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Example of a Claims Analysis Dashboard for Healthcare Providers

What is a Claims Analysis Dashboard?

Claims Dashboards are considered payor and reimbursement analysis tools and are used by CFOs and medical billing managers to analyze KPIs related to claims. Some of the main functionality in this type of dashboard is that it uses KPIs, a matrix and charts to provide analysis in seven areas: 1) Total charges and reimbursement amounts, 2) Number of claims and claims paid, 3) Payor report matrix with charges, reimbursements, number of claims, number of claims paid, percent of claims paid, 4) Total charges KPI (amount), Total number of claims KPI, Total reimbursements KPI (amount), and Total number of claims paid KPI. You find an example of this type of dashboard below.

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Purpose of Claims Analysis Dashboards

Healthcare organizations use Claims Analysis Dashboards to give managers a single place to easily review claims metrics. When used as part of good business practices in Financial Planning & Analysis (FP&A) and Billing departments, an organization can improve its payor and claims processes, and it can reduce the chances that revenues are lost due to lack of analysis and oversight.

Example of a Claims Analysis Dashboard

Here is an example of a Claims Analysis Dashboard with payor detail and KPIs.

Example of a Claims Analysis Dashboard for Healthcare Providers

Example of a Claims Analysis Dashboard for Healthcare Providers

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: CFOs, medical billing manager, collections manager, accountants, analysts.

Other Reports Often Used in Conjunction with Claims Analysis Dashboards

Progressive Financial Planning & Analysis (FP&A) and Billing departments sometimes use several different Claims Analysis Dashboards, along with profit & loss reports, cash flow statements, annual budgets and forecasts, revenue dashboards, billing reports, charges reports, collections reports, aged receivables (AR) reports, payor reports, claims reports and other management and control tools.

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Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

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Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Monthly Billings by Insurance Company Dashboard for Healthcare Providers

What is a Monthly Billings by Insurance Company Dashboard?

Billings by Insurance Company Dashboards are considered billing analysis tools and are used by CFOs and medical billing managers to analyze how much each insurance company is paying on billed amounts. Some of the main functionality in this type of dashboard is that it gives the user both a matrix report with detailed billing matrix and it provides a chart with rankings of the payors. The matrix shows insurance company name, billing amount, collection amount, % of total amount, and collection rate. The chart ranks the payors from low to high. You find an example of this type of dashboard below.

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Purpose of Monthly billings by Insurance Company Dashboards

Healthcare organizations use Monthly billings by Insurance Company Dashboards to give managers an easy way to monitor the payors involved in the payment process. When used as part of good business practices in Financial Planning & Analysis (FP&A) and Billing departments, an organization can improve its billing processes and improve revenues, and it can reduce the chances that there are issues with certain payors (insurance companies).

Example of a Monthly billings by Insurance Company Dashboard

Here is an example of a Monthly Billings by Insurance Company Dashboard with KPIs related to the payors as well as rankings.

Example of a Monthly Billings by Insurance Company Dashboard for Healthcare Providers

Example of a Monthly Billings by Insurance Company Dashboard for Healthcare Providers

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: CFOs, medical billing manager, collections manager, accountants, analysts.

Other Reports Often Used in Conjunction with Monthly billings by Insurance Company Dashboards

Progressive Financial Planning & Analysis (FP&A) and Billing departments sometimes use several different Monthly billings by Insurance Company Dashboards, along with profit & loss reports, cash flow statements, annual budgets and forecasts, revenue dashboards, billing reports, charges reports, collections reports, aged receivables (AR) reports, payor reports and other management and control tools.

Solver for Healthcare Providers

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

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Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Billings by Biller Dashboard for Healthcare Providers

What is a Billings by Biller Dashboard?

Billings by Biller Dashboards are considered billing optimization analysis tools and are used by CFOs and medical billing managers to analyze how much each biller is billing and the related collection rate. Some of the main functionality in this type of dashboard is that it gives the user both a matrix report with detailed billing figures and it provides a chart with rankings of the billers. The matrix shows biller name, billing amount, collection amount, % GT billing amount, and collection rate. The chart ranks the billers from high to low. You find an example of this type of dashboard below.

