The KPIs under Insights will work based on the Insights Settings configuration. Let's explore how to configure Insights Settings.
Follow the steps below to get started.
- Navigate to the System Menu > select any of the modules under Insights.
- Click Settings.
There are three sections that come under Settings, namely Aging, Metric Setup, and New Patient Code.
a. Under the Aging section, you can view the Aging settings configured for your practice. These settings cannot be edited.
- Compute Adjustment’s Aging based on: The criteria on which the aging is calculated on the aging report. The options are either Original Code or Balance Creation. Use Balance Creation to count the age of adjustments (add to patient/insurance adjustments) separately from the original code.
- Show Treatment Procedure from: The date of the displayed treatment procedure. The options are either the Date of Service (DOS) or the Checkout Date/Transaction Date.
| Note: To change the aging configuration, contact the CareStack administrator or support. More details are given in the Aging section. |
b. Under the Metric Setup section, you can configure different metrics.
Firstly you have the Case Acceptance settings.
- To edit case acceptance settings, click Edit.
- Make changes to the following fields:
- Calculate Case Acceptance On: Select Code Status or By Appointment as the case acceptance factor.
- Set up presented code status: Select suitable code status(es) to signify as Presented.
- Set up accepted code status: Select suitable code status(es) to signify as Accepted.
- Exclude Selected Codes: Select code(s) to be excluded from the case acceptance.
- Click Save.
To configure what the system should consider as a patient visit,
- Select Patient Visits.
- Click Edit.
- Under Count as Patient Visit when, choose one of the following:
- Code Completion,
- Check out Appt. (Appointment),
- Both: If either the code is completed or the appointment is checked out, it will be considered a patient visit.
- If you have selected Code Completion or Both, you have the option to Exclude Selected Codes.
- Click Save.
To choose the Hygiene Codes,
- Select Hygiene Codes.
- Click Edit.
- Select the required Codes.
- Click Save.
| Note: Hygiene Visit Metrics and Hygiene Visit List in the Performance Dashboard are based on the Hygiene Codes configured here. |
c. Under the New Patient Code, you can view the setting that determines which procedure codes qualify a patient as ‘New’ within your practice.
- Depending on your practice configuration, the setup will display one of the following:
- Specific Code: e.g., New Patient Code: D0120
- Specific Set of Codes: e.g., New Patient Code: D0120, D0140, D0150
- Any Code: e.g., New Patient Code: Any Code
Note: This configuration is defined during implementation and cannot be edited from within the application. If you wish to modify your New Patient setup, please contact support@carestack.com. |
Practices can use this quick guide to learn how to configure Insights Settings in CareStack.