Where does the Dashboard report pull the data from?

Purpose

To clarify the data sources for each report displayed on the Dashboard, ensuring users understand which reports correspond to specific datasets within the system.

Scope

This document outlines the six key reports on the Dashboard and identifies the underlying data sources they reference. It covers:

• Monthly Evaluations
• Monthly Treatment Visits
• Monthly Referrals
• Monthly NS/CX Rate
• Outstanding Patient Responsibility
• Outstanding Insurance Balance

Procedure

1. Monthly Evaluations > This is Notes report (only eval notes)
2. Monthly Treatment Visits > This is Notes report (only daily notes)
3. Monthly Referrals > This is referrals report
4. Monthly NS/CX Rate > This is Scheduled Visits report
5. Outstanding Patient Responsibility > This is Patient Responsibility report
6. Outstanding Insurance Balance > This is Aging Balance report