1. Agenda - alliancechicago.orgalliancechicago.org/dev/wp-content/...Dashboards.pdf · 1. Agenda 2....

40

Transcript of 1. Agenda - alliancechicago.orgalliancechicago.org/dev/wp-content/...Dashboards.pdf · 1. Agenda 2....

Page 1: 1. Agenda - alliancechicago.orgalliancechicago.org/dev/wp-content/...Dashboards.pdf · 1. Agenda 2. Credentialing 3. VisAnalytics Dashboards 1. Business Intelligence Team 4. Appointments
Page 2: 1. Agenda - alliancechicago.orgalliancechicago.org/dev/wp-content/...Dashboards.pdf · 1. Agenda 2. Credentialing 3. VisAnalytics Dashboards 1. Business Intelligence Team 4. Appointments

1. Agenda

2. Credentialing

3. VisAnalytics Dashboards

1. Business Intelligence Team

4. Appointments Dashboards

5. Clinical Dashboards

6. Data Pollution Dashboards

7. Financial Dashboards

8. Patient Level Dashboards

9. RCM Dashboards

10.Referrals Dashboards

11.PCMH Dashboards

12.User Created Custom Content

13.Recap

Page 3: 1. Agenda - alliancechicago.orgalliancechicago.org/dev/wp-content/...Dashboards.pdf · 1. Agenda 2. Credentialing 3. VisAnalytics Dashboards 1. Business Intelligence Team 4. Appointments

• Joined in 2016• Previously IT Manager at RSNWO in Northwest Ohio• AAS in Computer Programming • A+ Certification in 2012• Tableau Developer• Microsoft Certified Professional in SQL Server 2012/2014

Page 4: 1. Agenda - alliancechicago.orgalliancechicago.org/dev/wp-content/...Dashboards.pdf · 1. Agenda 2. Credentialing 3. VisAnalytics Dashboards 1. Business Intelligence Team 4. Appointments

VisAnalytics Dashboards

Visualutions Business Intelligence Team

• Lead by Thomas Hohner

• Sr Report Programmer Jeff Sturgeon

• Sr Programmer Daryl Skeeters

• Database Programmer Matt Edington

• BI Data Analyst Becca Craigen

Page 5: 1. Agenda - alliancechicago.orgalliancechicago.org/dev/wp-content/...Dashboards.pdf · 1. Agenda 2. Credentialing 3. VisAnalytics Dashboards 1. Business Intelligence Team 4. Appointments

VisAnalytics Dashboards

• Offers users a robust environment to access data

• Visualizations offer insight into data trends

• Fast access to data, no more waiting for a report to render

• Cross pivots, actionable data, clickable buttons and filters

• Dive deep into your data

Page 6: 1. Agenda - alliancechicago.orgalliancechicago.org/dev/wp-content/...Dashboards.pdf · 1. Agenda 2. Credentialing 3. VisAnalytics Dashboards 1. Business Intelligence Team 4. Appointments

VisAnalytics Dashboards

• Appointments

• Clinical

• Data entry errors (data pollution)

• Financial

• Patient specific data

• RCM

• Referrals

• UDS

• PCMH

• Create your own custom dashboards

Dashboards to Cover Many Topics

Page 7: 1. Agenda - alliancechicago.orgalliancechicago.org/dev/wp-content/...Dashboards.pdf · 1. Agenda 2. Credentialing 3. VisAnalytics Dashboards 1. Business Intelligence Team 4. Appointments

Appointments Dashboards

Deep Dive into Appointment Information

• Trends on Cancellations

• Primary Care Provider

• No Shows

• Slot Time Usage

• Counts and Goals

Page 8: 1. Agenda - alliancechicago.orgalliancechicago.org/dev/wp-content/...Dashboards.pdf · 1. Agenda 2. Credentialing 3. VisAnalytics Dashboards 1. Business Intelligence Team 4. Appointments

Appointments Dashboards

Appointment Cancellations

Page 9: 1. Agenda - alliancechicago.orgalliancechicago.org/dev/wp-content/...Dashboards.pdf · 1. Agenda 2. Credentialing 3. VisAnalytics Dashboards 1. Business Intelligence Team 4. Appointments

