Using Interactive Reports and Analytics

DrCloudEHR integrates with Power BI from Microsoft to generate graphical analytics reports allow you to gain insights into practice data.

Reports are interactive, meaning the data display updates depending on the visual element you select. Most reports also include filters you can use to select the data to display. You can hover your mouse over points in a graph to view details. 

The following analytics reports are available:

• Executive Dashboard - Summarize complex practice data points into easily digestible charts to better manage patient health and organization operations with data-driven decisions.
• Expected Revenue Summary - Forecast revenue by source to guide decisions that drive growth and address potential shortfalls.
• Units Summary - Gain insight into your practice rates, payment for specific procedures, and the effect on your revenue cycle.
• Visits Summary - Better understand patient visit trends with data from across data sources, including insurance, facility, provider, and patient.
• AR/Collections and Aging Report - Optimize your revenue cycle with interactive data identifying the age of open invoices and helping to manage slow-paying clients.
• Discharges and Duration Report - Monitor and improve your patient discharge process with graphical data for discharges, length of stay, and facility.
• Patients by Diagnostic Code - Get the latest status on your patients' health, what services were performed, and why.
• Encounters by Provider ID - Monitor encounter data to improve the accuracy of your revenue and quality scores or reduce costs.

You can export some reports to Excel (.xlsx) or comma separated value (.csv) formats. You can also view certain data in table format. Click the More Options () icon to export report data or display data in a table.

For more information on using Power BI, see the Microsoft documentation. Contact DrCloudEHR Sales to add this feature to your site.

Access the Interactive Reports

1. Click the Reports tab.
2. Expand the Analytical Reports tab.
3. Click the tab for the report you want to display.

Drill down on data in an Interactive Report

The drill down functionality in Power BI enables you to drill down on hierarchical data in bar graph reports. For example, depending on the graph, you can select a bar indicating a year, and then drill down to update the graph to display data for each quarter, then each month, and then each day.

To use the drill down feature:

1. Click the icon to enable drill down. The icon displays as when drill down is enabled.
2. Select the bar in the graph to drill down on.
3. Click the icons to drill down on the data. The graph displays bars to reflect the data in the next hierarchical level below.

Drill Through Data in an Interactive Report

The drill through functionality in Power BI enables you to focus in on a category to view finer detail in certain charts. When you drill through a graph, the application displays a focused page containing the details.

To use the drill through feature:

1. Right-click on a chart.
2. Select Drillthrough, and then select the page to display.