The Administrator Dashboard provides direct, real-time access to the data that matters most to palliative administrators. The data in the Admin Dashboard enables data-driven decision-making and provides valuable insight into all areas of clinical, operational and financial operations.
The Administrator Dashboard can be accessed from the Admin or Reports tab in the top menu bar.
The following five tiles appear on the dashboard:
The Census by Primary Payer tile shows a breakdown of the payer mix in the agency. Hover over a piece of the graph to see the payer name and patient count for that payer. Click on a portion of the graph to navigate directly to a list of patients with the selected payer and export or print the list if necessary.
The On-Call Stats tile shows a count of the number of visits marked as on-call for the last seven days beginning with the current day. Hover over a bar in the graph to view the date and number of visits made on that day.
The Census by Status tile shows a breakdown of patients by status. This section is divided into three sections, Active, Discharged, and Deceased. Click on a status to navigate directly to a list of patients with the selected status and export or print the list if necessary.
The Claims Ready for Billing tile shows a count of claims (by claim type) that are ready to be billed. This tile will not show any information unless billing permissions are granted to the user. To give a user permission to view the claims center, go to people, people center, edit the user’s profile and navigate to the Permissions tab. In the Billing section, check the box next to Claims. Click Save to complete the process.
People tab ➜ People Center ➜ Edit ➜ Permissions tab ➜ Billing section ➜ Claims ➜ Save
The Bill Holds tile shows a count of items that may prevent claims from going out for any of the following reasons: Outstanding Orders, Incomplete Visits, and Plan of Care. Orders that have not been returned as signed from the physician, visits from any discipline that have not been completed, or unsigned plans of care are tracked here and updated in real-time.
The Claims Ready for Billing tile shows a count of claims (by claim type) that are ready to be billed. Claim types include NOE (81A), NOE-Transfer (81C), NOTR, and Claims. This tile will not show any information unless billing permissions are granted to the user.
The Bill Holds tile shows a count of items that may prevent claims from going out for any of the following reasons: Outstanding Orders, Incomplete Visits, Sequential Billing, and Plan of Care. Orders that have not been returned as signed from the physician, visits from any discipline that have not been completed, claims that have been submitted out of sequence, or unsigned plans of care are tracked here and updated in real time.