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Purpose of Billings by Biller Dashboards

Healthcare organizations use Billings by Biller Dashboards to give managers an easy way to monitor key metrics related to their billers. When used as part of good business practices in Financial Planning & Analysis (FP&A) and Billing departments, an organization can improve its billing processes and grow revenues, and it can reduce the chances that billing errors or other process issues are not quickly detected and fixed.

Example of a Billings by Biller Dashboard

Here is an example of a Billings by Biller Dashboard with KPIs related to billers as well as rankings.

Example of a Billings by Biller Dashboard for Healthcare Providers

Example of a Billings by Biller Dashboard for Healthcare Providers

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: CFOs, medical billing manager, collections manager, accountants, analysts.

Other Reports Often Used in Conjunction with Billings by Biller Dashboards

Progressive Financial Planning & Analysis (FP&A) and Billing departments sometimes use several different Billings by Biller Dashboards, along with profit & loss reports, cash flow statements, annual budgets and forecasts, revenue dashboards, billing reports, charges reports, collections reports, aged receivables (AR) reports and other management and control tools.

Solver for Healthcare Providers

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Automate Your Healthcare Operations

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Collections to Charge Rate Dashboard for Healthcare Providers

What is a Collections to Charge Rate Dashboard?

Collections to Charge Rate Dashboards are considered billing process and collection optimization analysis tools and are used by CFOs and collections managers to analyze the rate at which the organization is able to collect versus how much it charges. Some of the main functionality in this type of dashboard is that it provides analysis from three perspectives: 1) Collection to charge rate per individual biller, 2) Collection to charge rate by insurance company (payor), 3) Collection to charge rate by patient (using patient number). The user can choose month and year filter from the drop down boxes on the top of the screen. You find an example of this type of dashboard below.

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Purpose of Collections to Charge Rate Dashboards

Healthcare organizations use Collections to Charge Rate Dashboards to analyze how well (or not) they are able to collect versus what they charge. When used as part of good business practices in Financial Planning & Analysis (FP&A) and collections departments, an organization can improve its revenues and related cash flow, and it can reduce the chances that elements of pricing, billing, charging or collections processes are not overhauled when systemic problems are discovered.

Example of a Collections to Charge Rate Dashboard

Here is an example of a Collections to Charge Rate Dashboard with analysis of collection rate by biller, insurance company and patient.

Example of a Collections to Charge Rate Dashboard for Healthcare Providers

Example of a Collections to Charge Rate Dashboard for Healthcare Providers

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: CFOs, collections manager, accountants, analysts.

Other Reports Often Used in Conjunction with Collection to Charge Rate Dashboards

Progressive Financial Planning & Analysis (FP&A) and collections departments sometimes use several different Collections to Charge Rate Dashboards, along with profit & loss reports, balance sheets, cash flow statements, annual budgets and forecasts, revenue dashboards, billing reports, charges reports, collections reports, aged receivables (AR) reports and other management and control tools.

Solver for Healthcare Providers

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Automate Your Healthcare Operations

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Collections Rate Dashboard for Healthcare Providers

What is a Collections Rate Dashboard?

Collections Dashboards are considered operational analysis tools and are used by CFOs and collections managers to analyze the rate at which the organization is able to collect on its billings. Some of the main functionality in this type of dashboard is that it provides analysis from three perspectives: 1) Collections rate based on the top 5 services provided, 2) Collections rate by insurance company (payor), 3) Collections rate by biller. The user can choose month and year filter from the drop down boxes on the top of the screen. You find an example of this type of dashboard below.

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Purpose of Collections Rate Dashboards

Healthcare organizations use Collections Rate Dashboards to get easy and quick summary information about their success (or not) at getting paid for their services. When used as part of good business practices in Financial Planning & Analysis (FP&A) and collections departments, an organization can improve its revenues and cash flow, and it can reduce the chances that dysfunctional collections processes are not getting attention from managers.

Example of a Collections Rate Dashboard

Here is an example of a Collections Rate Dashboard with analysis of collection rate by service, insurance company and biller.

Example of a Collections Rate Dashboard for Healthcare Providers

Example of a Collections Rate Dashboard for Healthcare Providers

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: CFOs, collections managers, accountants, analysts.

