Documentation/Dashboard & Analytics

Module guide · Workspace

Dashboard & Analytics

A hospital-wide reporting hub: five live-refreshing dashboards covering patient flow, finance, quality & safety, workforce, and day-to-day operations, all reached from one landing page.

Overview Analytics hub Patient flow & census Financial Quality & safety Workforce Operations Good practices

What this module is for

A read-only reporting layer, no forms to fill in here. Access narrows for the two most sensitive domains: money and people.

Who uses it

Admins, directors, department heads, quality, compliance, and safety officers can see the hub plus Patient Flow, Quality & Safety, and Operations. Financial is narrower, admins, directors, CFO, and finance managers only. Workforce is narrower too, admins, directors, department heads, and HR managers only.

Where to find it

Open Dashboard & Analytics from the sidebar. A hub page with five navigation cards leading to Patient Flow, Financial, Quality & Safety, Workforce, and Operations.

1
Open the hub
Four top-line stat tiles plus five cards, one per reporting domain.
2
Pick a domain
Each sub-page has its own stat tiles and charts, some with a date-range selector.
3
Watch it refresh
Every page auto-refreshes every 30 seconds while "Live" is on; pause it or refresh manually at any time.

A few things you'll notice everywhere

Stat tiles turn red when something needs attention, an alert count above zero, a rate past a safe threshold. There are no export buttons, drill-down clicks, or department filters anywhere in this module, it's a live snapshot, not a report builder.

Analytics hub

The landing page: a hospital-wide snapshot plus links into the five domains.

Stat tiles

Field	What it means
Active Census	Currently admitted patients.
Appointments Today
Critical Alerts	Open critical alerts hospital-wide; red if above zero.
Bed Occupancy	Occupied-bed percentage.

Five cards link out to Patient Flow & Census, Financial, Quality & Safety, Workforce, and Operations, each with a one-line description of what it covers.

Patient flow & census

How patients move through the hospital: admissions, discharges, bed use, and Emergency Department throughput.

Stat tiles (date range: 7d / 14d / 30d / 90d)

Field	What it means
Active Census	With occupied/staffed bed count underneath.
Admissions Today	With today's discharge count underneath.
Bed Occupancy	Occupied beds ÷ available beds, as a percentage.
ED Boarding	Patients admitted but still waiting in the ED for a bed; red whenever any boarding is present.

Charts: an Active Census Trend over the selected range, Admissions vs. Discharges by day, and Bed Occupancy by Department.

Emergency Department Throughput

Field	What it means
Avg. Length of Stay, Avg. Door-to-Provider	Minutes, start to finish and arrival to first provider contact.
Avg. Boarding Time	Red if anyone has been boarding over 4 hours.
LWBS Rate	Left Without Being Seen; red above 2%.

An ESI Distribution chart bins ED visits by triage acuity, ESI-1 (most urgent) through ESI-5 (least urgent).

Financial

Revenue, unpaid bills, and claims performance. Access is limited to admins, directors, CFO, and finance managers.

Stat tiles (date range: 14d / 30d / 60d / 90d)

Field	What it means
Revenue Today
Total A/R	Accounts Receivable, money owed to the hospital, not yet collected.
Claims Denied	Red if above zero.
Clean Claim Rate	% of claims accepted by the payer with no correction needed.

A Revenue Trend chart and an A/R Aging chart (Current, 31-60, 61-90, 91-120, 120+ days overdue) show where money is coming from and how old unpaid invoices are.

Revenue Cycle Snapshot

Field	What it means
Claims Submitted Today, Claims Pending
Payments Posted Today, Avg. Days to Payment
Denial Rate	Red above 10%.
Collection Rate	% of billed amounts actually collected.

Quality & safety

Regulatory compliance, safety incidents, and quality indicators against their thresholds.

Compliance scores

Field	What it means
Overall, TJC, CMS, HIPAA Compliance	Each a percentage, Joint Commission, Medicare/Medicaid, and privacy compliance.

Incidents, audits & corrective actions (red whenever above zero)

Field	What it means
Open Incidents, Sentinel Events (Open)	A sentinel event is the most serious category, unexpected death or serious harm.
Overdue Audits, Overdue RCA Submissions	RCA = Root Cause Analysis, the required investigation report after a serious incident.
Open / Overdue Corrective Actions
Near Misses (This Month), Policies Overdue for Review

Charts: Incidents by Type and KPI Trends. A Threshold Breaches panel lists any quality metric that has crossed its acceptable limit, with its current value and the threshold it broke.

Workforce

Staffing levels, credentials, and training compliance. Access is limited to admins, directors, department heads, and HR managers.

Stat tiles

Field	What it means
Total Staff	With an active-staff count underneath.
On Leave Today, Inactive Staff, Pending Leave Requests
Credentials Expiring Soon, Overdue Mandatory Trainings	Both red if above zero.

Two charts: Staff by Role and Staff by Department, both headcount bar charts.

Operations

A rollup of surgery, lab, pharmacy, and blood bank operational health. Date range (7d / 30d / 90d) applies to the Surgery & OR section; the rest are current-moment snapshots.

Surgery & OR utilization

Field	What it means
OR Utilization, Avg. Turnover Time	% of scheduled OR time used; minutes to clean/reset between cases.
Total Cases, Emergency Cases

Laboratory turnaround

Field	What it means
Avg. TAT (Routine), Avg. TAT (STAT)	Turnaround Time in hours, order to result.
Critical Values Pending, QC Failures Today	Both red if above zero.

Pharmacy inventory & blood bank supply

Field	What it means
Low Stock Items, Out of Stock	Both red if above zero.
Available Units, O− Available	O-negative is the universal donor type; red if fewer than 5 units on hand.
Pending Requests, Active Alerts

Charts: Cases by Department (surgery) and Availability by Blood Type.

Good practices

Leave Live turned on during rounds or huddles

The 30-second auto-refresh means the numbers on screen are always current, no need to manually reload before a shift handoff.

Access is domain-gated, not just module-gated

A user might see the hub's Financial or Workforce card but get blocked clicking through, those two domains have narrower role lists than the rest of the module.

Red tiles are the fastest way to triage a busy day

Every domain uses the same convention, a red-highlighted stat tile means it needs attention now, LWBS rate over 2%, denial rate over 10%, O− blood under 5 units, and so on.

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