Schedule Dashboardsh0011Cancelled Schedules 

These dashboards are available under 'Home' .   
Schedule Dashboardsh0012Open Schedules

These dashboards are available under 'Home' .   
Schedule Dashboardsh0016Count and Hours by Call Type

These dashboards are available under 'Home' .   
Management Dashboardsh0004First and Last Day Scheduled

These dashboards are available under 'Home' .   
Management Dashboardsh0005Status Added by Referral SourceThese dashboards are available under 'Home' .   
Management Dashboards????Billing Versus Payroll

These dashboards are available under 'Home' .   
Management Dashboardsh0006Payroll and Billing SummaryThese dashboards are available under 'Home' .   
Management Dashboardsh0017Billing Summary

These dashboards are available under 'Home' .   
Management Dashboardsh0018Payroll Summary

These dashboards are available under 'Home' .   
Management Dashboardsh0007Payroll and Billing Scatter Chart

These dashboards are available under 'Home' .   
Management Dashboardsh0008Benchmark 

These dashboards are available under 'Home' .   

Management Dashboards

Prerequisite: See Note

h0013Daily Achievements

These dashboards are available under 'Home' .   

Prerequisite:

Must have Daily Achievements set up in Agency Office > Review (tab)> Achievements

Management Dashboardsh0015

Quick SnapShot

These dashboards are available under 'Home' .   
Documented Event Dashboardsh0009Summary by Category

These dashboards are available under 'Home' .   
Documented Event Dashboardsh0010Office staff are Involved

These dashboards are available under 'Home' .   
Documented Event Dashboardsh0014By Time and DOW (Day of the Week)
These dashboards are available under 'Home' .   

Scheduling Data Grid Dashboards

ToolIDNameSampleNote
  • Finance Module > Process screen
  • or Review screen
d0001Summary by Day

Load from Review screen or Finance Module, Process screen.
  • Finance Module > Process screen
  • or Review screen
d0002Summary by Day of the Week

Load from Review screen or Finance Module, Process screen.
  • Finance Module > Process screen
  • or Review screen
d0003Summary by MonthLoad from Review screen or Finance Module, Process screen.
  • Finance Module > Process screen
  • or Review screen

** Must set the Scenario to 'Finalized'.

d0004Summary of Finalized Hours

Load from Review screen or Finance Module, Process screen.

** Must set the Scenario to 'Finalized'.

After importing this dashboard, you must add two new columns using the column chooser.

  • Hour Code
  • Event ID

After adding these two columns, save your layout again.

If you do not add these two columns, the dashboard will not display all the data.

  • Finance Module > Process screen
  • or Review screen
d0005Summary of Hours

Load from Review screen or Finance Module, Process screen.

Rules:

if Total or Payroll Hours are:

RangeColor
>= 40Red
35-39Yellow

if Bill Hours or Pay Hours <> Actual Hours, Column is highlighted in Orange

Billing Data Grid Dashboards

ToolIDNameImageNotes
View Posted Billinge0001Billing Summary

Load from Billing View Posted screen.
View Posted Billinge0002Billing Scatter Chart

Load from Billing View Posted screen.
View Posted Billinge0003Summary by Month by Client

Load from Billing View Posted screen.
View Posted Billinge0004Summary by Month by Payer

Load from Billing View Posted screen.
View Posted Billinge0005Billing by Rates

Load from Billing View Posted screen.

Payroll Data Grid Dashboards

ToolIDNameSampleNote
View Posted Payrollf0001Payroll Summary

Load from Payroll View Posted screen.
View Posted Payrollf0002Summary by Month

Load from Payroll View Posted screen.

Rules:

if Monthly Hours is:

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

if Grand Total is >= 1560, Name Column is highlighted in Green

View Posted Payrollf0003Payroll by Rates

Load from Payroll View Posted screen.
View Posted Payrollf0004Days Worked by Caregiver

Load from Payroll View Posted screen.

Reporting Data Grid Dashboards

ToolIDNameSampleNote

Status

  • Clients
  • Caregivers
  • Office Staff
  • Organizations
i0001Average Days in a Status

Load from

  • Reports > Clients > Demographics> Status (Excel Style Reporting)
  • Reports > Caregivers > Demographics> Status (Excel Style Reporting)
  • Reports > Office Staff> Demographics> Status (Excel Style Reporting)
  • Reports > Organizations> Demographics> Status (Excel Style Reporting)

Status Flow

  • Clients
  • Caregivers
i0002Summary

Load from

  • Reports > Clients > Demographics> Status Flow (Excel Style Reporting)
  • Reports > Caregivers > Demographics> Status Flow (Excel Style Reporting)

Documented Events

  • Clients
  • Caregivers
  • Office Staff
  • Organization
i0003Summary by Category

Load from

  • Reports > Clients > Documentation > Documented Events (Excel Style Reporting)
  • Reports > Caregivers > Documentation > Documented Events (Excel Style Reporting)
  • Reports > Office Staff > Documentation > Documented Events (Excel Style Reporting)
  • Reports > Organization > Documentation > Documented Events (Excel Style Reporting)

Characteristics

  • Clients
  • Caregivers
i0004Summary by Category

Load from

  • Reports > Clients > Care Plan > Characteristics (Excel Style Reporting)
  • Reports > Caregivers> Demographics > Characteristics (Excel Style Reporting)

Skills

  • Clients
  • Caregiver
i0005Summary by Type

Load from

  • Reports > Clients > Care Plan > Skills (Excel Style Reporting)
  • Reports > Caregivers > Scheduling Setup > Skills (Excel Style Reporting)

Home/Health Evaluation

  • Clients
i0006Summary by Category

Load from

  • Reports > Clients > Care Plan > Home Health/Evaluation (Excel Style Reporting)

Required Dates

  • Clients
  • Caregivers
  • Office Staff
i0007Expired by Person

A blank cell means the person does not have the corresponding required date.

Load from

  • Reports > Clients > Documentation > Required Dates (Excel Style Reporting)
  • Reports > Caregivers > Documentation > Required Dates (Excel Style Reporting)
  • Reports > Office Staff > Documentation > Required Dates (Excel Style Reporting)