I am pleased to announce that we will soon release a new module for DataPlus, a Dashboard! A Dashboard is report that shows Key Practice Indicators (KPI) all on one page. Our Dashboard contains 9 KPI's, including two new ones that are not available on any other CustomPlus report....AR Days and Point of Service Collections!
Other KPI's include: Charges by Month, Net Collection Rate, Aging, Office Visits, Surgical Cases, Payments by Month, E&M Bell Curve, Payor Mix, and Charge Entry Lag Time. All the reports are shown on a roll 12 month basis, so there is no formatting needed when new data is obtained, The Dashboard comes with a ONE BUTTON REFRESH...that will refresh each report on the page automatically! You can also move the individual reports around to different locations, and point, click and drag and drop just like you do in the other CustomPlus reports...you can even drill down to get the full detail!
Another great tool included in the Dashboard is goal formatting. For instance, if you have set a goal for your AR Days to be 60 or less, you can set a goal that graphically shows, if the AR Days are above 60, the AR Days will show RED, if they are 60 or below, it will show green. This works on all the reports, including Net Collection Rate. Even better, is that--in addition to Excel 2007's file size being significantly smaller than 2003--this Dashboard report is 75% smaller than the size of all of these reports combined! That being said, in order to prepare for the DataPlus Dashboard, it is necessary to upgrade your version of Microsoft Excel to 2007. Users of the 2003 version of Microsoft Excel are not eligible to obtain the Dashboard due to the much needed technological improvements in Excel 2007.
We will be scheduling a Webinar so each of our clients can see this live, however, we have posted an example, from a live --very large client that has been testing it, View Dashboard Report
I encourage you to please post questions, comments or suggestions for this Dashboard prior to its release. I also encourage you to participate in the poll, found at the top of this announcement. This will be an additional module to CustomPlus; pricing has not yet been finalized. There will be seperate Dashboards for General Medical Practices and Community Health Clinics as welll!
Special Webinars have been scheduled for October.
Frank Trew
Founder / COO