Appointments Dashboards

Appointment Counts and Goals

• Set Goals for Appointments

• Validation Per Provider

Page 10: 1. Agenda - alliancechicago.orgalliancechicago.org/dev/wp-content/...Dashboards.pdf · 1. Agenda 2. Credentialing 3. VisAnalytics Dashboards 1. Business Intelligence Team 4. Appointments

Appointments DashboardsNo Shows

• Deep Dive into No Shows

• Days of week

• Times of day

• Resource

Page 11: 1. Agenda - alliancechicago.orgalliancechicago.org/dev/wp-content/...Dashboards.pdf · 1. Agenda 2. Credentialing 3. VisAnalytics Dashboards 1. Business Intelligence Team 4. Appointments

Clinical DashboardsClinical Results

• Trends on measures by Numerator and Denominator

• Cross pivot on demographic information

• SOGI

• Race

• Ethnicity

• And many more

• Immunization information

• Observations

• Provider, Facility, and Organizational Goals by Measure

Page 12: 1. Agenda - alliancechicago.orgalliancechicago.org/dev/wp-content/...Dashboards.pdf · 1. Agenda 2. Credentialing 3. VisAnalytics Dashboards 1. Business Intelligence Team 4. Appointments

Clinical DashboardsClinical Verification

• Compliance by Measure

• Organize by Measure Program

• Cross Pivot on Patient Demographic

Page 13: 1. Agenda - alliancechicago.orgalliancechicago.org/dev/wp-content/...Dashboards.pdf · 1. Agenda 2. Credentialing 3. VisAnalytics Dashboards 1. Business Intelligence Team 4. Appointments

Clinical DashboardsDetailed Patient Compliance

• Recall Information

• Compliance per Measure

Page 14: 1. Agenda - alliancechicago.orgalliancechicago.org/dev/wp-content/...Dashboards.pdf · 1. Agenda 2. Credentialing 3. VisAnalytics Dashboards 1. Business Intelligence Team 4. Appointments

Clinical DashboardsMeasure by SOGI

• View measure compliance by Social Determinants of Health

Page 15: 1. Agenda - alliancechicago.orgalliancechicago.org/dev/wp-content/...Dashboards.pdf · 1. Agenda 2. Credentialing 3. VisAnalytics Dashboards 1. Business Intelligence Team 4. Appointments

Data Pollution DashboardsDeep Dive into Data Entry Errors

• Easy access to Potential Errors

• Appointments

• Orders and Documents

• Dates of Service

• Demographic

• Duplicate Patients

• PCP

• Referrals

Page 16: 1. Agenda - alliancechicago.orgalliancechicago.org/dev/wp-content/...Dashboards.pdf · 1. Agenda 2. Credentialing 3. VisAnalytics Dashboards 1. Business Intelligence Team 4. Appointments

Data Pollution

Order and Documents

• View Orders and Documents Signature Errors

• Review Status

• Easily lookup Orders and Documents in CPS

Page 17: 1. Agenda - alliancechicago.orgalliancechicago.org/dev/wp-content/...Dashboards.pdf · 1. Agenda 2. Credentialing 3. VisAnalytics Dashboards 1. Business Intelligence Team 4. Appointments

Data Pollution

Demographic

• DOB Errors

• Marital Status

• Veterans Status

• Employment

• Insurance ID Validation

Page 18: 1. Agenda - alliancechicago.orgalliancechicago.org/dev/wp-content/...Dashboards.pdf · 1. Agenda 2. Credentialing 3. VisAnalytics Dashboards 1. Business Intelligence Team 4. Appointments

Financial Dashboards

Deep Dive into your Financial Records

• Fast and Easy Access to all of your Financial needs

• AR Aging

• Net Charges and Payments

• Payments and Adjustments

• Transaction History

Page 19: 1. Agenda - alliancechicago.orgalliancechicago.org/dev/wp-content/...Dashboards.pdf · 1. Agenda 2. Credentialing 3. VisAnalytics Dashboards 1. Business Intelligence Team 4. Appointments

Financial Dashboards

AR Aging

• Ticket and Aging Buckets

• Insurance Group Analysis

• Payment Status Analysis

Page 20: 1. Agenda - alliancechicago.orgalliancechicago.org/dev/wp-content/...Dashboards.pdf · 1. Agenda 2. Credentialing 3. VisAnalytics Dashboards 1. Business Intelligence Team 4. Appointments

