The Overview Dashboard provides a quick look at some key metrics for the current day, as well as over time. This dashboard updates regularly. Updates may take as little as a few minutes and up to 20 minutes.
Employee Access
Only employees with Financial Reporting permission enabled for their Role can see this dashboard.
Today
This tab provides you with a quick overview of some key metrics for the current day.
Click the links below to learn more about these metics:
Total Net Production - This total is only for the current day.
Total Collected - This total is only for the current day.
Collection Percentage - This total is only for the current day.
Completed Net Production by Provider Today
This chart shows the breakdown of completed net production for each provider. The provider is the provider credited with the procedure. The production can be filtered by clicking on the Net Production title on the x-axis.
New vs Existing Patients This Month
This chart shows the breakdown of new patient appointments vs existing patient appointments that have been completed this month.
Over Time
This tab view allows you to look for longer-term trends in your data year over year.
Net Production This Month
This chart shows the total net production (completed and scheduled) month by month, going back over time for approximately the last 2 and a half years.
This chart also includes the difference between this year’s latest month and last year’s corresponding month.
Net Production This Quarter
This chart shows the total net production (completed and scheduled) quarter by quarter, going back over time for approximately the last 2 and a half years.
This chart also includes the difference between this year’s latest quarter and last year’s corresponding quarter.
Net Production This Year
This chart shows the total net production (completed and scheduled) year by year, going back over time for approximately the last 2 years.
This chart also includes the difference between this year and last year, which is more of a projection since this year is still in progress.
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