The Trend Analysis Dashboard feature lets you track and analyze KPI trends over time. The feature enables users to monitor trends through various Key Performance Indicators (KPIs). It facilitates the analysis, customization, and saving of configurations to support research and revenue development.
Take a look at this tutorial for a brief walkthrough.
Let's explore!
- Navigate to the System Menu > select Trend Analysis.
The Trend Analysis page will open with Location Trend Analysis selected by default.
Filter Criteria
Select the required inputs to get the desired results. Results update in real time as inputs change.
Location or Provider
To analyze metric trends based on Location:
- Select the Location tab.
- Select the desired location(s).
- Click Apply.
- The trend analysis based on the selected criteria will be displayed on the right.
To analyze metric trends based on Provider:
- Select the Provider tab.
- Select the desired Provider(s).
- Click Apply.
- The trend analysis based on the selected criteria will be displayed on the right.
Metrics
There are different metrics which can be used.
- Search for and select multiple metrics as needed, which are categorized according to different criteria.
- If you are unsure which metrics to analyze, use CareStack Recommended Metrics to quickly review your practice’s performance. It is selected by default and includes all suggested metrics at once.
- If you have selected additional metrics along with the recommended ones, clearing the checkbox will remove only the metrics under CareStack Recommended Metrics. Any other selected metrics will remain unchanged.
- Select the desired metrics and click Apply.
- To clear all selected metrics at once, simply click Clear All.
Period
The dashboard facilitates monitoring trends on a month-over-month, quarter-over-quarter, or year-over-year basis, displaying data for the last six periods.
- You can use Month Over Month, Quarter Over Quarter, and Year Over Year.
Result
Once you have selected the location/provider(s), metrics, and period, the results will be reflected on the right side of the page.
- On the left side of the trend analysis table, you can see the selected Metrics listed.
- On the top of the table, you can see the period-over-period comparison as columns.
- The values are filled in all other slots.
Note: If you have selected multiple providers or locations, you can open the accordion to view details for each location or provider.
The values are highlighted in different colors to indicate the following:
- Top Tier: The value is highlighted in shades of green to show the value is better performing than the Median.
- Median: The value is highlighted in white to show the value is in the middle range.
- Bottom Tier: The value is highlighted in shades of red to show the value is less performing than the Median.
Note: Hover the icon to view the details shown below.
- Click Save View to retain your customized criteria for future use.
- To remove the saved criteria and reset, click Reset.
- Click the Download button to export the file.
- Users can access data for the preceding twelve periods.
Practices can use this guide to learn how to use the Trend Analysis feature in CareStack.