Financial DashboardsTransaction Summary

• Analysis of

• Charges

• Payments

• Collectable Adjustments

• Non-Collectable Adjustments

• Many Filters for Diving Deeper into Your Transactions

Page 21: 1. Agenda - alliancechicago.orgalliancechicago.org/dev/wp-content/...Dashboards.pdf · 1. Agenda 2. Credentialing 3. VisAnalytics Dashboards 1. Business Intelligence Team 4. Appointments

Financial DashboardsTransaction Tables

• Visit Level Transaction Information

• Familiar Look and Feel

• Year over Year Comparisons

Page 22: 1. Agenda - alliancechicago.orgalliancechicago.org/dev/wp-content/...Dashboards.pdf · 1. Agenda 2. Credentialing 3. VisAnalytics Dashboards 1. Business Intelligence Team 4. Appointments

Patient Level Dashboards

Patient Demographic Dashboards

• Monitor Patient Characteristics

• Unique Patient Encounters

• Year over Year Patient Counts

Page 23: 1. Agenda - alliancechicago.orgalliancechicago.org/dev/wp-content/...Dashboards.pdf · 1. Agenda 2. Credentialing 3. VisAnalytics Dashboards 1. Business Intelligence Team 4. Appointments

Patient Level DashboardsDemographic Overview

• Overall Patient Counts

• Demographic Patient Counts

• Street Level Map

Page 24: 1. Agenda - alliancechicago.orgalliancechicago.org/dev/wp-content/...Dashboards.pdf · 1. Agenda 2. Credentialing 3. VisAnalytics Dashboards 1. Business Intelligence Team 4. Appointments

Patient Level DashboardsDemographic Characteristics

• Patient and Encounter Counts

• Year over Year KPI Data

• Cross Pivot by Demographic Information

Page 25: 1. Agenda - alliancechicago.orgalliancechicago.org/dev/wp-content/...Dashboards.pdf · 1. Agenda 2. Credentialing 3. VisAnalytics Dashboards 1. Business Intelligence Team 4. Appointments

RCM Dashboards

Revenue Cycle Management

• Access Revenue movers and shakers like never before

• Monitor Collection Rates

• EM Code Analysis

• File Dates

• Payer Analysis

Page 26: 1. Agenda - alliancechicago.orgalliancechicago.org/dev/wp-content/...Dashboards.pdf · 1. Agenda 2. Credentialing 3. VisAnalytics Dashboards 1. Business Intelligence Team 4. Appointments

RCM DashboardsE&M Analysis

• Usage of E&M codes in percentage

• Date Range of Data

Page 27: 1. Agenda - alliancechicago.orgalliancechicago.org/dev/wp-content/...Dashboards.pdf · 1. Agenda 2. Credentialing 3. VisAnalytics Dashboards 1. Business Intelligence Team 4. Appointments

RCM DashboardsE&M Coding

• Collects Potential Errors in the Usages of E&M Codes

• Algorithm Looks for New or Established Patient and the Correct E&M Code

Page 28: 1. Agenda - alliancechicago.orgalliancechicago.org/dev/wp-content/...Dashboards.pdf · 1. Agenda 2. Credentialing 3. VisAnalytics Dashboards 1. Business Intelligence Team 4. Appointments

RCM DashboardsFile Dates

• Monitor Transactions

• Used to Improve Efficiency of Filing

Page 29: 1. Agenda - alliancechicago.orgalliancechicago.org/dev/wp-content/...Dashboards.pdf · 1. Agenda 2. Credentialing 3. VisAnalytics Dashboards 1. Business Intelligence Team 4. Appointments

Referrals Dashboards

Monitor and Increase Action on your Referrals

• High Level Overview of Your Referrals

• Working List to Monitor and Plan Actions

Page 30: 1. Agenda - alliancechicago.orgalliancechicago.org/dev/wp-content/...Dashboards.pdf · 1. Agenda 2. Credentialing 3. VisAnalytics Dashboards 1. Business Intelligence Team 4. Appointments

Referrals DashboardsExecutive View

• Review Status of Referrals

• Monitor Trends

• Review Provider Performance

Page 31: 1. Agenda - alliancechicago.orgalliancechicago.org/dev/wp-content/...Dashboards.pdf · 1. Agenda 2. Credentialing 3. VisAnalytics Dashboards 1. Business Intelligence Team 4. Appointments

