Practice Insights: Information, requirements & security

Practice Insights: Information, requirements & security

Quote
Practice Insights (PI) is a Business Intelligence tool for a Dental Business, providing an up to date graphical interpretation of the Business Analysis related to different aspects of your dental practice from the data stored within D4Web.
Practice Insights ONLY reads data from within D4Web, it DOES NOT change any patient data, categories, statistical information etc.

Information & requirements

  1. The Practice insights Dashboards are found via the navigation menu > Management > Insights page
  2. PI opens in a separate tab. 
  3. The default dashboard is The Overview (see image above)
  4. After a period of inactivity the dashboard will expire and reconnection will be required
  5. The Practice Insights security settings will determine if the user can see the menu items & access the dashboards. 
    1. Data access to the each dashboard is controlled by Security SuperGroups.
  6. The information icon on the top right-hand corner provides a summary of:
    1. The graphs within the current dashboard
    2. Information on when the data was last loaded/updated for each chart 
  7. Click  icon to export data from a dashboard as pdf, image or excel 
  8. There are date range, location and provider filters available in each dashboard (excl: Overview)
  9. View the underlying data by clicking on a section on any of the chart in each dashboard


Info
For any D4W user coming over to D4Web, see mapping from D4W Practice Analytics table here

Security & SuperGroups for Practice insights

The Practice Insights security setting will determine if the user can see the menu items & access the individual Insights dashboards. 
NotesAccess to all dashboards for the "Administrator" Super Group is ticked By Default
  1. Click the navigation menu > Location Setup > Security page
  2. Select the Groups tab
    1. Tick the Practice Insights option for each group where access is permitted

    2. Tick the individual dashboards box to allow access

  3. Data access to the each dashboard is controlled by Security SuperGroups.
    1. Setup Security SuperGroups to ensure the correct people are able to access the required dashboard

      1 exception: Overview Dashboard. The data in the Overview Dashboard will be visible to anyone who has been given access to the Insights action
Scenarios:
Scenario

Access

  1. The user is a Provider
  2. Has been given access to dashboards
  3. Does NOT belong to a Super Group
  1. Overview Dashboard
  2. Other Dashboards (that they have been given access to) only with their own data
  1. The user is NOT a provider 
  2. Has been given access to dashboards 
  3. Does NOT belong to a Supergroup

  1. Overview Dashboard 
  2. No other dashboard menus will be visible

  1. The user is a provider 
  2. Has been given access to dashboards 
  3. Does belong to a Supergroup 
  4. Show All Data is NOT ticked

  1. Overview Dashboard  
  2. Other Dashboards (that they have been given access to) only with the data for the members of the Super Group

  1. The user is NOT a provider 
  2. Has been given access to dashboards 
  3. Does belong to a Supergroup 
  4. Show All Data is NOT ticked 

  1. Overview Dashboard 
  2. Other Dashboards (that they have been given access to) only with the data for the members of the Super Group

  1. The user is a provider 
  2. Has been given access to dashboards 
  3. Does belong to a Supergroup 
  4. Show All Data is ticked

  1. All dashboards (that they have been given access to) with all providers’ data
  1. The user is NOT a provider 
  2. Has been given access to dashboards 
  3. Does belong to a Supergroup 
  4. Show All Data is ticked
  1. All dashboards (that they have been given access to) with all providers’ data

 Summary of the 8 Dashboards

  1. Overview Dashboard: A dashboard to provide all users with a quick status quo of the practice. 
    This dashboard is an overall representation of the status of the practice across all providers.
  2. Clinician Production and Patients Treated Dashboard: A dashboard to provide clinicians with information relevant to their daily operations. 
    Information includes production totals per day, per hour and by patient, overall number of patients & new patients treated. 
  3. Clinician Appointments and Utilisation Dashboard: A dashboard to provide clinicians with operational information relevant to their daily operations. 
    Information includes utilisation of chairs, Lost revenue due to no scheduled appointments within available slots and average treatment v waiting times.
  4. Clinician Treatment Plans and Service Mix Dashboard: A dashboard to provide clinicians with operational information relevant to their daily operations. 
    Information includes treatment plan acceptance, completion & active, items used totals via $ value, % and count.
  5. Practice Administration Dashboard: A dashboard to provide reception and administrative users with information relevant to their daily operations. 
    Information includes number of New versus Existing patients treated, reappointed, recall appointments, cancellations, payment types, discounts & collections
  6. Management – Patients Dashboard: A dashboard to provide practice managers and owners with management level information about their practice. 
    Information includes recall numbers booked, comparisons of sent recall versus recalls booked, new patients versus number of lapsed patients (not seem for 18mths), New Patients minus Lapsed Patients, gender ratio, referral types
  7. Management – Appointment and Financial Dashboard: A dashboard to provide practice managers and owners with management level information about their practice. 
    Information includes appointment cancellations by count and %, rebooking %, debts & payment collection, gross versus net production comparisons and chair use %.
  8. Online Appointments Dashboard: A dashboard to provide the users with a comprehensive overview of the practice’s online bookings. 
    Information includes online vs. offline (in person or via phone) booking comparisons, online booking trends, new vs. existing status and demographical information on the patients who book online, and online appointment analysis by time and booking reasons.
Info
Click here for Individual Practice Analytics dashboard instructions

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