Other Reports Often Used in Conjunction with Collection Rate Dashboards

Progressive Financial Planning & Analysis (FP&A) and collections departments sometimes use several different Collections Rate Dashboards, along with profit & loss reports, balance sheets, cash flow statements, annual budgets and forecasts, revenue dashboards, billing reports, charges reports, collections reports, aged receivables (AR) reports and other management and control tools.

Solver for Healthcare Providers

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Automate Your Healthcare Operations

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Bill to Charge Rate Dashboard for Healthcare Providers

What is a Bill to Charge Rate Dashboard?

Bill to Charge Rate Dashboards are considered revenue and billing analysis tools and are used by CFOs and accountants to analyze what percent of charges are accepted as billable events. Some of the main functionality in this type of dashboard is that it enables anlaysis from three perspectives: 1) Bill to charge rate by biller (physician), 2) Bill to charge rate by payor/insurance company, and 3) Bill to charge rate by patient. You find an example of this type of dashboard below.

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Purpose of Bill to Charge Rate Dashboards

Healthcare organizations use Bill to Charge Rate Dashboards to provide their managers with clear insight into the organization’s ability to bill for its charges with minimal adjustments. When used as part of good business practices in accounting departments, an organization can improve its revenues and related processes, and it can reduce the chances that there are specific outliers that are missed, such as a physician or payor with a very low bill to charge ratio.

Example of a Bill to Charge Rate Dashboard

Here is an example of a Bill to Charge Rate Dashboard with analysis of physicians, payors and patients.

Health – Bill to Charge Rate Analysis

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, Chief Physician, CEOs, CFOs, analysts, accountants.

Other Reports Often Used in Conjunction with Bill to Charge Rate Dashboards

Progressive Accounting departments sometimes use several different Bill to Charge Rate Dashboards, along with profit & loss reports, balance sheets, cash flow statements, annual budgets and forecasts, revenue dashboards, scorecards, billing reports, charges reports, collections reports and other management and control tools.

Solver for Healthcare Providers

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Automate Your Healthcare Operations

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Charge Summary Dashboard for Healthcare Providers

What is a Charge Summary Dashboard?

Charge Summary Dashboards are considered revenue analysis tools and are used by CFOs and hospital executives to analyze charges, billings and collections from multiple angles. Some of the main functionality in this type of dashboard is that it provides analysis from three perspectives: 1) Charge amounts for the top five services ranked and compared to billed and collected amounts, 2) Charges, billings and collections by insurance payor, and 3) charges, billings and collections by physician. You find an example of this type of dashboard below.

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Purpose of Charge Summary Dashboards

Healthcare organizations use Charge Summary Dashboards to make it easy for managers to see the top services, payors and physicians when is comes to charges, billings and collections. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, an organization can improve its strategies as it relates to the parties involved with various revenue streams, and it can reduce the chances that the ratio of collected to charged amounts deteriorate.

Example of a Charge Summary Dashboard

Here is an example of a Charge Summary Dashboard with KPI charts for service types, payors and physicians.

Example of a Charge Summary Dashboard for Healthcare Providers

Example of a Charge Summary Dashboard for Healthcare Providers

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, Chief Physician, CEOs, CFOs, analysts, board members.

Other Reports Often Used in Conjunction with Charge Summary Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Charge Summary Dashboards, along with profit & loss reports, balance sheets, cash flow statements, annual budgets and forecasts, revenue dashboards, scorecards, billing reports, charges reports, collections reports and other management and control tools.

Solver for Healthcare Providers

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

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Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Top Services Charges Dashboard for Healthcare Providers

What is a Top Services by Charges Dashboard?

Service Charges Dashboards are considered revenue analysis tools and are used by CFOs and hospital executives to analyze differences between service charges versus the billed and collected amounts. Some of the main functionality in this type of dashboard is that it provides analysis from two perspectives: 1) Top 10 services ranked and compared to billed and collected amounts, and 2) Quarter by quarter comparison of charges, billings and collections. The user can choose period and year on the top of the dashboard to filter the charts. You find an example of this type of dashboard below.

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Purpose of Service Charges Dashboards

Healthcare organizations use Service Charges Dashboards to give managers a clear picture of the amounts charged for different services versus what the organization actually bills and eventually collects from patients and insurance companies. When used as part of good business practices in Financial Planning & Analysis (FP&A) departments, an organization can improve its revenues by improving related strategies and processes, and it can reduce the chances that the ratio of collected to charged amounts deteriorate.