Referrals Dashboards

Referrals Working List

• Easy View for accessing Referral Status

• Assists with Action Items

• Easily Filterable

Page 32: 1. Agenda - alliancechicago.orgalliancechicago.org/dev/wp-content/...Dashboards.pdf · 1. Agenda 2. Credentialing 3. VisAnalytics Dashboards 1. Business Intelligence Team 4. Appointments

PCMH Dashboards

Earn Your 2017 PCMH Recognition

• Nine Dashboards Focused on PCMH Requirements

• Built with Guidance by Linda Pepper, PCMH Program Consultant (PCMH CCE)

Page 33: 1. Agenda - alliancechicago.orgalliancechicago.org/dev/wp-content/...Dashboards.pdf · 1. Agenda 2. Credentialing 3. VisAnalytics Dashboards 1. Business Intelligence Team 4. Appointments

PCMH DashboardsThird Next Available Appointment

PCMH Primary Objectives –AC2 , AC3

• Most Recommended Practice by PCMH

• Historical Snap Shot of Data

• Same Day Appointments

• View Appointments by Appointment Type

Page 34: 1. Agenda - alliancechicago.orgalliancechicago.org/dev/wp-content/...Dashboards.pdf · 1. Agenda 2. Credentialing 3. VisAnalytics Dashboards 1. Business Intelligence Team 4. Appointments

PCMH DashboardsAppointment Performance

PCMH AC1 core

• Easy Access to Over Appointment Completions and Cancels

• Easy to Use Familiar View of No Shows

Page 35: 1. Agenda - alliancechicago.orgalliancechicago.org/dev/wp-content/...Dashboards.pdf · 1. Agenda 2. Credentialing 3. VisAnalytics Dashboards 1. Business Intelligence Team 4. Appointments

PCMH DashboardsCost and Risk

PCMH KM01 Core,KM06

• Review of Multiple Chronic Diseases Per Patient

• Asses Risks and Potential Cost Associated with Illness

Page 36: 1. Agenda - alliancechicago.orgalliancechicago.org/dev/wp-content/...Dashboards.pdf · 1. Agenda 2. Credentialing 3. VisAnalytics Dashboards 1. Business Intelligence Team 4. Appointments

PCMH DashboardsPCMH Measure Progress

PMCH QI1 core, QI8 Core

• PCMH Specific Measures with Goals Per Organization, Location, and Provider

• Monitor Compliance By Month

• Easy Drill Down into Patient Data

Page 37: 1. Agenda - alliancechicago.orgalliancechicago.org/dev/wp-content/...Dashboards.pdf · 1. Agenda 2. Credentialing 3. VisAnalytics Dashboards 1. Business Intelligence Team 4. Appointments

User Created Custom Content

VisAnalytics Dashboards Offers Users the Ability to Create Their Own Content

• Import Data Sets from Excel or CSV

• Create Dashboards From Imported Data Sets

• Merge VisAnalytics Data Sets with Your Custom Data Set

• Create Custom Dashboards From VisAnalytics Data Sets

Page 38: 1. Agenda - alliancechicago.orgalliancechicago.org/dev/wp-content/...Dashboards.pdf · 1. Agenda 2. Credentialing 3. VisAnalytics Dashboards 1. Business Intelligence Team 4. Appointments

Custom Data Sources

• Import Any CSV or Excel Sheet

• Easily Use Your Own Custom Data

• Create Amazing Dashboards Using VisAnalytics Dashboard Creator

Page 39: 1. Agenda - alliancechicago.orgalliancechicago.org/dev/wp-content/...Dashboards.pdf · 1. Agenda 2. Credentialing 3. VisAnalytics Dashboards 1. Business Intelligence Team 4. Appointments

Custom Dashboards

• Use Your Custom Data Sources or Visualutions Data Sources

• Create Data Visualization in Minutes Instead of Hours

• Analyze Trends in your Data

Page 40: 1. Agenda - alliancechicago.orgalliancechicago.org/dev/wp-content/...Dashboards.pdf · 1. Agenda 2. Credentialing 3. VisAnalytics Dashboards 1. Business Intelligence Team 4. Appointments

[email protected]

281-297-2257