Analytics Dashboard

The Analytics Dashboard provides comprehensive insights into your clinic’s performance. Track revenue, claims, payments, and key performance indicators (KPIs).

Accessing Analytics

  1. Click Analytics in the sidebar
  2. URL: /admin/analytics

Dashboard Overview

The Analytics page contains:

  • Header: Title and action buttons
  • Filters: Date range and report type
  • KPI Cards: Key metrics at a glance
  • Charts: Visual data representations
  • Detailed Reports: Tabbed analysis sections

Filters and Controls

Date Range Selection

Set the analysis period:

Field Description
Start Date Beginning of analysis period
End Date End of analysis period

Quick Date Ranges:

  • Last 7 days
  • Last 30 days
  • Last 90 days
  • This month
  • This quarter
  • Custom range

Report Type

Choose the type of analysis:

Report Type Shows
Full Dashboard All metrics and charts
Revenue Summary Revenue-focused data
Claims Analysis Insurance claims details
Payment Analysis Payment tracking

Apply and Refresh

  • Click Apply Filters to update data
  • Click Refresh (🔄) to reload current view
  • Click Export (📥) to download reports

KPI Cards

Four key metric cards display at the top:

1. Total Revenue

  • Value: Total revenue for selected period
  • Icon: 💵 Dollar sign
  • Trend: Up/Down indicator
  • Color: Green

2. Total Claims

  • Value: Number of claims submitted
  • Icon: 📄 Document
  • Trend: Neutral indicator
  • Color: Blue

3. Claims Paid Ratio

  • Value: Percentage of claims paid
  • Icon: ✅ Checkmark
  • Trend: Up (>80%) or Down
  • Color: Green or Red

4. Pending Claims

  • Value: Claims awaiting processing
  • Icon: ⏰ Clock
  • Trend: Neutral
  • Color: Yellow

Analytics Tabs

Overview Tab

The default view showing:

Revenue Chart:

  • Monthly revenue trends
  • Line or bar chart visualization
  • Comparison to previous periods

Claims Analysis:

  • Claims by status (pie chart)
  • Approved, Denied, Pending breakdown
  • Processing time averages

Top Payers:

  • Ranked list of insurance payers
  • Payment amounts
  • Percentage of total revenue

Revenue Tab

Detailed revenue analysis:

Revenue Trend Chart:

  • Monthly/quarterly breakdown
  • Revenue over time
  • Comparison with targets

Revenue by Source:

  • Insurance payments
  • Patient payments
  • Other income

Revenue Metrics: | Metric | Description | |——–|————-| | Total Revenue | Gross revenue | | Average per Visit | Revenue per appointment | | Collection Rate | Percentage of billed collected |

Claims Tab

Insurance claims analysis:

Claims Status Overview: | Status | Description | |——–|————-| | Approved | Claims paid by insurance | | Denied | Claims rejected | | Pending | Under review | | Appealed | Denial being contested |

Claims Analysis Chart:

  • Status distribution (pie chart)
  • Claims by payer (bar chart)
  • Denial rate trends

Claims Metrics: | Metric | Description | |——–|————-| | Total Claims | Number of claims | | Approval Rate | Percentage approved | | Average Processing Time | Days to resolution | | Denial Rate | Percentage denied |

Payments Tab

Payment tracking and analysis:

Payment Sources: | Source | Description | |——–|————-| | Insurance | Third-party payer | | Self-Pay | Patient direct payment | | Cash | In-office cash | | Card | Credit/debit card |

Payment Methods:

  • Cash
  • Credit Card
  • Debit Card
  • Bank Transfer
  • Check

Recent Payments:

  • List of latest payment transactions
  • Amount, source, method, status
  • Quick view of payment activity

Payment Metrics: | Metric | Description | |——–|————-| | Total Payments | Sum of all payments | | Payment Count | Number of transactions | | Average Payment | Mean payment amount |

Key Performance Indicators (KPIs)

KPI Section

Displays configured KPIs for your practice:

KPI Description Target
Collection Rate % of billed collected 95%
Denial Rate % of claims denied <5%
Days in AR Avg days to collection <30
Patient Volume Patients per month Varies
Revenue per Visit Avg revenue per appt Varies

KPI Cards Display

Each KPI shows:

  • KPI name
  • Category badge
  • Description
  • Target value (if set)
  • Current value (when calculated)
  • Alert status

Charts and Visualizations

Chart Types Used

Chart Type Used For
Line Chart Trends over time
Bar Chart Category comparisons
Pie Chart Distribution breakdown
Area Chart Volume over time

Chart Interactions

  • Hover: View data point details
  • Legend Click: Toggle data series
  • Zoom: Scroll to adjust date range
  • Export: Download chart image

Exporting Data

Export Options

  1. Click Export button
  2. Choose format:
    • PDF Report
    • Excel Spreadsheet
    • CSV Data

What’s Included

Report Type Contents
Full Dashboard All metrics and charts
Revenue Report Revenue data and trends
Claims Report Claims analysis data
Payment Report Payment transactions

Data Refresh

Automatic Refresh

  • Data updates when you change filters
  • Real-time updates for critical metrics
  • Cached data may be up to 15 minutes old

Manual Refresh

  1. Click the Refresh button (🔄)
  2. Wait for data to reload
  3. “Refreshing” spinner indicates update in progress

Report Metadata

At the bottom of the dashboard:

Report Information:

  • Generation timestamp
  • Date range covered
  • Report type
  • Last updated time

Understanding Your Metrics

Revenue Health Indicators

Metric Good Warning Action Needed
Collection Rate >95% 85-95% <85%
Denial Rate <5% 5-10% >10%
Days in AR <30 30-45 >45

Improving Metrics

Low Collection Rate:

  • Review billing procedures
  • Follow up on outstanding balances
  • Verify insurance information upfront

High Denial Rate:

  • Audit common denial reasons
  • Train staff on proper coding
  • Verify eligibility before service

High Days in AR:

  • Improve follow-up procedures
  • Submit claims promptly
  • Appeal denials quickly

Best Practices

Regular Review

  1. Check dashboard daily for urgent issues
  2. Review weekly for trends
  3. Deep dive monthly for strategic planning
  4. Compare quarterly for seasonal patterns

Using Filters Effectively

  1. Start with broad date range for overview
  2. Narrow down to investigate issues
  3. Compare similar periods (month to month)
  4. Track specific payers or services

Acting on Data

  1. Set targets for key metrics
  2. Monitor progress regularly
  3. Investigate anomalies immediately
  4. Share insights with team

Troubleshooting

Data Not Loading

  • Check internet connection
  • Verify date range is valid
  • Try a narrower date range
  • Refresh the page

Incorrect Data

  • Verify filter settings
  • Check data entry accuracy
  • Wait for sync (15 min max)
  • Contact support for discrepancies

Charts Not Displaying

  • Try a different browser
  • Enable JavaScript
  • Clear browser cache
  • Check for ad blockers

Export Not Working

  • Check browser download settings
  • Allow pop-ups for the site
  • Try a different format
  • Reduce date range size

Plan Features

Analytics features vary by plan:

Feature Free Starter Professional Growth
Basic Dashboard ✅ ✅ ✅ ✅
Revenue Tracking ❌ ✅ ✅ ✅
Claims Analysis ❌ ❌ ✅ ✅
Payment Analysis ❌ ❌ ✅ ✅
Custom KPIs ❌ ❌ ❌ ✅
Data Export ❌ ✅ ✅ ✅
API Access ❌ ❌ ❌ ✅
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