Example of a Top Service Charges Dashboard

Here is an example of a Top Service Charges Dashboard with comparisons to billed and collected amounts as well as quarterly analysis.

Example of a Top Services Charges Dashboard for Healthcare Providers

Example of a Top Services Charges Dashboard for Healthcare Providers

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, CEOs, CFOs, analysts, board members.

Other Reports Often Used in Conjunction with Service Charges Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Service Charges Dashboards, along with profit & loss reports, balance sheets, cash flow statements, annual budgets and forecasts, revenue dashboards, scorecards, billing reports, charges reports, collections reports and other management and control tools.

Solver for Healthcare Providers

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Automate Your Healthcare Operations

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Supplier Quality Dashboard for Healthcare Providers

What is a Supplier Quality Dashboard?

Supplier Quality Dashboards are considered operational monitoring tools and are used by Purchasing Managers at healthcare organizations to analyze satisfaction with equipment and other materials provided by suppliers. Some of the main functionality in this type of dashboard is that it provides analysis from these six perspectives: 1) Top five suppliers with the least complaints, 2) Bottom five suppliers with the most complaints, 3) Defects by product, 4) Defects and late deliveries – monthly trend, 5) Supplier ranked by amounts spent on purchases, and 6) Complaints by category. You find an example of this type of dashboard below.

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Purpose of Supplier Quality Dashboards

Healthcare organizations use Supplier Quality Dashboards to continuously look for ways to improve quality, both through feedback to suppliers and by replacing low performers. When used as part of good business practices in quality assurance teams and by purchasing departments, an organization can improve its patient and employee satisfaction with products they use, and it can reduce the chances that the organization overspends in relationship to quality received.

Example of a Supplier Quality Dashboard

Here is an example of a Supplier Quality Dashboard with supplier ranking, trends in defects and late deliveries as well as other metrics.

Example of a Supplier Quality Dashboard for Healthcare Providers

Example of a Supplier Quality Dashboard for Healthcare Providers

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: CFOs, purchasing managers, chief nurses.

Other Reports Often Used in Conjunction with Supplier Quality Dashboards

Progressive Quality assurance teams and purchasing departments sometimes use several different Supplier Quality Dashboards, along with Accounts payables reports, purchase order reports, supplier scorecards and other management and control tools.

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Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from surveys as well as enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Automate Your Healthcare Operations

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Patient Satisfaction Dashboard for healthcare providers

What is a Patient Satisfaction Dashboard?

Patient Satisfaction Dashboards are considered operational analysis tools and are used by hospital executives to analyze the results of patient experience surveys and other patient metrics. Some of the main functionality in this type of dashboard is that it provides analysis from these eight perspectives: 1) Overall satisfaction by facility, 2) Post care support visits by facility, 3) Avoidable readmissions by facility, 4) Patient satisfaction from best to worst, 5) Overall satisfaction by patient, 6) Monthly trend in post care support visits, 7) Monthly trend in avoidable readmissions, and 8) Post care support visits by patient type You find an example of this type of dashboard below.

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Purpose of Patient Satisfaction Dashboards

Healthcare organizations use Patient Satisfaction Dashboards to monitor feedback on patient experience and to benchmark satisfaction metrics across facilities. When used as part of good business practices in executive departments, an organization can improve its recurring patient revenues and referrals, and it can reduce the chances that of a poor reputation and potential litigations.

Example of a Patient Satisfaction Dashboards

Here is an example of a Patient Satisfaction Dashboard with monthly trends, survey metrics and facility benchmarking.

Example of a Patient Satisfaction Dashboard for healthcare providers

Example of a Patient Satisfaction Dashboard for healthcare providers

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Chief physician, CEOs, CFOs, management.

Other Reports Often Used in Conjunction with Patient Satisfaction Dashboards

Progressive executive departments sometimes use several different Patient Satisfaction Dashboards, along with financial statements, claims reports, hospital KPI dashboards, executive dashboards, complaint reports and other management and control tools.

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Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from patient systems, survey tools and enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Automate Your Healthcare Operations

Corporate Performance Management (CPM) Cloud Solutions and More Examples