Kipu Bl is a powerful business intelligence tool that allows designated users in your facility access to key performance metrics in the system. All information is aggregated and presented in visually appealing graphs and charts which can be filtered in various ways to fit your reporting needs.
Permissions: Super Admins will automatically have access to the BI dashboards and can assign other user roles to the Kipu BI Admin feature. The Super Admins or BI Admins are the only users who can provide user access to BI reporting by following these instructions.
Available Dashboards
Driving your growth and managing your business should begin with data—allowing you to lead with confidence by making effective data-driven decisions using intuitive business intelligence dashboards.
We'll focus on the following Analytics Dashboards.
- Intake: This dashboard contains data on authorizations, intake metrics, benefits verification, and UR coordinator.
- Clinical Outcomes: This dashboard focuses on discharges, AMA discharges, and length of stay metrics.
- Clinical Productivity: This dashboard contains metrics on billable and nonbillable activities and consent completion.
- Operations: This dashboard contains current and historical census data, attendance, appointments, and occupancy.
- Executive: This dashboard focuses on admissions, discharges, key trends, and other KPIs.
- Queues: This dashboard focuses on queue performance metrics by queue type, day of the week, time of day, and user.
- Revenue Cycle (CMD): This dashboard provides a review of financial health, cash opportunities and inefficiencies in the revenue cycle based on data sourced from Collaborate MD.
With these dashboards, you’ll be able to understand year-over-year or month-over-month performance benchmarks in an easy-to-read format. And confidently forecast data into the future and make changes before they become an issue with available forecasting percent probabilities.
Viewing BI Dashboards
The Kipu Bl dashboards are located under Reports > Kipu BI.
Dashboard data is refreshed overnight and we refer to this as a data snapshot. This ensures that reports load properly and are inclusive of all activities through the previous day. By default, most dashboards are filtered by patients on the current census.
Note: Kipu EMR customers must be live for at least 30 days for data to populate. Any of the previous year and previous month KPIs will not populate until the respective amount of time has passed.
There are EMR dashboards, Billing dashboards (for users integrated with a billing solution), Labs dashboards (for users with a lab interface), and new dashboards being rolled out to facilitate a deeper level of insight.
Each Dashboard consists of the following elements that may vary from dashboard to dashboard:
- Dashboard widgets
- Each widget has a (...) icon (top-right corner when you hover over the widget) that allows you to complete specific actions and or download the data.
- If you turned off some of the elements, you can use the Undo icon to restore the widget to its original state (i.e. all items selected).
- If you have selected or drilled down to a particular element of a widget to filter all widgets. You can click on the Reset icon to reset the affected widgets to their original state.
- The Controls (Filters) toolbar on the top allows you to apply dashboard-wide filters to all widgets at once.
- The tables at the bottom of each page contain all data the widgets above are based upon. You can download the table's data to an excel file in case you need to perform your own data analysis. In addition, download to PDF and CSV files is available.
Data Refresh Schedule
The data presented in the BI Dashboards is not updated in real time, which means there is a delay between when data is entered into the EMR and when it is viewable in the BI Dashboards. Instead, there are four scheduled BI data refreshes each work day at 3 AM, 9 AM, 1 PM, and 5 PM. There are two scheduled refresh periods on each weekend day at 3 AM and 3 PM. All times are EST.
Note: These BI data refresh periods typically last 4-6 hours and while the refresh process is uploading to the dashboards (usually the last 2 hours of the process) data may not be present or may be incomplete.
Data entered after a refresh will not be reflected in the dashboards until the following refresh is completed. When using the dashboards for analysis it is recommended to use yesterday as the most recent time period to ensure you are working with a complete data set.
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